--- title: Microsoft 365 Planner slug: microsoft-planner description: How to integrate Microsoft 365 Planner with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_microsoft-planner.png createdAt: 2025-02-03T13:29:10.709Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/microsoft-planner.png" alt="Microsoft 365 Planner logo" caption size="50" width="512" height="512"} | 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. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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](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, [create your account on Microsoft 365 Planner](https://www.microsoft.com/en/microsoft-365/planner/microsoft-planner). For subscription, refer to the [Microsoft 365 Planner pricing page](https://www.microsoft.com/en/microsoft-365/planner/microsoft-planner). # 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. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your OAuth2 credentials in your Microsoft 365 Planner account** ::: :::WorkflowBlockItem **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 **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to the Azure portal dashboard. ::: :::WorkflowBlockItem Click** Azure Active Directory** in the left navigation pane. ::: :::WorkflowBlockItem Click** App registrations**. ::: :::WorkflowBlockItem Click** New registration**. ::: :::WorkflowBlockItem Enter your application name. ::: :::WorkflowBlockItem Enter the callback URI: `https://www.integromat.com/oauth/cb/microsoft-planner` ::: :::WorkflowBlockItem Click** Register**. ::: :::WorkflowBlockItem Copy the** Client ID** displayed on the application overview page. ::: :::WorkflowBlockItem Click** Certificates and secrets** in the left menu. ::: :::WorkflowBlockItem Click** New client secret**. ::: :::WorkflowBlockItem Enter a description and select an expiration period for the** Client secret**. ::: :::WorkflowBlockItem Click Add. ::: :::WorkflowBlockItem 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.](https://learn.microsoft.com/en-us/graph/planner-concept-overview) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Microsoft 365 Planner module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 application](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 scenarios. :::ExpandableHeading ### Create a Bucket Creates a new bucket within your planner to help organize tasks. ::: :::ExpandableHeading ### Create a Plan Creates a new project plan within your selected workspace. ::: :::ExpandableHeading ### Create a Task Creates a new task in Microsoft Planner. ::: :::ExpandableHeading ### Delete a Bucket Deletes a specific bucket from your planner. ::: :::ExpandableHeading ### Delete a Task Deletes a specific task from your planner. ::: :::ExpandableHeading ### Get a Bucket Retrieves detailed information about a specific planner bucket. ::: :::ExpandableHeading ### Get a Plan Retrieves detailed information about a specific plan. ::: :::ExpandableHeading ### Get a Task Retrieves detailed information about a specific planner task. ::: :::ExpandableHeading ### List Buckets Fetches and displays all available planner buckets from your account. ::: :::ExpandableHeading ### List Plans Retrieve a list of all plans associated with the authenticated user's account. ::: :::ExpandableHeading ### List Tasks Fetches a list of tasks from your planner. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Update a Bucket Modifies the details of a specified planner bucket. ::: :::ExpandableHeading ### Update a Plan Modifies the details of an existing plan. ::: :::ExpandableHeading ### Update a Task Modifies the details of an existing task in your planner. ::: :::ExpandableHeading ### Watch Plans Triggers when a new plan is added to your account. ::: :::ExpandableHeading ### Watch Tasks Triggers when a new task is added to your planner. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), 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 - [Microsoft 365 Planner topics on Make community](https://community.make.com/search?q=Microsoft%20365%20Planner) - [Microsoft 365 Planner website](https://www.microsoft.com/en/microsoft-365/planner/microsoft-planner) - [Microsoft 365 Planner API documentation](https://docs.microsoft.com/en-us/graph/api/resources/planner-overview?view=graph-rest-1.0) - [Microsoft 365 Planner page on make](https://www.make.com/en/integrations/microsoft-planner) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::