Overview
Microsoft Planner is a task-tracking app used for collaboration within Microsoft 365. To prevent data loss due to accidental deletion, ransomware attacks, or group deletion, Druva enables you to securely back up, restore, and manage Planner data.
Additionally, to maintain point-in-time consistency across Microsoft 365 apps within a Group, our unified backup feature allows you to back up and restore Group Metadata, Planner, and Group Site together, ensuring seamless data recovery.
Microsoft Planner data is included as part of Group Backup. When you configure a backup for a Group, the following components are backed up:
Group Metadata – Stores essential information about the Group.
Planner Data – Includes Plans, tasks, and associated details.
Group Site – Stores documents and files associated with the Group.
A new #Plans column on listing page helps identify groups with Planners.
Backup Microsoft Planner
To learn more about backing up Planner, please refer to the Backup Group Data.
Restore Microsoft Planner
In cases of accidental deletion or data loss, you can now do one of the following;
Full Planner Restore: In case of accidental deletion or data loss, you can restore the entire Planner plan, including:
Tasks
Buckets
Comments
Attachments
Granular Planner Restore: For more precise recovery, you can selectively restore specific elements of your Planner plan:
Recover only the necessary data
Gain greater control over the restoration process
Improve efficiency by restoring only what is needed
To learn more about restoring Planner data, please refer to the Restore Groups Data.
Monitoring Backup and Restore Activities
You can monitor Planner backup and restore activities using the following tools
Live Activities: Displays real-time progress of ongoing backup and restore activities for Groups, including Planner.
Activity Stream: Provides a detailed log of completed backup and restore activities. A separate log file is generated for Planner activities.
To learn more about Monitoring Planner activities, please refer to the Monitor Groups Data.
Planner Restore Limitations
Microsoft Planner restore may not recover the "completed by" information associated with tasks, requiring users to rely on alternative methods like change history or manual updates. This is due to a limitation in the Microsoft API.
If a SharePoint site has a sub-site named 'Documents,' granular restore with Planner is not possible. This is because 'Documents' is the default folder for storing attachments. For example, if the folder name is changed to 'New Folder' and there is a sub-site with the same name ('New Folder'), the restore process will fail.
If a Planner attachment is deleted or updated from the SharePoint site, but the associated Planner task or bucket remains unchanged, the Planner attachment will not be restored during a Planner restore operation.
Granular restoration of attachments in the form of links is not supported, regardless of whether they originate from the same site, a different site, or an external source.
How to Enable Planner Backup?
If you want to start protecting your Microsoft Planner data, contact Support. To ensure Planner backup and restore functions correctly, you must reconfigure the app to update permissions.