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Microsoft Planner

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Overview

Microsoft’s task management and collaboration platform for teams. Through Langdock’s integration, you can access and manage Microsoft Planner directly from your conversations.

Authentication: OAuth Category: Microsoft 365 Availability: All workspace plans

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Available Actions

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List Plans

microsoftplanner.listPlans

Retrieve all Planner plans that the user has access to

Requires Confirmation: No

Parameters:

  • groupId (TEXT, Optional): ID of the Microsoft 365 group to get plans from. Leave empty to get plans from all accessible groups

  • includeDetails (BOOLEAN, Optional): Include additional plan details such as categories and shared information

Output: Returns a list of plans with their details

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Create Plan

microsoftplanner.createPlan

Create a new Planner plan in a Microsoft 365 group

Requires Confirmation: No

Parameters:

  • groupId (TEXT, Required): ID of the Microsoft 365 group where the plan will be created. The user must be a member of this group

  • title (TEXT, Required): Title of the new plan

Output: Returns the created plan details

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Get Plan

microsoftplanner.getPlan

Retrieve details of a specific Planner plan

Requires Confirmation: No

Parameters:

  • planId (TEXT, Required): ID of the plan to retrieve

  • includeDetails (BOOLEAN, Optional): Include additional plan details such as categories and shared information

Output: Returns the plan details

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List Tasks

microsoftplanner.listTasks

Retrieve tasks from a Planner plan

Requires Confirmation: No

Parameters:

  • planId (TEXT, Required): ID of the plan to get tasks from

  • includeDetails (BOOLEAN, Optional): Include additional task details such as description, checklist, and references

Output: Returns a list of tasks from the plan

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Create Task

microsoftplanner.createTask

Create a new task in a Planner plan

Requires Confirmation: No

Parameters:

  • planId (TEXT, Required): ID of the plan where the task will be created

  • planTitle (TEXT, Optional): If no Plan ID is provided, resolve the plan by exact title across your accessible groups. If multiple matches exist, return an error with candidates

  • title (TEXT, Required): Title of the new task

  • bucketId (TEXT, Optional): ID of the bucket where the task will be placed. Leave empty to place in the default bucket

  • bucketName (TEXT, Optional): If no Bucket ID is provided, resolve the bucket by exact name. If not found, the task will be created in the plan’s default bucket

  • assignedToUserId (TEXT, Optional): User ID to assign the task to. Leave empty to create an unassigned task

  • assignedToEmail (TEXT, Optional): Email address (UPN) of the user to assign the task to. Leave empty to create an unassigned task

  • assignToMe (BOOLEAN, Optional): If true and no other assignee is provided, assign the task to the current user

  • dueDateTime (TEXT, Optional): ISO 8601 with timezone required (UTC ‘Z’ or offset), e.g., 2025-08-13T17:00:00Z or 2025-08-13T17:00:00+02:00

  • priority (SELECT, Optional): Priority level of the task (Urgent, Important, Medium, Low)

Output: Returns the created task details

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Update Task

microsoftplanner.updateTask

Update an existing task in a Planner plan

Requires Confirmation: No

Parameters:

  • taskId (TEXT, Required): ID of the task to update

  • title (TEXT, Optional): New title for the task. Leave empty to keep current title

  • percentComplete (NUMBER, Optional): Completion percentage (0-100). Set to 100 to mark as completed

  • dueDateTime (TEXT, Optional): ISO 8601 with timezone required (UTC ‘Z’ or offset), e.g., 2025-08-13T17:00:00Z or 2025-08-13T17:00:00+02:00. Leave empty to keep current due date

  • priority (SELECT, Optional): New priority level of the task. Leave empty to keep current priority

  • assignToMe (BOOLEAN, Optional): If true and no other assignee is provided, assign the task to the current user

  • assignedToEmail (TEXT, Optional): Email address (UPN) of the user to assign the task to. Leave empty to keep current assignments

  • assignedToUserId (TEXT, Optional): User ID to assign the task to. Leave empty to keep current assignments

Output: Returns the updated task details

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List Buckets

microsoftplanner.listBuckets

Retrieve all buckets from a Planner plan

Requires Confirmation: No

Parameters:

  • planId (TEXT, Required): ID of the plan to get buckets from

Output: Returns a list of buckets from the plan

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Create Bucket

microsoftplanner.createBucket

Create a new bucket in a Planner plan for organizing tasks

Requires Confirmation: No

Parameters:

  • planId (TEXT, Required): ID of the plan where the bucket will be created

  • name (TEXT, Required): Name of the new bucket

Output: Returns the created bucket details

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Get Task Comments

microsoftplanner.getTaskComments

Retrieve all comments from a Planner task’s conversation thread

Requires Confirmation: No

Parameters:

  • taskId (TEXT, Required): ID of the task to get comments from

  • includeEmpty (BOOLEAN, Optional): Include comments that have no text content (system messages, etc.)

Output: Returns task comments

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Triggers

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New Task

microsoftplanner.newTask

Triggers when a new task is created in a specified plan

Requires Confirmation: No

Parameters:

  • planId (TEXT, Required): ID of the plan to monitor for new tasks

  • assignedToUserId (TEXT, Optional): Only trigger for tasks assigned to this user ID. Leave empty to monitor all tasks

  • filterByAssigneeEmail (TEXT, Optional): Only trigger for tasks assigned to this email address (UPN). Leave empty to monitor all tasks

Output: Returns the operation result

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Task Completed

microsoftplanner.taskCompleted

Triggers when a task is marked as completed (100% progress) in a specified plan

Requires Confirmation: No

Parameters:

  • planId (TEXT, Required): ID of the plan to monitor for completed tasks

Output: Returns the operation result

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Common Use Cases

  • Data Management Manage and organize your Microsoft Planner data

  • Automation Automate workflows with Microsoft Planner

  • Reporting Generate insights and reports

  • Integration Connect Microsoft Planner with other tools

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Best Practices

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Getting Started

  • Enable the Microsoft Planner integration in your workspace settings

  • Authenticate using OAuth

  • Test the connection with a simple read operation

  • Explore available actions for your use case

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Important Considerations

  • Ensure proper authentication credentials

  • Respect rate limits and API quotas

  • Review data privacy settings

  • Test operations in a safe environment first

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Troubleshooting

Issue
Solution

Authentication failed

Verify your OAuth credentials

Rate limit exceeded

Reduce request frequency

Data not found

Check permissions and data availability

Connection timeout

Verify network connectivity

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Support

For additional help with the Microsoft Planner integration, contact [email protected]envelope

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