Microsoft Planner Connector

Manage plans, buckets, tasks, and task details in Microsoft Planner.

Connections

OAuth 2.0 Authorization Code

Authenticates actions in all Microsoft's Graph API services.

This connection uses OAuth 2.0, a common authentication mechanism for integrations. Read about how OAuth 2.0 works here.

Input	Comments	Default
Base URL	The base URL for the Microsoft Graph API. Depending on your cloud environment, you can choose the correct one here.	https://graph.microsoft.com
Tenant URL	The tenant URL for the Microsoft Graph API. This is the URL of the tenant that you are connecting to. You can find this in the Azure portal or here.	login.microsoftonline.com/common
Scopes	Space-separated Microsoft Graph scopes. Tasks.ReadWrite covers all Planner reads and writes and offline_access is required to receive a refresh token. Add Group.Read.All to list every group in the tenant rather than only the groups the signed-in user belongs to.	https://graph.microsoft.com/Tasks.ReadWrite https://graph.microsoft.com/User.Read https://graph.microsoft.com/User.ReadBasic.All offline_access
Client ID	Client Id of your Azure application.
Client secret value	Client Secret generated under 'Certificates & Secrets' in your Azure application.
Additional Authorization Parameters	Query string parameters to append to the OAuth authorization URL. Common parameters include prompt=consent to force the consent screen or login_hint=user@example.com to pre-fill the login email.

OAuth 2.0 Client Credentials

Authenticates actions in all Microsoft's Graph API services.

This connection uses OAuth 2.0, a common authentication mechanism for integrations. Read about how OAuth 2.0 works here.

Input	Comments	Default
Base URL	The base URL for the Microsoft Graph API. Depending on your cloud environment, you can choose the correct one here.	https://graph.microsoft.com
Microsoft Entra ID Endpoint	The Microsoft Entra ID endpoint for the Microsoft Graph API. You can find this in the Azure portal or here.	https://login.microsoftonline.com
Tenant	Tenant ID or primary domain, found on the Overview page of the Microsoft Entra admin center. A client credentials token cannot be issued against the 'common' endpoint, so a specific tenant is required here.
Client ID	Client Id of your Azure application.
Client Secret	Client Secret generated under 'Certificates & Secrets' in your Azure application.
Scopes	Microsoft Graph API Scopes.	https://graph.microsoft.com/.default
User ID	Object ID or user principal name of the user whose Planner data is accessed, found in the Microsoft Entra admin center under Users. Required because a client credentials token has no signed-in user, so every /me path is rewritten to /users/{User ID}.

Triggers

New Tasks

Retrieves existing and newly created tasks for a specified Microsoft Planner plan. Load history once, check for new tasks on a schedule, or both.

Input	Comments	Default
Connection	The Microsoft Planner connection to use.
Group ID	The Microsoft 365 group whose plans populate the Plan ID dropdown. Only Microsoft 365 groups can hold Planner plans. Leave blank to list the plans shared with the connection's user instead.
Plan ID	The unique identifier of the plan.
Look-back Date	The date the initial sync starts from, in YYYY-MM-DD format. Cannot be a future date. Leave empty to start from the first recurrence with no backfill. When set, the initial sync seeds each task created on or after this date once.

Actions

Assign Task

Add or remove the users assigned to a task.

Input	Comments	Default
Connection	The Microsoft Planner connection to use.
Group ID	The Microsoft 365 group whose plans populate the Plan ID dropdown. Only Microsoft 365 groups can hold Planner plans. Leave blank to list the plans shared with the connection's user instead.
Plan ID	The unique identifier of the plan.
Task ID	The unique identifier of the task.
Assignment	Users to assign or unassign. At least one of Assign To or Unassign is required.
Assign To	Users to assign to the task, identified by object ID. Existing assignees that are not listed here are left in place.	[]
Unassign	Users to remove from the task, identified by object ID.	[]
ETag	The last known ETag of the resource being changed. Leave blank to let the action read the current ETag before writing. Supply a value to make the change conditional on that exact version, which fails with a conflict if the resource changed.

