Quickstart

Prerequisites

Before starting, make sure you have:

• A Jira Cloud instance with admin access

• A Microsoft Planner account

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Install the App

1. Go to the Atlassian Marketplace

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.

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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

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