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Connect Planner Premium Out of the BoxProPremium
With the Extended Integration Hub, you can connect your project management tools with Meisterplan out of the box. Import task data from Planner Premium and keep it synchronized with projects in Meisterplan, so you can see all relevant planning data in one place without extra effort.
Open the Portfolio Designer, the List, or the Board view, and click Add in the toolbar. Then select Import Projects > Planner Premium.
Add a new Planner Premium link and choose the appropriate organization. Then click Continue in the top right. Next, select the projects you want to import and click Import.
You can find all details in the article Import Projects from Planner Premium.
Prerequisites
To connect your project management tools to Meisterplan via the Extended Integration Hub, activate the feature in the left sidebar under Integrations > Connected Tools.
In addition, you need an Automation User that has been set up beforehand and is used for integration processes.
Required User Rights
To use the Extended Integration Hub, your user group must have the following rights:
- The checkbox under Integrations > Connected Tools > Extended Integration Hub is enabled
- Under Integrations > Connected Tools > Project & Task Management Tools, at least the Use permission to view task details and import projects from already connected tools
- The Configure permission to link new tools
- Under Integrations > Import & Export, the Import Data right
Have feedback on this feature? Leave a comment in the Product Roadmap.
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