Complete Task

Mark a task as complete.

Input	Comments	Default
Connection	The Microsoft Planner connection to use.
Group ID	The Microsoft 365 group whose plans populate the Plan ID dropdown. Only Microsoft 365 groups can hold Planner plans. Leave blank to list the plans shared with the connection's user instead.
Plan ID	The unique identifier of the plan.
Task ID	The unique identifier of the task.
ETag	The last known ETag of the resource being changed. Leave blank to let the action read the current ETag before writing. Supply a value to make the change conditional on that exact version, which fails with a conflict if the resource changed.

Create Bucket

Create a bucket in a plan.

Input	Comments	Default
Connection	The Microsoft Planner connection to use.
Group ID	The Microsoft 365 group whose plans populate the Plan ID dropdown. Only Microsoft 365 groups can hold Planner plans. Leave blank to list the plans shared with the connection's user instead.
Plan ID	The unique identifier of the plan.
Name	The name of the bucket, shown as a column heading on the plan's board.

Create Plan

Create a plan inside a Microsoft 365 group. The caller must already be a member of that group; creating a group does not add its creator as a member, which is a common cause of a permissions error here.

Input	Comments	Default
Connection	The Microsoft Planner connection to use.
Group ID	The Microsoft 365 group that holds the plan. Only Microsoft 365 groups can contain Planner plans.
Title	The title of the plan, shown wherever the plan is listed.

Create Task

Create a task in a plan. Supplying a description performs a second write, because a task's description is stored on its details resource and cannot be set when the task is created.

Input	Comments	Default
Connection	The Microsoft Planner connection to use.
Group ID	The Microsoft 365 group whose plans populate the Plan ID dropdown. Only Microsoft 365 groups can hold Planner plans. Leave blank to list the plans shared with the connection's user instead.
Plan ID	The unique identifier of the plan.
Title	The title of the task, shown on its card in the Planner board.
Bucket ID	The unique identifier of the bucket to create the task in. Leave blank to create the task without assigning it to a bucket.
Assignment	Users to assign or unassign.
Assign To	Users to assign to the task, identified by object ID. Existing assignees that are not listed here are left in place.	[]
Unassign	Users to remove from the task, identified by object ID.	[]
Schedule	Start and due timestamps.
Start At	The timestamp the task starts, in ISO 8601 format.
Due At	The timestamp the task is due, in ISO 8601 format.
Priority	The priority of the task. Planner stores priority as a number from 0 to 10 and displays it in four bands, so these four values are the ones the Planner interface itself uses.
Percent Complete	How complete the task is, from 0 to 100. Planner has no separate completed flag: setting this to 100 completes the task, and the service fills in who completed it and when.
Categories	Colored categories to apply or remove.
Apply	Colored categories to apply to the task. The label shown for each category is configured on the plan.	[]
Remove	Colored categories to remove from the task.	[]
Description	The description of the task. Descriptions live on the task's details resource rather than the task itself, so setting one is a separate write.

Delete Bucket

Delete a bucket and the tasks it contains.

Input	Comments	Default
Connection	The Microsoft Planner connection to use.
Group ID	The Microsoft 365 group whose plans populate the Plan ID dropdown. Only Microsoft 365 groups can hold Planner plans. Leave blank to list the plans shared with the connection's user instead.
Plan ID	The unique identifier of the plan.
Bucket ID	The unique identifier of the bucket.
ETag	The last known ETag of the resource being changed. Leave blank to let the action read the current ETag before writing. Supply a value to make the change conditional on that exact version, which fails with a conflict if the resource changed.

Delete Plan

Delete a plan and everything it contains.

