Microsoft Planner
Read and edit tasks and plans in Microsoft Planner via Microsoft Graph
The Microsoft Planner integration connects your assistant directly to Microsoft Planner. You can read your tasks and plans, create new tasks, and update existing ones without leaving MeinGPT.
When to Use
Ideal for:
- Keeping track of your own assigned tasks across all plans
- Listing and reading plans, buckets, and the tasks in a plan
- Creating, updating, moving, or completing tasks
Not suited for:
- Plans from Planner Premium (Project for the web) – Microsoft Graph only exposes basic plans
- Assigning tasks to colleagues by email address (assignment works via Entra object ids)
Overview
Planner is connected via Microsoft Graph in the context of the signed-in user (delegated OAuth). With the integration you can:
- List the tasks assigned to you across all plans
- List your plans, their buckets (columns), and all tasks in a plan
- Create new buckets (columns) in a plan
- Read a task including its details (description and checklist items)
- Read a task's comments and post new ones
- Create tasks (plan, bucket, title, due date, optional assignees)
- Update tasks (title, due date, progress including completing and reopening, bucket move, assignees)
- Update task details (description and checklist items)
- Permanently delete tasks
Deleting a task cannot be undone. It's therefore flagged as a potentially dangerous action: before the assistant deletes a task, it explicitly confirms your intent.
Requirements
- A Microsoft 365 account with access to Microsoft Planner
- Your Microsoft user's permissions determine which plans and tasks the assistant can see and change
Permissions
When connecting, MeinGPT requests only the permissions it needs:
- Reads use
Tasks.Read - Writes use
Tasks.ReadWrite
The integration deliberately does not request Group.Read.All. Plan titles come straight from the Planner resources, keeping the connection as least-privilege as possible.
Attention
Comments are a preview feature: Microsoft provides Planner task comments through a preview (beta) API. It can change without notice and is not available in the US Government or 21Vianet clouds. If comments are unavailable, the assistant tells you instead of guessing.
Attention
Basic plans only: Microsoft Graph exposes only standard Planner basic plans. Plans, tasks, and buckets from Planner Premium (Project for the web) are not returned by Graph and therefore do not appear in MeinGPT. If you work mostly in Premium plans, you may see fewer results than expected.
Notes
- Assignees are set via Entra (Azure AD) user object ids, not email addresses.
- Progress is set as a percentage: 0 = not started, 50 = in progress, 100 = complete. Use 100 to complete a task and 0 to reopen it.
- A task and its details (description, checklist) are separate resources. To change or remove existing checklist items, the assistant first reads the task to get their ids.
- Comments are the discussion on a task, separate from its description. The assistant reads up to 100 comments per request and can post new ones. It cannot edit or delete comments or @-mention people.
Privacy and Security
- Authentication uses delegated OAuth with your Microsoft 365 account
- MeinGPT stores no Microsoft credentials; the access token is stored encrypted
- All data is transmitted encrypted
- The connection deliberately requests only
Tasks.Read/Tasks.ReadWrite, notGroup.Read.All(see Permissions above) - You can revoke the connection at any time in your Microsoft account settings