Block: Microsoft Planner Block

The Microsoft Planner block integrates Planner task management into your workflow. Use it to read all of your tasks, tasks from a specific plan, or an individual task, and to create new tasks with properties like title, description, due date, and assignees using OAuth authentication.

Overview

Property	Value
Type	`microsoft_planner`
Category	tools
Color	`#E0E0E0`

When to Use

Create a new Planner task in a plan as part of an automated workflow.
Read a specific task by ID to pull its current details into downstream steps.
Fetch all tasks within a given plan to summarize or process them.
Retrieve all of the authenticated user's tasks across plans.
Assign newly created tasks to a user and set due dates programmatically.
Organize created tasks into a specific bucket within a plan.

Configuration

Operation

Choose the action to perform. This selection determines which additional fields are displayed.

Label	ID
Read Task	`read_task`
Create Task	`create_task`

Microsoft Account

OAuth credential used to authenticate against Microsoft Planner via the microsoft-planner provider. Required scopes: openid, profile, email, Group.ReadWrite.All, Group.Read.All, Tasks.ReadWrite, offline_access.

Plan ID

The ID of the Planner plan to operate on. Shown for both read_task and create_task. For read operations it is optional — when supplied, all tasks from that plan are returned; when omitted together with Task ID, all tasks assigned to the authenticated user are returned. For create operations it is required.

Task ID (basic mode)

Available for read_task only. A file-selector picker (basic mode) that lets you choose a task interactively from the connected Microsoft Planner account.

Manual Task ID (advanced mode)

Available for read_task only. A free-text input (advanced mode) for entering a task ID directly. When provided, it takes priority over Plan ID and returns a single specific task.

Task Title

The title of the task to create. Required for create_task.

Description

An optional long-form description for the task being created. Shown only for create_task.

Due Date

An optional due date/time for the task in ISO 8601 format (e.g., 2024-12-31T23:59:59Z). Shown only for create_task.

Assignee User ID

Optional. The Azure AD user ID of the person the task should be assigned to. Shown only for create_task.

Bucket ID

Optional. The ID of the bucket (column) within the plan where the task should be placed. Shown only for create_task.

Inputs & Outputs

Inputs:
- operation (string) — Operation to perform (read_task or create_task)
- credential (string) — Microsoft account OAuth credential
- planId (string) — Plan ID (required for create_task; optional for read_task)
- taskId (string) — Task ID (for read_task; overrides planId when set)
- title (string) — Task title (required for create_task)
- description (string) — Task description (optional, create_task only)
- dueDateTime (string) — Due date in ISO 8601 format (optional, create_task only)
- assigneeUserId (string) — Azure AD user ID to assign the task to (optional, create_task only)
- bucketId (string) — Bucket ID within the plan (optional, create_task only)
Outputs:
- task (json) — The Microsoft Planner task object, including details such as id, title, description, status, due date, and assignees
- metadata (json) — Additional metadata about the operation, such as timestamps, request status, or other relevant information

Tools

Read Microsoft Planner Tasks (microsoft_planner_read_task) — Reads tasks from Microsoft Planner via the Microsoft Graph API. Retrieves a single task when taskId is provided, all tasks from a specific plan when planId is provided, or all tasks assigned to the authenticated user when neither is supplied.

Create Microsoft Planner Task (microsoft_planner_create_task) — Creates a new task in Microsoft Planner via the Microsoft Graph API. Requires planId and title; optionally accepts description, dueDateTime, assigneeUserId, and bucketId.

YAML Example

planner_create:
  type: microsoft_planner
  name: "Microsoft Planner"
  inputs:
    operation: "create_task"
    credential: "{{MICROSOFT_PLANNER_CREDENTIAL}}"
    planId: "AAkALgAAAAAAHYQDEapmEc2byACkI8OwAA"
    title: "Follow up with customer"
    description: "Reach out about the renewal"
    dueDateTime: "2024-12-31T23:59:59Z"
    assigneeUserId: "{{user_lookup_1.userId}}"
    bucketId: "BnD4zqJ5xUiZbPz8bHMWGmQAGGwn"
  connections:
    outgoing:
      - target: next-block-id

Microsoft Planner Block