Input	Comments	Default
Connection	The Microsoft Planner connection to use.
Group ID	The Microsoft 365 group whose plans populate the Plan ID dropdown. Only Microsoft 365 groups can hold Planner plans. Leave blank to list the plans shared with the connection's user instead.
Plan ID	The unique identifier of the plan.
ETag	The last known ETag of the resource being changed. Leave blank to let the action read the current ETag before writing. Supply a value to make the change conditional on that exact version, which fails with a conflict if the resource changed.

Delete Task

Delete a task.

Input	Comments	Default
Connection	The Microsoft Planner connection to use.
Group ID	The Microsoft 365 group whose plans populate the Plan ID dropdown. Only Microsoft 365 groups can hold Planner plans. Leave blank to list the plans shared with the connection's user instead.
Plan ID	The unique identifier of the plan.
Task ID	The unique identifier of the task.
ETag	The last known ETag of the resource being changed. Leave blank to let the action read the current ETag before writing. Supply a value to make the change conditional on that exact version, which fails with a conflict if the resource changed.

Get Bucket

Retrieve a single bucket by its ID.

Input	Comments	Default
Connection	The Microsoft Planner connection to use.
Group ID	The Microsoft 365 group whose plans populate the Plan ID dropdown. Only Microsoft 365 groups can hold Planner plans. Leave blank to list the plans shared with the connection's user instead.
Plan ID	The unique identifier of the plan.
Bucket ID	The unique identifier of the bucket.

Get Plan

Retrieve a single plan by its ID.

Input	Comments	Default
Connection	The Microsoft Planner connection to use.
Group ID	The Microsoft 365 group whose plans populate the Plan ID dropdown. Only Microsoft 365 groups can hold Planner plans. Leave blank to list the plans shared with the connection's user instead.
Plan ID	The unique identifier of the plan.

Get Plan Details

Retrieve a plan's category labels and shared-with list.

Input	Comments	Default
Connection	The Microsoft Planner connection to use.
Group ID	The Microsoft 365 group whose plans populate the Plan ID dropdown. Only Microsoft 365 groups can hold Planner plans. Leave blank to list the plans shared with the connection's user instead.
Plan ID	The unique identifier of the plan.

Get Task

Retrieve a single task by its ID.

Input	Comments	Default
Connection	The Microsoft Planner connection to use.
Group ID	The Microsoft 365 group whose plans populate the Plan ID dropdown. Only Microsoft 365 groups can hold Planner plans. Leave blank to list the plans shared with the connection's user instead.
Plan ID	The unique identifier of the plan.
Task ID	The unique identifier of the task.

Get Task Details

Retrieve a task's description, checklist, and links.

Input	Comments	Default
Connection	The Microsoft Planner connection to use.
Group ID	The Microsoft 365 group whose plans populate the Plan ID dropdown. Only Microsoft 365 groups can hold Planner plans. Leave blank to list the plans shared with the connection's user instead.
Plan ID	The unique identifier of the plan.
Task ID	The unique identifier of the task.

List Buckets in Plan

List every bucket in a plan.

Input	Comments	Default
Connection	The Microsoft Planner connection to use.
Group ID	The Microsoft 365 group whose plans populate the Plan ID dropdown. Only Microsoft 365 groups can hold Planner plans. Leave blank to list the plans shared with the connection's user instead.
Plan ID	The unique identifier of the plan.

List Plans for User

List the plans shared with the user.

Input	Comments	Default
Connection	The Microsoft Planner connection to use.

List Plans in Group

List every plan contained by a Microsoft 365 group.

Input	Comments	Default
Connection	The Microsoft Planner connection to use.
Group ID	The Microsoft 365 group that holds the plan. Only Microsoft 365 groups can contain Planner plans.

List Tasks for User

List every task assigned to the user, across every plan.

Input	Comments	Default
Connection	The Microsoft Planner connection to use.

List Tasks in Bucket

List every task in a single bucket.

Input	Comments	Default
Connection	The Microsoft Planner connection to use.
Group ID	The Microsoft 365 group whose plans populate the Plan ID dropdown. Only Microsoft 365 groups can hold Planner plans. Leave blank to list the plans shared with the connection's user instead.
Plan ID	The unique identifier of the plan.
Bucket ID	The unique identifier of the bucket.

