Import To Planner

Import To Planner helps you move tasks from a CSV file into Microsoft Planner with a guided, step-by-step flow.

Who this is for

This guide is for people who use Microsoft 365 at work or school and need a quick way to import task lists into Planner.

If you are setting up and running your own instance of the app, use the separate self-hosted guide.

Start here

• Getting started: prerequisites, access, and sign-in expectations.
• CSV format: required headings, accepted values, and examples.
• Import workflow: what each step does and what the final report means.
• Troubleshooting: fixes for common sign-in, validation, and import issues.
• FAQ: short answers to common questions.
• Privacy and security: what data is used and how permissions work.

Core guides

• Getting started
• CSV format
• Import workflow
• Troubleshooting
• FAQ
• Privacy and security

Legal and support

• Terms of use
• Privacy and security
• Support (GitHub Issues for bugs, documentation corrections, and product feedback)
• Credits and billing (information architecture placeholder)

Secondary guidance

• Self-hosted

Use this page as your hub. Most hosted users can complete their import using the first three guides.