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.

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.
  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.