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How to Add Goals to a Microsoft Planner Portfolio Roadmap

John Wilson Sep 29, 2026 869 views

Question details

Users need a way to add organizational goals to a Microsoft Planner portfolio roadmap instead of only tracking progress by individual tasks.

How to Add Goals to a Microsoft Planner Portfolio Roadmap

Product: Microsoft Planner
Device & OS: not provided
Scenario: Tracking high-level development plans and broad organizational goals alongside project tasks.
Observed behavior: Microsoft Planner only supports tracking individual tasks and lacks a native feature to add or monitor organizational goals directly on a portfolio roadmap.

Before you start

Ensure you have an active Microsoft Viva Goals license and the necessary administrator permissions, as integrating Viva Goals is required to track OKRs alongside Planner tasks.

Solution 1Recommended

Integrate Microsoft Planner with Microsoft Viva Goals

Use the Microsoft Viva Goals integration to automatically track organizational goal progress based on your Planner task completion.

Since Microsoft Planner does not support goal-level roadmaps natively, Microsoft recommends managing your project tasks in Planner and linking them to Microsoft Viva Goals. This integration automatically updates the progress of your organizational objectives whenever tasks are completed in your linked Planner boards.

Access Microsoft Viva Goals

Log in to your Microsoft 365 account, open Microsoft Viva Goals, and navigate to the specific Objective or Key Result (OKR) you want to track.

Add the Planner Integration

Click 'Edit' on your selected Key Result, scroll to the Progress section, select 'Add Integration', and choose 'Microsoft Planner' from the data integration options.

Configure Tracking Metrics

Select the specific Planner plan you want to connect. Choose whether you want Viva Goals to track progress based on the number of completed tasks or the percentage of checklist items finished.

Save and Monitor

Click 'Save' to finalize the integration. Your organizational goal roadmap in Viva Goals will now dynamically update as your team completes tasks in Microsoft Planner.

Integrate Microsoft Planner with Microsoft Viva Goals

Administrator Settings: If you cannot find Microsoft Planner in the integration list, ask your IT administrator to enable the Planner integration within the Viva Goals admin dashboard.

Solution 2

Export Planner Tasks to Excel for Manual Goal Tracking

Export your Microsoft Planner data to Excel to manually group tasks into higher-level organizational goals.

Free Microsoft Office alternative

Create Comprehensive Project Roadmaps and Goal Trackers with WPS Office

While Microsoft Planner requires paid integrations like Viva Goals for advanced roadmap tracking, WPS Office provides a powerful, totally free spreadsheet tool with built-in templates to easily manage OKRs, project roadmaps, and organizational goals.

1. Download WPS Office: Download and install WPS Office on your PC or Mac for free.
2. Search for Roadmap Templates: Open WPS Spreadsheet, go to the Template library, and search for 'Roadmap' or 'Goal Tracking'.
3. Customize Your Tracker: Apply the template and easily customize the columns to map your individual tasks to high-level organizational goals.

Completely free suite including Writer, Spreadsheet, and Presentation tools.Fully compatible with Microsoft Excel (.xlsx), Word, and PowerPoint formats.Hundreds of free, customizable templates for project management and goal tracking.Lightweight architecture for fast performance on any device.

microsoft office alternative - wps office

Frequently Asked Questions

Does Microsoft Planner Premium support native goal tracking?

Planner Premium offers more advanced timeline and roadmap visualization features compared to basic Planner, but it still relies on Microsoft Viva Goals for dedicated OKR (Objectives and Key Results) tracking and organizational alignment.

Can I link multiple Planner plans to a single Viva Goal?

Yes, Viva Goals allows you to connect multiple Microsoft Planner plans to a single Key Result. This is useful for tracking a high-level goal that requires contributions from different departments or projects.

Is Microsoft Viva Goals included in all Microsoft 365 subscriptions?

No, Microsoft Viva Goals is not included in standard Microsoft 365 business plans. It requires a separate subscription or must be purchased as part of the premium Microsoft Viva suite.

Can I use tags or labels in Planner to simulate goals?

Yes, as a workaround, you can use the colored labels in Microsoft Planner to represent different organizational goals. However, this method only categorizes tasks and will not generate a high-level roadmap or percentage-based progress report for the goal itself.

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