Elena Humeniuk
PPM Consultant
While migration of project management tools is usually a complex process, it can be simplified with the right tools and planning. In this article, we present a detailed guide on how to do Asana migration to the New Microsoft Planner so that you can quickly transfer all your data and your team can still operate effectively.
The Need for Asana Migration to New Microsoft Planner
New Planner provides a whole new project management experience with built-in AI features. It has more features and an improved user interface, and it is best for teams already using Microsoft 365 products.
Some organizations migrate from Asana to New Planner because of better integration within Microsoft, enhanced collaboration, or cost optimization.
Preparing for the Migration
It is always recommended that the current state of Asana be analyzed before initiating the migration process. This includes:
- Reviewing Current Projects and Tasks: Determine which projects, tasks, and data must be migrated. It is essential to identify the current and active projects for migration.
- Data Cleanup: Discard or delete all projects (or tasks) that are no longer needed due to obsolescence or completion and, hence, do not require any type of migration to a new platform. This will help the migration process and avoid unnecessary data in the New Planner.
- Exporting Data: Exporting project data from Asana to CSV is possible. This step is essential since it provides the foundation for data import to the New Planner. Ensure that all the required fields are exported, like the task names, brief descriptions of the tasks, due dates, and the individuals assigned to complete the tasks.
Addressing Common Migration Challenges
When doing Asana migration to New Microsoft Planner, some common challenges may arise:
- Data Loss or Corruption. Ensure that the tool you use for migration is reliable and has the function of data verification.
- Differences in Task Structures. Asana and Microsoft New Planner have different designs in terms of task management. This can easily be avoided through proper mapping and customization during this migration process.
- User Adaptation. It’s also possible that there is a new interface to learn. In this regard, you must first train your employees to use the New Microsoft Planner.
Deciding on the Right tool for Migration
Using a specially designed migration tool is advisable to migrate Asana to Microsoft New Planner. Project Migrator is one great option that offers an easy way to migrate data to the New Microsoft Planner.
How FluentPro Project Migrator Works
FluentPro Project Migrator is a cloud-based platform for automated project data migration. It enables easy and fast data migration from one project management system to another. Project Migrator offers both full and partial migration of the projects and allows users to define custom data mapping. With the help of this tool, you can avoid spending weeks manually transferring data to the new project management system.
Such tools assist in the migration process, minimize errors, and guarantee that project details, subtasks, and attachments are correctly transferred to the new system.
How to do Asana migration to New Microsoft Planner
Follow these steps for migration from Asana to New Planner (basic and premium plans):
Step 1 Establish connection with the source and target systems. You must first connect the source Asana environment and the target New Planner environment.
Step 2 Choose source data. Project Migrator allows you to select all source data at once or only the required items for migration.
Step 3 Object mapping. Project Migrator has a convenient built-in data mapping feature that allows you to map the source data fields with the target system fields.
Step 4 Initiate the Migration. After mapping and validation, begin the migration process. You can monitor the migration progress using the dashboard.
Step 5 Post-Migration Review and Testing. Lastly, when migration to New Microsoft Planner is successfully completed, following the data set in the application is recommended. Ensure all tasks, descriptions, attachments, and due dates have been moved correctly.
Migration Tips: What You Should Know
To ensure smooth Asana migration, consider these best practices:
- Plan Ahead. First, define a clear migration plan covering all the stages of the migration process, from the preparation stage to the stage of controlling the result.
- Communicate with Your Team. Let them know all the details of how the migration process will unfold and the timeline. Equip them with training and proper materials.
- Test Before Full Migration. It is recommended that you start the migration with a small project as a pilot, giving you insight into any potential issues.
- Have a Rollback Plan: Always have a backup plan if the migration process does not work out as expected.
Value that Project Migrator Provides for Organizations
Asana New Planner migration can make your team more efficient and provides opportunities to integrate your systems. That is why, following the instructions given above, you can avoid numerous pitfalls that may occur during the migration process and maximize the availability of the project data.
Project Migrator provides the following benefits:
- Automation: With full automation, there is no need to put in any manual effort.
- No data loss: Minimized human errors and risks.
- Saving Time: Save time by providing a fully automated migration process.
- Quick & easy: Easy to use; no additional consultants will be required.
Sign up to start your Asana migration today
