Where is the Export option located in the MS Planner interface.

Question

Where is the Export option located in the MS Planner interface. Please give a step-by-step description.

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Moved from: Microsoft 365 and Office | Other

Answer 1

Dear @Bill Willis

Welcome to the Microsoft Q&A Community! 

Thank you for reaching out. To ensure we recommend the correct approach and provide precise instructions, please share a few details about your scenario: 

1. As there are no specific tags chosen, may I have your reconfirmation if you are signed in with a personal account (e.g., @hotmail.com, @outlook.com), an education account (e.g., @school.edu), or a work account (e.g., @yourcompany.com)?  
2. Where are you accessing Planner: in Microsoft Teams or in a web browser? 
3. What is your intended final format and purpose: will you analyze and filter the data in Excel, share it with stakeholders, or convert it to another format such as PDF after export? 

 In case you'd like to export the whole plan to Excel, referring to the official article Export a plan to Excel - Microsoft Support  

1. Open your plan in Microsoft Planner 
2. In the plan header, select the three dots to open the plan menu. 
3. Choose Export plan to Excel.  
4. When prompted about the file named “[Plan name].xlsx,” select Open or Save.  
5. Review the workbook. It includes the plan name, plan ID, date of export, and all tasks with their details, each task on its own row. From there, you can use Excel features such as filtering, sorting, conditional formatting, tables, charts, PivotTables, and What‑If Analysis to analyze or present the data. 

In some versions, you may see the Export plan to Excel after selecting the down arrow next to the plan name.  

Please note that if you're using the new Planner experience, the feature is currently rolling out. 

Feel free to let me know if there are any misunderstandings or you need further clarifications, I am happy to assist you.  

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Answer 2

The context provided does not specify the exact location of the Export option in the Microsoft Planner interface. However, it does mention that exporting user content from Planner is done through Windows PowerShell using the Export-PlannerUserContent cmdlet. This means that there may not be a direct export option available in the Planner user interface itself.

If you are looking to export user data, you would typically need to use PowerShell as described in the context. Here are the general steps for exporting user content:

1. Open Windows PowerShell.
2. Use the Export-PlannerUserContent cmdlet with the appropriate parameters to export the user's content.
3. Authenticate as a global admin when prompted.
4. Check the specified export directory for the exported files.

For specific details on how to perform these actions, you would need to refer to the documentation or use PowerShell commands as outlined in the context.

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References:

• Export user data from Microsoft Planner
• Export user data from Microsoft Planner
• Microsoft Planner support in Microsoft Purview
• Export user data from Project for the web
• View and export Project History
• View and export Status Reports