Integrations

Microsoft Planner

13 actions for Microsoft Planner.

Add Attachment to Microsoft Planner Task#

Adds an attachment (URL reference) to a Planner task.

Plans: Trial, Pro, Premium, Enterprise · Type: PlannerAddAttachment

Inputs#

FieldTypeRequiredDefaultWhat it does
Task IDTextYes(empty)The ID of the task to add the attachment to.
URLTextYes(empty)The URL of the attachment.
AliasTextYes(empty)Display name for the attachment.
TypeTextNoOtherType of attachment (e.g., ‘Other’, ‘PowerPoint’, ‘Word’, ‘Excel’).

Outputs#

OutputType
SuccessYes/No
Task IdText
MessageText

Use as an agent tool#

Tool name: planner_add_attachment

Add an attachment to a Microsoft Planner task

Assign Task in Microsoft Planner#

Assigns or unassigns users to/from a Planner task.

Plans: Trial, Pro, Premium, Enterprise · Type: PlannerAssignTask

Inputs#

FieldTypeRequiredDefaultWhat it does
Task IDTextYes(empty)The ID of the task to assign users to.
Assign ToTextNo(empty)Comma-separated list of user IDs to assign to the task.
Unassign FromTextNo(empty)Comma-separated list of user IDs to unassign from the task.

Outputs#

OutputType
SuccessYes/No
Task IdText
MessageText

Use as an agent tool#

Tool name: planner_assign_task

Assign or unassign users to/from a Microsoft Planner task

Create Bucket in Microsoft Planner#

Creates a new bucket in a Planner plan.

Plans: Trial, Pro, Premium, Enterprise · Type: PlannerCreateBucket

Inputs#

FieldTypeRequiredDefaultWhat it does
Plan IDTextYes(empty)The ID of the plan to create the bucket in.
Bucket NameTextYes(empty)The name for the new bucket.

Outputs#

OutputType
IdText
NameText
Plan IdText

Use as an agent tool#

Tool name: planner_create_bucket

Create a new bucket in a Microsoft Planner plan

Create Plan in Microsoft Planner#

Creates a new Planner plan.

Plans: Trial, Pro, Premium, Enterprise · Type: PlannerCreatePlan

Inputs#

FieldTypeRequiredDefaultWhat it does
TitleTextYes(empty)The title for the new plan.
Owner Group IDTextNo(empty)The ID of the Microsoft 365 group that will own the plan.

Outputs#

OutputType
IdText
TitleText
OwnerText

Use as an agent tool#

Tool name: planner_create_plan

Create a new Microsoft Planner plan

Create Task in Microsoft Planner#

Creates a new task in a Planner plan.

Plans: Trial, Pro, Premium, Enterprise · Type: PlannerCreateTask

Inputs#

FieldTypeRequiredDefaultWhat it does
Plan IDTextYes(empty)The ID of the plan to create the task in.
Bucket IDTextYes(empty)The ID of the bucket to create the task in.
TitleTextYes(empty)The title for the new task.
DescriptionTextNo(empty)Optional task description.
Due DateTextNo(empty)Optional due date (ISO 8601 format, e.g., 2024-01-31T12:00:00Z).
Start DateTextNo(empty)Optional start date (ISO 8601 format).
Assigned ToTextNo(empty)Comma-separated list of user IDs to assign the task to.
PriorityNumberNo5Task priority (0-10, where 1=urgent, 3=important, 5=medium, 9=low).

Outputs#

OutputType
IdText
TitleText
Plan IdText
Bucket IdText

Use as an agent tool#

Tool name: planner_create_task

Create a new task in a Microsoft Planner plan

Delete Task from Microsoft Planner#

Deletes a Planner task.

Plans: Trial, Pro, Premium, Enterprise · Type: PlannerDeleteTask

Inputs#

FieldTypeRequiredDefaultWhat it does
Task IDTextYes(empty)The ID of the task to delete.

Outputs#

OutputType
SuccessYes/No
Task IdText
MessageText

Use as an agent tool#

Tool name: planner_delete_task

Delete a task from Microsoft Planner

Get Plan from Microsoft Planner#

Gets details of a specific Planner plan.

