Microsoft Planner integration

This integration connects your automation platform with Microsoft Planner, providing extensive capabilities for task management and project planning within your Microsoft 365 environment. Leverage robust Microsoft Planner automation to streamline workflows, organize projects, and enhance team coordination without manual intervention.

Core task management capabilities

Automate the full lifecycle of your tasks and projects in Planner. This integration allows you to:

• Create, update, and delete tasks: Programmatically manage tasks, setting titles, descriptions, and due dates.
• Manage task checklists: Add, update, or remove individual checklist items within tasks for detailed progress tracking.
• Organize plans and buckets: Create new plans, add buckets within them, and update or delete existing structures as project needs evolve.
• Retrieve detailed information: Access specific task details, plan configurations, and bucket contents to inform subsequent automation steps.

Streamlined assignment and user control

Efficiently assign and track work across your team using flexible user management actions:

• Identify users by email or display name: Easily find Microsoft 365 user IDs for accurate task assignments.
• Assign tasks to specific users: Directly assign new or existing tasks to individuals or the currently authenticated user.
• List user-specific tasks and plans: Get an overview of all tasks assigned to a particular user or plans they are part of.
• Control task board views: Update how tasks are ordered and displayed on different board formats, such as by assignee or progress.

Benefits of Microsoft Planner automation

Integrating Microsoft Planner into your automated workflows offers several advantages:

• Increased operational efficiency: Reduce the time spent on repetitive administrative tasks like creating and assigning work.
• Improved project oversight: Maintain up-to-date project plans and task statuses automatically, ensuring clarity for all team members.
• Consistent task assignment: Standardize how tasks are created and allocated, minimizing errors and ensuring proper distribution of work.
• Better resource allocation: Quickly identify who is assigned to what, aiding in more effective team and resource management.