Export Text from Planner to Word

Question

Export Text from Planner to Word

Stef Tofanelli 0

I'm not able to copy / paste anything from Planner to a word document. Seems all I can do is move tasks around within this applet on Planner for Web. I really would like to be able to export all the text from all the plans and tasks to a writeable format, csv or anything I can edit. This would be helpful for writing a self-assessment yearly review. Is there a way to extract and copy the text?

1 answer

Your answer

Answer 1

Vy Nguyen 3,165 Microsoft External Staff Moderator

Hi @Stef Tofanelli,

Good day! Thank you for reaching out to Microsoft Q&A forum and sharing your experience.

I understand you're looking to copy or export your Planner tasks into a format that’s easy to edit, such as Word or CSV, for your yearly self-assessment.

To better assist you, could you please clarify a few details?

Which steps have you tried so far to copy or export your Planner tasks? This will help us understand where the issue might be occurring.
Do you see any error messages or unexpected behavior during the process? If so, please share a screenshot or describe what happens.

In the meantime, you can try through the steps below to access your Planner and export your task details

You can open your browser and visit: tasks.office.com
You can sign in to your account
- Use your work or school email address associated with Microsoft 365.
- Enter your password and complete any authentication steps if prompted.
Once signed in, select the plan you want to export from the left-hand panel.
You can try to export to excel
- In the top-right corner of the plan, click the “...” (More options) menu.
- Select “Export plan to Excel.”
- This will download a spreadsheet containing all your tasks, including titles, descriptions, due dates, and assignments.
You can edit or convert to Word/CSV
- You can open the Excel file and edit it directly.
- If you prefer a CSV format, go to File > Save As and choose CSV.
- To use the content in Word, simply copy and paste the relevant sections from Excel into your Word document.

If these steps match your situation and you’d like help going through them, I’m here to support you. Once I have a bit more information from you, I’ll be able to guide you further.

Thank you again for your patience and for choosing Microsoft Q&A forum. Please let me know if there’s anything else I can assist you with. I’m here to support you every step of the way.

If the answer is helpful, please click "Accept Answer" and kindly upvote it. If you have extra questions about this answer, please click "Comment”.

Note: Please follow the steps in our documentation to enable e-mail notifications if you want to receive the related email notification for this thread.

Vy Nguyen 3,165 Reputation points Microsoft External Staff Moderator

2025-08-04T16:37:30.0966667+00:00

Hi @Stef Tofanelli,

Good day! I hope this message finds you well.

It's been a while since our last conversation, and I wanted to check in on how things are progressing with the issues we've discussed. Have you had a chance to review the answers we have provided?

If there is anything else, I can help you, please don't hesitate to get in touch. I would be happy to help.

Thank you again for your patience and for choosing Microsoft Q&A forum. Please let me know if there’s anything else I can assist you with. I’m here to support you every step of the way.

If the answer is helpful, please click "Accept Answer" and kindly upvote it. If you have extra questions about this answer, please click "Comment”

Note: Please follow the steps in our documentation to enable e-mail notifications if you want to receive the related email notification for this thread.
Vy Nguyen 3,165 Reputation points Microsoft External Staff Moderator

2025-08-05T15:45:35.33+00:00

Hi @Stef Tofanelli,

I hope you're having a good week so far.

I'm reaching out again to follow up on your issue and check if everything has been resolved. My goal is to ensure your experience remains smooth and hassle-free. If you're still encountering any problems or have run into new challenges, please let me know which steps you're currently stuck on and happy to provide further help whenever you need it.

If you have any further questions, feel free to tag me in your reply so I can assist you directly.

Looking forward to your update.

If the answer is helpful, please click "Accept Answer" and kindly upvote it. If you have extra questions about this answer, please click "Comment”

Note: Please follow the steps in our documentation to enable e-mail notifications if you want to receive the related email notification for this thread.
Stef Tofanelli 0 Reputation points

2025-08-05T21:57:38.8033333+00:00

Hi Vy,

I'm not able to view planner from the web, only in Microsoft Teams

See Error:

Troubleshooting details

If you contact your administrator, send this info to them.

Copy info to clipboard

Request Id: ****

Correlation Id: ****

Timestamp: 2025-08-05T21:55:59Z

Message: AADSTS50020: User account '[redacted]' from identity provider '' does not exist in tenant 'Microsoft' and cannot access the application ''(Microsoft Planner Client) in that tenant. The account needs to be added as an external user in the tenant first. Sign out and sign in again with a different Azure Active Directory user account.

Flag sign-in errors for review: ****

If you plan on getting help for this problem, enable flagging and try to reproduce the error within 20 minutes. Flagged events make diagnostics available and are raised to admin attention.
Vy Nguyen 3,165 Reputation points Microsoft External Staff Moderator

2025-08-05T22:42:15.9333333+00:00

Hi @Stef Tofanelli,

Thank you for your update and for sharing the error details.

Based on the error message you shared, it looks like your account is trying to access Microsoft Planner in a tenant where it hasn’t been granted access. Specifically, the message indicates that your user account doesn’t exist in the Microsoft tenant associated with the Planner web app, which is why it works in Teams but not on the web.

Please note that this forum is publicly accessible. To help safeguard your privacy, we’ve edited your post to remove any identifiable information related to your organization. Going forward, we kindly ask that you avoid including personal or organizational details such as email addresses, tenant IDs, or screenshots with sensitive data - when posting. This helps ensure your information remains secure.

To move forward with resolving this issue, the most effective next step would be to submit a support ticket with Microsoft. This will connect you with the appropriate team that has the necessary tools and access to investigate the issue in more detail. Error AADSTS50020 - User account from identity provider does not exist in tenant | Microsoft Learn

Thank you again for your patience and for choosing Microsoft Q&A forum. Please let me know if there’s anything else I can assist you with. I’m here to support you every step of the way.
Vy Nguyen 3,165 Reputation points Microsoft External Staff Moderator

2025-08-08T16:18:46.0666667+00:00

Hi @Stef Tofanelli,

I hope you're having a productive week.

I'm following up to ensure the issue you previously raised has been fully resolved. My aim is to support a seamless and efficient experience for you. If you're still encountering any difficulties or have come across new challenges, please feel free to share the specific steps where you're experiencing issues. I’d be glad to assist further.

Should you have any additional questions, you're welcome to tag me in your response so I can address them directly.

I look forward to your update.

Share via

Export Text from Planner to Word

1 answer

Your answer