Home Tips and Insights Teams

How to export a Microsoft Planner Plan to Excel

Teams | By 365 Training Hub | January 26, 2026
How to export a Microsoft Planner Plan to Excel

If you use Microsoft Planner to manage projects or team tasks, here’s a handy tip, you can export your plan straight into Excel.

 

This opens the door to easier ways to analyse your information and sharing the plan to people who may not be directly involved in the day to day of the project or are outside the organisation. It also lets you archive project information for future reference or auditing.

 

How to export your plan

- Open your Planner plan

- Select the menu by the planner name

- Click Export plan to Excel

- Open your downloaded .xlsx file and customise it as needed

 

This is also a very handy way to create a backup of your plan.

 

#Microsoft365 #Microsoftplanner #digitalwaysofworking #plannertraining #365traininghub #microsofttraining

Keen to stay up to date on anything 365?

Sign up for tips and updates