Microsoft 365 Planner
 | Microsoft Planner is a task and project management tool that helps teams organize, assign, and track work visually. Integrating Microsoft Planner with Make.com allows users to automate task creation, updates, and notifications across their productivity tools. |
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This is AI-generated content based on official Microsoft 365 Planner documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact Microsoft 365 Planner directly.
Requirements
To use the Microsoft 365 Planner app in Make, you must have an active Microsoft work or school account with appropriate permissions and an access token, create your account on Microsoft 365 Planner. For subscription, refer to the Microsoft 365 Planner pricing page.
Connect Microsoft 365 Planner and Make
To get started, you must first create a connection between Microsoft 365 Planner and Make, allowing the two services to communicate.
Obtain your OAuth2 credentials in your Microsoft 365 Planner account
Create the connection in Make.
Obtain your OAuth2 credentials in your Microsoft 365 Planner account
Before you create the connection in Make, you should first obtain your OAuth2 credentials in your Microsoft 365 Planner account.
To obtain your OAuth2 credentials :
Navigate to the Azure portal dashboard.
Click Azure Active Directory in the left navigation pane.
Click App registrations.
Click New registration.
Enter your application name.
Enter the callback URI: https://www.integromat.com/oauth/cb/microsoft-planner
Click Register.
Copy the Client ID displayed on the application overview page.
Click Certificates and secrets in the left menu.
Click New client secret.
Enter a description and select an expiration period for the Client secret.
Click Add.
Copy the Client secret displayed on screen.
You will use this value while creating a connection in Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Microsoft 365 Planner module to your scenario, and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Enter the authentication credentials you copied from your Microsoft 365 Planner account or follow the on-screen instructions to create the connection.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
Microsoft 365 Planner modules
After connecting to the Microsoft 365 Planner app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Microsoft 365 Planner resources
You can have access to more resources related to this app on the following links