Plans: Trial, Pro, Premium, Enterprise · Type: PlannerGetPlan

Inputs#

FieldTypeRequiredDefaultWhat it does
Plan IDTextYes(empty)The ID of the plan to retrieve.

Outputs#

OutputType
IdText
TitleText
OwnerText
Created DateText

Use as an agent tool#

Tool name: planner_get_plan

Get details of a specific Microsoft Planner plan

Get Task from Microsoft Planner#

Gets details of a specific Planner task.

Plans: Trial, Pro, Premium, Enterprise · Type: PlannerGetTask

Inputs#

FieldTypeRequiredDefaultWhat it does
Task IDTextYes(empty)The ID of the task to retrieve.

Outputs#

OutputType
IdText
TitleText
Plan IdText
Bucket IdText
Percent CompleteNumber
PriorityNumber
Start DateText
Due DateText
Assigned ToList

Use as an agent tool#

Tool name: planner_get_task

Get details of a specific Microsoft Planner task

Get Task Details from Microsoft Planner#

Gets detailed information about a Planner task including description, attachments, and checklist.

Plans: Trial, Pro, Premium, Enterprise · Type: PlannerGetTaskDetails

Inputs#

FieldTypeRequiredDefaultWhat it does
Task IDTextYes(empty)The ID of the task to get details for.

Outputs#

OutputType
IdText
TitleText
Percent CompleteNumber
PriorityNumber
DescriptionText
AttachmentsList
ChecklistList

Use as an agent tool#

Tool name: planner_get_task_details

Get detailed information about a Microsoft Planner task

List Buckets from Microsoft Planner#

Lists all buckets in a Planner plan.

Plans: Trial, Pro, Premium, Enterprise · Type: PlannerListBuckets

Inputs#

FieldTypeRequiredDefaultWhat it does
Plan IDTextYes(empty)The ID of the plan to list buckets from.

Outputs#

OutputType
BucketsList
Total CountNumber

Use as an agent tool#

Tool name: planner_list_buckets

List all buckets in a Microsoft Planner plan

List Plans from Microsoft Planner#

Lists all Planner plans accessible to the user.

Plans: Trial, Pro, Premium, Enterprise · Type: PlannerListPlans

Inputs#

FieldTypeRequiredDefaultWhat it does
Max ResultsNumberNo50Maximum number of plans to return.

Outputs#

OutputType
PlansList
Total CountNumber

Use as an agent tool#

Tool name: planner_list_plans

List all Microsoft Planner plans accessible to the user

List Tasks from Microsoft Planner#

Lists tasks in a Planner plan or bucket.

Plans: Trial, Pro, Premium, Enterprise · Type: PlannerListTasks

Inputs#

FieldTypeRequiredDefaultWhat it does
Plan IDTextYes(empty)The ID of the plan to list tasks from.
Bucket IDTextNo(empty)Optional bucket ID to filter tasks.
Assigned ToTextNo(empty)Optional user ID to filter tasks assigned to them.
Max ResultsNumberNo50Maximum number of tasks to return.

Outputs#

OutputType
TasksList
Total CountNumber

Use as an agent tool#

Tool name: planner_list_tasks

List tasks in a Microsoft Planner plan or bucket

Update Task in Microsoft Planner#

Updates an existing Planner task.

Plans: Trial, Pro, Premium, Enterprise · Type: PlannerUpdateTask

Inputs#

FieldTypeRequiredDefaultWhat it does
Task IDTextYes(empty)The ID of the task to update.
TitleTextNo(empty)New title for the task (leave empty to keep current).
Bucket IDTextNo(empty)Move task to a different bucket (leave empty to keep current).
DescriptionTextNo(empty)New description for the task (leave empty to keep current).
Due DateTextNo(empty)New due date (ISO 8601 format, leave empty to keep current).
Start DateTextNo(empty)New start date (ISO 8601 format, leave empty to keep current).
Percent CompleteNumberNo-1Completion percentage (0-100, use -1 to keep current).
PriorityNumberNo-1Task priority (0-10, use -1 to keep current).

Outputs#

OutputType
SuccessYes/No
Task IdText
MessageText

Use as an agent tool#

Tool name: planner_update_task

Update an existing Microsoft Planner task