Forum Discussion
How to integrate Ms Project Online Desktop Client with Ms Teams Project App and Todo Planner?
Hello All,
I am looking for a way to integrate my desktop Project client with Teams.
Couple of questions that arised:
- I am working in desktop client. Can I save and have an immediate integration of the project in Teams? Example: A Team of my choice can access my file in the form that Teams allows, with buckets and timelines and charts and everything?
- I am working in Teams tasks kanban board. Can I save and export the board into desktop client? Let's say a project had been run in a kanban board so far and I have assigned People, tasks, due dates, labels etc. I don't want to manually copy every single information but would like to just somehow export the whole data into desktop format. Is that possible?
Technical info, app version:
Microsoft® Project® Online Desktop Client MSO (Version 2303 Build 16.0.16227.20202) 64-bit
- MichalPaulo --
1. If you are working with the Microsoft Project desktop application, then no, this is not possible. If you want this kind of integration with Teams, you would need to downgrade to the Project for the Web application.
2. No, you cannot export any type of project information from Project for the Web into the Microsoft Project desktop application.
Hope this helps.
5 Replies
- To integrate Microsoft Project Online Desktop Client with Microsoft Teams Project App and Todo Planner, you can follow these steps:
Connect your Project Online Desktop Client to your Project Online site: First, you need to connect your Project Online Desktop Client to your Project Online site. You can do this by opening the Project Online Desktop Client and selecting the "File" tab. Then, click on "Info" and select "Manage Accounts". From there, you can add your Project Online site and sign in using your credentials.
Install the Microsoft Teams Project App: To install the Microsoft Teams Project App, go to the Teams app store and search for "Project". Once you find the Project app, click on "Add" to install it to your Teams account.
Connect your Project Online site to your Teams account: Once you have installed the Project app, you need to connect your Project Online site to your Teams account. To do this, open the Project app in Teams and click on the "Settings" icon in the top right corner. From there, select "Connect to a Project Web App" and enter the URL of your Project Online site. Sign in using your credentials, and your Project Online site will be connected to your Teams account.
Add your Project tasks to Todo Planner: To add your Project tasks to Todo Planner, open the Project app in Teams and select the project you want to add tasks from. Then, click on the "Tasks" tab and select "Export to Planner". Choose the Planner you want to export the tasks to, and your tasks will be added to the selected Planner.
By following these steps, you can integrate your Project Online Desktop Client with your Teams Project App and Todo Planner, allowing you to manage your project tasks more efficiently across multiple platforms.- Almost 1 year later I'm trying to do what the owner of the question wanted... today times are different and I have these errors, could you check my post?
https://answers.microsoft.com/en-us/msoffice/forum/all/im-unable-to-link-my-ms-project-tasks/dc950cb6-1810-4657-ac8a-69f1800a55ae "Add your Project tasks to Todo Planner: To add your Project tasks to Todo Planner, open the Project app in Teams and select the project you want to add tasks from. Then, click on the "Tasks" tab and select "Export to Planner". Choose the Planner you want to export the tasks to, and your tasks will be added to the selected Planner."
Are you absolutely sure you can do it?
I have a problem with that.
Apparently, there is no "Tasks" tab in my Project, therefore I cannot select "Export to Planner".
Any ideas on why would that be missing?Here's the tabs that I got:
- MichalPaulo --
1. If you are working with the Microsoft Project desktop application, then no, this is not possible. If you want this kind of integration with Teams, you would need to downgrade to the Project for the Web application.
2. No, you cannot export any type of project information from Project for the Web into the Microsoft Project desktop application.
Hope this helps.Thanks Dale_HowardMVP
This is quite sad news.
I am still working on how to automate my work between Todo Planner and Desktop Project.
I think this is possible Web->Desktop by exporting data to Excel file and Desktop->Web by using Power Automate. Did not find out how to exactly do that yet.
