This document describes how to restore Microsoft Planner Plans, and how to download a Plan and/or attachments from specific tasks inside a Plan to an Excel spreadsheet.

Note: Both group and personal Plans are backed up. However, due to current API limitations, Personal Plans are only eligible for backup if they contain tasks assigned to other users. Group Plans—as well as personal Plans that have been shared with a Microsoft 365 Group—are backed up regardless of whether tasks are assigned.

Restore a Planner

To restore a user's Microsoft Planner plan, follow these steps:

1. Navigate to the Syncro Tenant's Details Page. 
2. In the Cloud Backups section, locate the row for “Planner Plans” in the Service column, then click Restore:
   
   The Backup Portal displays the Planner page.
3. The left side panel displays all Groups that contain any backed up Planner:
   
   Tip: Use the dropdown menu in the upper left corner to search for and select a Group, User, or Planner name.
4. Once you find the Planner you want, click its name to open it. 
   Note: The latest planner version is opened by default, but you can use the date selector to select a past date from the calendar, starting from the Planner's initial backup date. If you select a date, the Planner displays as it was on that date, allowing you to compare the contents among different dates.
5. Click Restore This Version. (Alternatively, you can Download a Plan.)
6. Type a new name for the Planner.
7. Click Restore to initiate the restoration process. The restoration may take some time.

The Planner will be restored to the original Group or User with the new planner name. 

Notes: 

• The restoration always creates a new Planner, regardless of whether the Planner already exists in Microsoft 365. 
• File attachments for tasks are also restored. 
• Labels for tasks are backed up and restored, but they are not displayed in the Backup portal and they are not included in the excel download.
• Comments for tasks are not included in the restore process. However, you can download the whole planner to your workstation, including comments.

Download a Plan or Attachments

To download a plan, follow these steps:

1. On the Backup Portal's Planner page, find the Planner you want and click its name to open it.
2. Click Download.

The Planner version from the selected date will be immediately downloaded to your workstation as an Excel worksheet (.xlsx). This worksheet will contain the names and links for all files attached to the tasks. 

To download attachments from a task inside a Planner Plan, follow these steps:

1. Find the Planner you want and click its name to open it.
2. Open a task and locate the Attachments at the bottom of the pop-up window:
   
3. Click the attachment name and the file is immediately downloaded to your workstation.

Note: If you Restore a Planner, all task assignments will be restored together with the Planner.