> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect goals to Planner and meetings

> Prepare a linked Planner item or add goals to an existing upcoming meeting agenda.

**Audience:** users with Goals management permission for these row and bulk actions. **Add to Planner** additionally requires Planner write or management permission. Adding agenda items requires the appropriate Calendar write access. Ask your MSP about missing actions.

## Add goals to Planner

1. For one goal, open its row menu and choose **Add to Planner**. For several goals, select their checkboxes and choose **Actions > Add to Planner**.
2. Use goals belonging to the same company. An organization goal without a company cannot use this transfer.
3. Review the prepared Planner item. One selected goal supplies its title and description. Several selected goals prepare **one** Planner item with a combined description and links to the selected goals.
4. Check the Planner item’s type, status, dates, effort/cost fields, linked records, custom fields, and Company visibility. The company is locked to the source goals’ company.
5. Use the Planner dialog’s save action and wait for success. Closing the draft without saving does not create the item.
6. Reopen the goal’s row menu and use **View in Planner** or the available linked items to review the saved item.

The original goals remain. This action creates and links a Planner item; it does not replace the goals or automatically complete them. The prepared due date uses the earliest available selected goal due date, or today when none is set. Review that date before saving.

## Add goals to a meeting

1. Choose a goal’s **Add to Meeting** action, or select several goals and use **Actions > Add to Meeting**.
2. For a bulk action, use goals belonging to the same company.
3. Review the items to add and choose an existing upcoming meeting for that company.
4. Check the selected meeting and its available agenda preview.
5. Select **Add to Agenda** and wait for success.
6. Open the meeting to confirm the added agenda items.

The picker lists up to 50 upcoming meetings. It does not create a meeting or include meetings that have already started. If none appears, check the company and your Calendar access, or create the meeting in Calendar first when permitted.

Adding an agenda item does not itself send an invitation, change goal progress, or mark the goal completed.

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Will selecting three goals create three Planner tasks?">
    No. The bulk action prepares one Planner item linked to the three source goals. Review and save that item.
  </Accordion>

  <Accordion title="Does Add to Planner save as soon as I click it?">
    No. It opens a prepared Planner draft. Save the draft and wait for success before treating it as created.
  </Accordion>

  <Accordion title="Can I combine goals from different companies?">
    These transfer actions require the selected goals to belong to the same company. Split the work by company.
  </Accordion>

  <Accordion title="Can I use a goal with no company?">
    Planner transfer needs a company, and row-level meeting/Planner actions are absent for company-less goals.
  </Accordion>

  <Accordion title="Why is a past meeting missing from Add to Meeting?">
    The picker queries upcoming meetings. Open Calendar for the meeting’s own available editing controls.
  </Accordion>

  <Accordion title="Does linking a goal synchronize its status and progress?">
    Do not assume automatic synchronization. Review the goal and linked Planner or meeting record separately.
  </Accordion>
</AccordionGroup>