Microsoft Planner
Find, summarise, create and update Microsoft Planner tasks from workflows and the chat
Find, summarise, create and update tasks in Microsoft Planner, including the plans of your Microsoft 365 groups and Teams. The integration works in workflows and in the chat's agent mode, for example with "Which Planner tasks are due this week?"
Authentication: OAuth 2.0. Connect your Microsoft account on the integrations page. You see exactly the plans your Microsoft account sees in Planner and Teams.
Permissions
| Permission | What for |
|---|---|
Tasks.ReadWrite | Read plans and tasks, create and update tasks. Without "Change tasks" when connecting: read-only |
User.Read | Optional: which account is connected, and who "me" is |
User.ReadBasic.All | Optional: show assignee names and assign people by e-mail address |
If your organisation does not allow the optional permissions, Planner still connects. Assignees then show as user ids, and tasks can be assigned by user id or "me" only.
Premium plans are not reachable through Microsoft's API, only basic plans.
Actions
List Plans
Returns every plan the connected account can see, including the plans of its groups and Teams.
| Input | Required | Description |
|---|---|---|
| Group ID | No | Only the plans of this Microsoft 365 group (team) |
| Output | Type | Description |
|---|---|---|
plans | array | Plans with id, title, groupId |
List Buckets
Returns the buckets (columns) of a plan in board order.
| Input | Required | Description |
|---|---|---|
| Plan | Yes | The plan |
| Output | Type | Description |
|---|---|---|
buckets | array | Buckets with id and name |
List Tasks
Returns the tasks of a plan, or without a plan every task assigned to you in any plan.
| Input | Required | Description |
|---|---|---|
| Plan | No | Empty: every task assigned to me |
| Only tasks assigned to me | No | With a plan: only my tasks |
| Status | No | open (default), all, notStarted, inProgress, completed |
| Bucket | No | Only tasks in this bucket |
| Due on or before / after | No | Due date as YYYY-MM-DD |
| Limit | No | At most this many tasks (default 50, max 200) |
| Output | Type | Description |
|---|---|---|
tasks | array | Tasks with title, status, priority, dueDate, planTitle, bucketName, assignees (id, name) |
Get Task
Returns one task with its description, checklist, links, bucket and assignees.
| Input | Required | Description |
|---|---|---|
| Task | Yes | The task |
Create Task
| Input | Required | Description |
|---|---|---|
| Plan | Yes | The plan |
| Title | Yes | Title |
| Bucket | No | A bucket of the plan |
| Description | No | Description (notes) |
| Assignees | No | User ids, e-mail addresses or me, comma-separated |
| Due Date | No | Due date as YYYY-MM-DD |
| Start Date | No | Start date as YYYY-MM-DD |
| Priority | No | urgent, important, medium or low |
| Status | No | notStarted, inProgress or completed |
Update Task
Changes only the fields you set. Blank fields stay as they are; none clears a description or a date.
| Input | Required | Description |
|---|---|---|
| Task | Yes | The task |
| Title, Description | No | New title, new description |
| Assignees (replace) | No | Replaces every assignee |
| Add / Remove | No | Adds or removes assignees |
| Bucket | No | Moves the task to a bucket of the same plan |
| Due / Start Date | No | New dates |
| Priority, Status | No | As in "Create Task" |
| Percent complete | No | Progress 0–100 |
If someone edits the same task at the same moment, the action reads it again and retries once.
Move Task to Bucket
| Input | Required | Description |
|---|---|---|
| Task | Yes | The task |
| Bucket | Yes | Target bucket in the same plan |