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How to Export a Microsoft Teams Planner to Excel



How to Export a Microsoft Teams Planner to Excel: step-by-step guide

  1. Inside the main dashboard of your Microsoft Teams account, head over to the left-side panel and click 'Planner'.

  2. After that, tap 'My Plans' to proceed.

  3. Find and open the specific plan you want to export.

  4. Subsequently, tap the drop-down arrow next to the plan name.

  5. Finally, click 'Export Plan to Excel'. In a minute or two, the selected plan will be downloaded to your device as an Excel file.

Quick answer: To export a Microsoft Teams Planner to Excel, click Planner in the left-side panel, tap My Plans, and open the specific plan. Next, click the drop-down arrow next to the plan name, and finally, select Export Plan to Excel to download the file to your device.

About this Microsoft Teams tutorial

Download your Microsoft Teams Planner data to an Excel file by opening your plan and selecting the export option from the drop-down menu. This guide shows how to export a Microsoft Teams Planner to Excel in 5 steps, starting with "Inside the main dashboard of your Microsoft Teams account, head over to the left-side p..." and finishing with "Finally, click 'Export Plan to Excel'. In a minute or two, the selected plan will be do...". The interactive demo above is a click-through copy of the real Microsoft Teams interface, so you can rehearse each step before doing it in your own account.

Frequently asked questions

How many steps does it take to export a Microsoft Teams Planner to Excel?

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 Teams data or settings. Once you know the flow, repeat it in your own workspace.

This tutorial is filed under Microsoft Teams, Microsoft and Excel. Related guides: How to find hidden chats in teams?, How to go to next line in teams chat ? and How to hyperlink in teams?. Last reviewed 05 Oct 2026.

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