|
| 1 | +--- |
| 2 | +title: Microsoft Planner |
| 3 | +description: Read and create tasks in Microsoft Planner |
| 4 | +--- |
| 5 | + |
| 6 | +import { BlockInfoCard } from "@/components/ui/block-info-card" |
| 7 | + |
| 8 | +<BlockInfoCard |
| 9 | + type="microsoft_planner" |
| 10 | + color="#E0E0E0" |
| 11 | + icon={true} |
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| 107 | +/> |
| 108 | + |
| 109 | +{/* MANUAL-CONTENT-START:intro */} |
| 110 | +[Microsoft Planner](https://www.microsoft.com/en-us/microsoft-365/planner) is a task management tool that helps teams organize work visually using boards, tasks, and buckets. Integrated with Microsoft 365, it offers a simple, intuitive way to manage team projects, assign responsibilities, and track progress. |
| 111 | + |
| 112 | +With Microsoft Planner, you can: |
| 113 | + |
| 114 | +- **Create and manage tasks**: Add new tasks with due dates, priorities, and assigned users |
| 115 | +- **Organize with buckets**: Group tasks by phase, status, or category to reflect your team’s workflow |
| 116 | +- **Visualize project status**: Use boards, charts, and filters to monitor workload and track progress |
| 117 | +- **Stay integrated with Microsoft 365**: Seamlessly connect tasks with Teams, Outlook, and other Microsoft tools |
| 118 | + |
| 119 | +In Sim, the Microsoft Planner integration allows your agents to programmatically create, read, and manage tasks as part of their workflows. Agents can generate new tasks based on incoming requests, retrieve task details to drive decisions, and track status across projects — all without human intervention. Whether you're building workflows for client onboarding, internal project tracking, or follow-up task generation, integrating Microsoft Planner with Sim gives your agents a structured way to coordinate work, automate task creation, and keep teams aligned. |
| 120 | +{/* MANUAL-CONTENT-END */} |
| 121 | + |
| 122 | + |
| 123 | +## Usage Instructions |
| 124 | + |
| 125 | +Integrate Microsoft Planner functionality to manage tasks. Read all user tasks, tasks from specific plans, individual tasks, or create new tasks with various properties like title, description, due date, and assignees using OAuth authentication. |
| 126 | + |
| 127 | + |
| 128 | + |
| 129 | +## Tools |
| 130 | + |
| 131 | +### `microsoft_planner_read_task` |
| 132 | + |
| 133 | +Read tasks from Microsoft Planner - get all user tasks or all tasks from a specific plan |
| 134 | + |
| 135 | +#### Input |
| 136 | + |
| 137 | +| Parameter | Type | Required | Description | |
| 138 | +| --------- | ---- | -------- | ----------- | |
| 139 | +| `accessToken` | string | Yes | The access token for the Microsoft Planner API | |
| 140 | +| `planId` | string | No | The ID of the plan to get tasks from \(if not provided, gets all user tasks\) | |
| 141 | +| `taskId` | string | No | The ID of the task to get | |
| 142 | + |
| 143 | +#### Output |
| 144 | + |
| 145 | +| Parameter | Type | Description | |
| 146 | +| --------- | ---- | ----------- | |
| 147 | +| `task` | json | The Microsoft Planner task object, including details such as id, title, description, status, due date, and assignees. | |
| 148 | +| `metadata` | json | Additional metadata about the operation, such as timestamps, request status, or other relevant information. | |
| 149 | + |
| 150 | +### `microsoft_planner_create_task` |
| 151 | + |
| 152 | +Create a new task in Microsoft Planner |
| 153 | + |
| 154 | +#### Input |
| 155 | + |
| 156 | +| Parameter | Type | Required | Description | |
| 157 | +| --------- | ---- | -------- | ----------- | |
| 158 | +| `accessToken` | string | Yes | The access token for the Microsoft Planner API | |
| 159 | +| `planId` | string | Yes | The ID of the plan where the task will be created | |
| 160 | +| `title` | string | Yes | The title of the task | |
| 161 | +| `description` | string | No | The description of the task | |
| 162 | +| `dueDateTime` | string | No | The due date and time for the task \(ISO 8601 format\) | |
| 163 | +| `assigneeUserId` | string | No | The user ID to assign the task to | |
| 164 | +| `bucketId` | string | No | The bucket ID to place the task in | |
| 165 | + |
| 166 | +#### Output |
| 167 | + |
| 168 | +| Parameter | Type | Description | |
| 169 | +| --------- | ---- | ----------- | |
| 170 | +| `task` | json | The Microsoft Planner task object, including details such as id, title, description, status, due date, and assignees. | |
| 171 | +| `metadata` | json | Additional metadata about the operation, such as timestamps, request status, or other relevant information. | |
| 172 | + |
| 173 | + |
| 174 | + |
| 175 | +## Notes |
| 176 | + |
| 177 | +- Category: `tools` |
| 178 | +- Type: `microsoft_planner` |
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