1. Extensions
  2. Anaplan for Microsoft 365
  3. Work with Anaplan data in Microsoft 365
  4. Manage your cards

Use the toolbar in the Templates and Cards in Document tabs to access and manage your cards.

The Anaplan for Microsoft 365 Add-on is in early access (EA). It's only available to participants of the EA program.

Find out more about early access or how to register your interest in our current EA programs.

In the Templates tab, you can use the toolbar to:

  • Update your list of cards.
    This retrieves the latest cards from the card template library in Anaplan.
  • Filter your list of cards by tenant, workspace, and model.

In the Cards in Document tab, you can use the toolbar to:

  • Group your cards by model, card type or name, or by your cards location in your document.
  • Sort your cards alphabetically.
  • Update your list of cards to reflect what is in your document.


We may update our documentation occasionally, but will only do so in a way that does not negatively affect the features and functionality of the Anaplan service.