Getting started

This page helps hosted users get ready, sign in, and start their first import.

Prerequisites

Before you begin, make sure you have:

• A Microsoft 365 work or school account.
• Access to Microsoft Planner in your tenant.
• Membership in at least one Microsoft 365 group or team that can host a plan.
• A CSV file (or draft) ready for import.

Open the hosted app

Use the hosted app URL:

• https://app.importplanner.app

If your organisation uses a custom entry link, use the link supplied by your administrator.

Sign-in and consent expectations

When you open the app, you are asked to sign in with Microsoft.

You may also see a consent prompt. This allows the app to:

• Read your group and plan context so you can choose where to import.
• Create or update planner tasks as part of your confirmed import.

If your tenant requires administrator approval, you may be blocked until an administrator grants consent.

If you see a tenant-specific sign-in error before you reach the app, contact your administrator or the service operator. Shared hosted access should use a work or school multitenant sign-in path, while self-hosted deployments should use your organisation’s own tenant-specific setup.

For administrators

If your organisation is preparing first-time access to the hosted service, make sure:

• users sign in with work or school accounts
• the hosted app registration is approved according to your tenant’s consent policy
• any required administrator consent is completed before wider rollout

Your first run path

1. Sign in.
2. Select a group.
3. Enter or select a plan name.
4. Upload your CSV file, or download the minimal or full sample from the upload step to get started quickly.
5. Review validation and preview results.
6. Confirm execution.
7. Review the final report.

Next step: continue to CSV format if you still need to prepare your file.

Self-hosted users

If you are running your own deployment, use the separate Self-hosted guide.