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Tool Integrations
Tool

Microsoft Planner

Create and manage tasks in Microsoft Planner

Microsoft Planner

Create tasks, list plans, and manage assignments in Microsoft Planner. Part of the Microsoft 365 productivity suite, accessible via Microsoft Graph API.

Overview

PropertyValue
Typemicrosoft_planner
CategoryTool — Project Management
AuthOAuth 2.0 (Microsoft)

Operations

OperationDescription
Create TaskCreate a new task in a plan
List TasksGet all tasks in a plan
Update TaskModify task details
List PlansGet all plans in a group

Configuration

SettingTypeDescription
Microsoft AccountOAuthConnect Microsoft 365
PlanDropdownSelect a planner plan
BucketDropdownTask bucket/column
TitleShort inputTask title
DescriptionLong textTask notes
Due DateShort inputDue date (ISO format)
Assigned ToShort inputUser email

Outputs

FieldTypeDescription
taskIdstringCreated task ID
contentstringTask or list data

Example: Sprint Task Creation

Workflow:

[Starter: Sprint goals] → [Agent: Break into tasks] → [Loop] → [Planner: Create Task]

Input sprint goals, Agent breaks them into individual tasks with descriptions and priorities, Loop creates each task in the Sprint board bucket.

Tips

  • Buckets are columns in the Planner board — organize tasks by category or phase
  • Combine with Teams — Planner tasks appear in Teams' Tasks tab