List Tasks in Plan

List every task in a plan, across all of its buckets.

Input	Comments	Default
Connection	The Microsoft Planner connection to use.
Group ID	The Microsoft 365 group whose plans populate the Plan ID dropdown. Only Microsoft 365 groups can hold Planner plans. Leave blank to list the plans shared with the connection's user instead.
Plan ID	The unique identifier of the plan.

Move Task to Bucket

Move a task into a different bucket. The destination bucket must belong to the same plan as the task.

Input	Comments	Default
Connection	The Microsoft Planner connection to use.
Group ID	The Microsoft 365 group whose plans populate the Plan ID dropdown. Only Microsoft 365 groups can hold Planner plans. Leave blank to list the plans shared with the connection's user instead.
Plan ID	The unique identifier of the plan.
Task ID	The unique identifier of the task.
Bucket ID	The unique identifier of the bucket.
ETag	The last known ETag of the resource being changed. Leave blank to let the action read the current ETag before writing. Supply a value to make the change conditional on that exact version, which fails with a conflict if the resource changed.

Raw Request

Send a raw HTTP request to the Microsoft Graph API.

Input	Comments	Default
Connection	The Microsoft Planner connection to use.
URL	The path of the Microsoft Graph endpoint to call (e.g., /planner/plans). The base URL https://graph.microsoft.com/v1.0 is added automatically. Planner endpoints that modify or delete a resource require an If-Match header carrying the resource's current ETag.
Method	The HTTP method to use.
Data	The HTTP body payload to send to the URL.
Form Data	The Form Data to be sent as a multipart form upload.	[]
File Data	File Data to be sent as a multipart form upload.	[]
File Data File Names	File names to apply to the file data inputs. Keys must match the file data keys above.	[]
Query Parameter	A list of query parameters to send with the request. This is the portion at the end of the URL similar to ?key1=value1&key2=value2.	[]
Header	A list of headers to send with the request.	[]
Response Type	The type of data you expect in the response. You can request json, text, or binary data.	json
Timeout	The maximum time that a client will await a response to its request
Retry Delay (ms)	The delay in milliseconds between retries. This is used when 'Use Exponential Backoff' is disabled.	0
Retry On All Errors	If true, retries on all erroneous responses regardless of type. This is helpful when retrying after HTTP 429 or other 3xx or 4xx errors. Otherwise, only retries on HTTP 5xx and network errors.	false
Max Retry Count	The maximum number of retries to attempt. Specify 0 for no retries.	0
Use Exponential Backoff	Specifies whether to use a pre-defined exponential backoff strategy for retries. When enabled, 'Retry Delay (ms)' is ignored.	false

Update Bucket

Rename a bucket. A bucket cannot be moved to a different plan.

Input	Comments	Default
Connection	The Microsoft Planner connection to use.
Group ID	The Microsoft 365 group whose plans populate the Plan ID dropdown. Only Microsoft 365 groups can hold Planner plans. Leave blank to list the plans shared with the connection's user instead.
Plan ID	The unique identifier of the plan.
Bucket ID	The unique identifier of the bucket.
Name	The name of the bucket, shown as a column heading on the plan's board.
ETag	The last known ETag of the resource being changed. Leave blank to let the action read the current ETag before writing. Supply a value to make the change conditional on that exact version, which fails with a conflict if the resource changed.

Update Plan

Rename a plan. The title is the only property a plan allows changing.

Input	Comments	Default
Connection	The Microsoft Planner connection to use.
Group ID	The Microsoft 365 group whose plans populate the Plan ID dropdown. Only Microsoft 365 groups can hold Planner plans. Leave blank to list the plans shared with the connection's user instead.
Plan ID	The unique identifier of the plan.
Title	The title of the plan, shown wherever the plan is listed.
ETag	The last known ETag of the resource being changed. Leave blank to let the action read the current ETag before writing. Supply a value to make the change conditional on that exact version, which fails with a conflict if the resource changed.

