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How to export a Plan from Teams Planner to Excel

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Chris Menard

In this tutorial, I guide you through the process of exporting a plan from Microsoft Teams to Excel. I start in the Teams app and show you my plan named 'Task'. I illustrate that the export process is the same regardless of the plan's name or which view you're in within Teams.

Moving to the browser version of Tasks (tasks.office.com), I demonstrate how to access the 'Export Plan to Excel' option and proceed to download the plan. I then open the Excel file, noting the importance of enabling editing, and confirm the successful export by showing the tasks listed as either not started or completed.

Chapters/Bookmarks
00:00 Introduction to the Video
00:10 Navigating Teams and Planner Overview
00:39 Exporting a Plan to Excel
01:07 Reviewing the Exported Plan
01:28 Conclusion and Additional ResourcesAnd make sure you subscribe to my channel!

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