How to Back Up Microsoft Planner
- George Apostolov
How to Back Up Microsoft Planner: step-by-step guide
Head over to the left-side panel, then click 'My Plans'.
After that, find and open the plan you want to back up.
Navigate to the top menu bar, then click the drop-down arrow next to the arrow name.
Subsequently, click 'Export Plan to Excel'.
After completing these steps, the selected plan will be exported to your local storage as an Excel file. Keep your copy in a safe space and consider it a backup of your plan.
Quick answer: To back up your plans in Microsoft Planner, go to the left-side panel, click 'My Plans', and open the plan. Next, click the drop-down arrow next to the arrow name in the top menu bar, select 'Export Plan to Excel', and save the file to your local storage as a backup.
About this Microsoft tutorial
Export and save your Microsoft Planner data to local storage as an Excel file to secure a reliable offline backup of your plans. This guide shows how to back Up Microsoft Planner in 5 steps, starting with "Head over to the left-side panel, then click 'My Plans'" and finishing with "After completing these steps, the selected plan will be exported to your local storage...". The interactive demo above is a click-through copy of the real Microsoft interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to back Up Microsoft Planner?
5 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Microsoft data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Microsoft. Related guides: How to Bold Lines in Microsoft Excel, How to Bring In Microsoft Planner Data to Power BI and How to Calculate Average in Microsoft Access. Last reviewed 05 Oct 2026.
Create your first interactive demo in minutes
No credit card required • Start building today
