# Quickstart

### Prerequisites

Before starting, make sure you have:

* A **Jira Cloud** instance with admin access
* A **Microsoft Planner** account

***

### Install the App

1. Go to the [Atlassian Marketplace](https://marketplace.atlassian.com/apps/1237045)
2. Click **Try it free** to install
3. In Jira, go to **Apps → MS Planner to Jira Connector**

> **Tip:** The app is accessed from the main Jira interface, not from Jira Administration. If you're in the admin area (Settings → Manage apps), go back to Jira first, then look for **Apps** in the left sidebar.

***

### Create Your First Sync

1. **Start a sync**
   * Click **+ New Sync**
   * Choose:
     * **One-time import/export** (single run)
     * **Automated sync** (runs every 5 minutes)
2. **Pick sync direction**
   * One-time import/export: **Planner → Jira** or **Jira → Planner**
   * Automated sync: **Planner → Jira**, **Jira → Planner**, or **Bidirectional**
3. **Authorize accounts**
   * **Microsoft Planner** (always required):
     * If you’re **not a Microsoft 365 admin**, copy the **Admin Approval Link** and send it to your admin (one-time action).
     * Then go through the OAuth flow: **Open Auth Page → Approve → Retry Connection**
   * **Jira** (required only for automated syncs):
     * Click **Open Auth Page → Approve → Retry Connection**
4. **Define sync scope**
   * Select a **Jira project** (optionally add a JQL filter)
   * Select a **Microsoft Planner plan**
5. **Configure field mapping**
   * Set the **Jira issue type** for new tasks
   * Map Planner fields (e.g., bucket → custom field, progress → status)
   * Summary and description sync by default
6. **Review & launch**
   * Confirm your setup and click **Launch**
7. **Monitor syncs**
   * **Active Syncs** → manage recurring syncs
   * **Recent Activity** → see updates and errors
   * **Analytics** → track adoption across your org

***

✅ You’re ready to keep Planner and Jira in sync automatically!