Productivity
Microsoft 365 Planner
16 min
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 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 https //www microsoft com/en/microsoft 365/planner/planner and project support 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, https //www microsoft com/en/microsoft 365/planner/microsoft planner for subscription, refer to the https //www microsoft com/en/microsoft 365/planner/microsoft planner connect microsoft 365 planner and {{product name}} to get started, you must first create a connection between microsoft 365 planner and {{product name}} , 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 {{product name}} , 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 {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //learn microsoft com/en us/graph/planner concept overview create the connection in {{product name}} https //www make com/en/register , add the microsoft 365 planner module to your {{scenario singular lowercase}} , 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 docid\ so88fm6pkt0g adkddfzz 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 {{scenario plural lowercase}} create a bucket creates a new bucket within your planner to help organize tasks create a plan creates a new project plan within your selected workspace create a task creates a new task in microsoft planner delete a bucket deletes a specific bucket from your planner delete a task deletes a specific task from your planner get a bucket retrieves detailed information about a specific planner bucket get a plan retrieves detailed information about a specific plan get a task retrieves detailed information about a specific planner task list buckets fetches and displays all available planner buckets from your account list plans retrieve a list of all plans associated with the authenticated user's account list tasks fetches a list of tasks from your planner make an api call executes a custom api request to the connected service using your authorized credentials update a bucket modifies the details of a specified planner bucket update a plan modifies the details of an existing plan update a task modifies the details of an existing task in your planner watch plans triggers when a new plan is added to your account watch tasks triggers when a new task is added to your planner templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} microsoft 365 planner resources you can have access to more resources related to this app on the following links https //community make com/search?q=microsoft%20365%20planner https //www microsoft com/en/microsoft 365/planner/microsoft planner https //docs microsoft com/en us/graph/api/resources/planner overview?view=graph rest 1 0 https //www make com/en/integrations/microsoft planner