Update Plan Details

Set a plan's category labels and adjust who it is shared with.

Input	Comments	Default
Connection	The Microsoft Planner connection to use.
Group ID	The Microsoft 365 group whose plans populate the Plan ID dropdown. Only Microsoft 365 groups can hold Planner plans. Leave blank to list the plans shared with the connection's user instead.
Plan ID	The unique identifier of the plan.
Category Labels	Labels for the plan's colored categories, keyed by category1 through category25. Only the categories listed here change; leave a category out to keep its current label.	[]
Sharing	Users to add to or remove from the shared-with list.
Share With	Users to add to the plan's shared-with list, identified by object ID. For a plan contained by a Microsoft 365 group, managing group membership is usually preferable to sharing individually.	[]
Unshare With	Users to remove from the plan's shared-with list, identified by object ID.	[]
Plan Details ETag	The last known ETag of the plan details. Plan details carry their own ETag, separate from the plan's, so a plan ETag cannot be used here. Leave blank to read the current value before writing.

Update Task

Update a task's properties. Only the fields supplied are changed; everything else keeps its current value.

Input	Comments	Default
Connection	The Microsoft Planner connection to use.
Group ID	The Microsoft 365 group whose plans populate the Plan ID dropdown. Only Microsoft 365 groups can hold Planner plans. Leave blank to list the plans shared with the connection's user instead.
Plan ID	The unique identifier of the plan.
Task ID	The unique identifier of the task.
Title	A new title for the task. Leave blank to keep the current title.
Bucket ID	The unique identifier of the bucket. Leave blank to leave the task in its current bucket.
Assignment	Users to assign or unassign.
Assign To	Users to assign to the task, identified by object ID. Existing assignees that are not listed here are left in place.	[]
Unassign	Users to remove from the task, identified by object ID.	[]
Schedule	Start and due timestamps.
Start At	The timestamp the task starts, in ISO 8601 format.
Due At	The timestamp the task is due, in ISO 8601 format.
Priority	The priority of the task. Planner stores priority as a number from 0 to 10 and displays it in four bands, so these four values are the ones the Planner interface itself uses.
Percent Complete	How complete the task is, from 0 to 100. Planner has no separate completed flag: setting this to 100 completes the task, and the service fills in who completed it and when.
Categories	Colored categories to apply or remove.
Apply	Colored categories to apply to the task. The label shown for each category is configured on the plan.	[]
Remove	Colored categories to remove from the task.	[]
Conversation Thread ID	The identifier of the group conversation thread associated with the task.
ETag	The last known ETag of the resource being changed. Leave blank to let the action read the current ETag before writing. Supply a value to make the change conditional on that exact version, which fails with a conflict if the resource changed.

Update Task Details

Set a task's description, checklist items, and external links.

Input	Comments	Default
Connection	The Microsoft Planner connection to use.
Group ID	The Microsoft 365 group whose plans populate the Plan ID dropdown. Only Microsoft 365 groups can hold Planner plans. Leave blank to list the plans shared with the connection's user instead.
Plan ID	The unique identifier of the plan.
Task ID	The unique identifier of the task.
Description	The description of the task. Descriptions live on the task's details resource rather than the task itself, so setting one is a separate write.
Checklist	Checklist items to add or remove.
Add Items	Checklist items to add, where the key is the item title and the value is true if the item starts checked.	[]
Remove Items	Identifiers of checklist items to remove. Use the Get Task Details action to read the current item identifiers.	[]
Links	External links to attach or remove.
Add	External links to attach to the task, where the key is the URL and the value is the display name shown in Planner.	[]
Remove	URLs of external links to remove from the task.	[]
Preview Type	Which part of the task details is shown on the task's card in the Planner board.
Task Details ETag	The last known ETag of the task details. Task details carry their own ETag, separate from the task's, so a task ETag cannot be used here. Leave blank to read the current value before writing.