You can connect your Teamflect Goals with Microsoft Planner to automatically track progress based on your tasks. This integration links your daily work in Planner to measurable outcomes in your Goals, ensuring your progress updates accurately and in real time.
How to Enable the Planner Integration within the Admin Center:
Step 1: Goals Module in the Admin Center
Go to the Admin Center and head to the Goals Module:
Step 2: Locate the integrations section
Scroll down to the Integrations section.
Step 3: Enable Planner integration
Find Planner in the list of available integrations. Toggle the switch to Enable the integration.
The setting is saved automatically — no additional confirmation needed.
Connecting Microsoft Planner to a Goal
Step 1: Connect to data source
Open an existing Goal or create a new one and click on "Connect to data source":
Step 2: Connect to Planner
Select Connect to Planner as your data source:
Step 3: Continue to permissions
If this is your first time using the integration, you’ll be to "Continue to permissions", click on Accept to proceed:
Step 4: Select the Plan
Once authenticated, Teamflect will remember your connection for future use. You can then select the Planner Plan you’d like to connect to your Goal. Please note that you’ll need to have an existing Plan in Microsoft Planner to complete this step.
Step 5: Select the tasks you want to connect
Under Tasks, you can decide which tasks will contribute to your goal’s progress. Select All tasks, Choose tasks by filter, or Choose tasks manually. Then, choose how you want to track progress (for example, Count of completed tasks).
All tasks: Includes all tasks within the selected Planner plan to contribute toward the goal’s progress.
Choose tasks by filter: Allows users to filter tasks based on specific buckets, labels, or assignees to determine which ones will count toward progress.
Choose tasks manually: Allow the users to manually select individual tasks from the chosen Planner plan to link with your goal.
Step 6: Select how you want to track progress
Choose how Teamflect will calculate your Goal’s progress from Microsoft Planner. You can select either Percentage or Numeric tracking:
Progress of tasks (Percentage): Tracks progress automatically based on the percentage of tasks completed in the selected Plan.
Progress of checklist items (Percentage): Tracks progress based on the percentage of completed checklist items within the selected tasks.
Count of completed tasks (Numeric): Updates the Goal’s value each time a task is marked as Completed in Planner.
Count of completed checklist items (Numeric): Tracks progress based on the total number of completed checklist items in the selected tasks.
Step 7: View current value
The Current value field shows your goal’s present progress based on the selected tasks or checklist items in Microsoft Planner. Click the refresh icon next to it to update the value instantly before connecting. this ensures that the most recent task completion data is reflected in your goal.
Once confirmed, click Connect to finalize the integration and start automatic hourly syncing.
Step 8: View your connected Planner integration.
Once your goal is successfully connected, a Planner icon will appear below the goal title, indicating that it’s synced with Microsoft Planner. You’ll also see the Plan name displayed beside the icon, along with quick-access buttons to edit or disconnect the integration.
When active, Teamflect automatically syncs your goal progress with the selected Planner Plan every hour, keeping your data up to date.
Use Cases:
Use Case 1: Aligning goals with project tasks
When a team has objectives tracked in Teamflect and corresponding work items in Microsoft Planner, linking the goal to the Planner plan ensures each Planner task contributes directly to a measurable goal. This alignment drives clarity in how day-to-day work feeds strategic outcomes.
Use Case 2: Improving visibility for managers
Managers can view a linked goal in Teamflect and immediately check progress via Planner tasks without switching systems — this makes oversight more efficient and actionable. It also supports better check-ins by providing concrete task-level evidence of goal progress.
Use Case 3: Ensuring accountability and ownership
When a goal is connected to a Planner plan, assignees clearly see which tasks are required to achieve the goal and can update status accordingly in Planner or Teamflect. This reduces ambiguity about what “done” looks like and enhances ownership of both the goal and its supporting tasks.