Microsoft 365 Planner

The Microsoft 365 Planner modules allow you to monitor, create, update, list, retrieve, and delete plans, tasks, and buckets, in your Microsoft 365 Planner account.

Prerequisites

1. Log in to your Make account, add a module from the Microsoft 365 Planner app into an Make scenario.

2. Click Add next to the Connection field.

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3. In the Connection Name field, enter a name for the connection and click Continue.

4. Enter your Microsoft account credentials to authenticate the connection.

The connection has been established.

Triggers when a plan is created.

Connection

Establish a connection to your Microsoft 365 Planner account.

Limit

Set the maximum number of plans Make should return during one execution cycle. The default value is 2.

Retrieves a list of authenticated users' plans.

Connection

Establish a connection to your Microsoft 365 Planner account.

Group ID

Select or map the Group ID whose plans you want to list.

Limit

Set the maximum number of plans Make should return during one execution cycle. The default value is 10.

Gets a specified plan.

Connection

Establish a connection to your Microsoft 365 Planner account.

Plan ID

Select or map the Plan ID whose details you want to retrieve.

Creates a new plan.

Connection

Establish a connection to your Microsoft 365 Planner account.

Owner (Group ID)

Select or map the Owner (Group ID) in which you want to create the plan.

Title

Enter (map) the plan name.

Updates an existing plan.

Connection

Establish a connection to your Microsoft 365 Planner account.

Plan ID

Select or map the Plan ID whose details you want to update.

Title

Enter (map) a new plan name.

Triggers when a planner task is created.

Connection

Establish a connection to your Microsoft 365 Planner account.

Plan ID

Select or map the Plan ID whose tasks you want to watch.

Limit

Set the maximum number of tasks Make should return during one execution cycle. The default value is 2.

Retrieves a list of planner tasks.

Connection

Establish a connection to your Microsoft 365 Planner account.

Plan ID

Select or map the Plan ID whose tasks you want to list.

Limit

Set the maximum number of plans Make should return during one execution cycle. The default value is 10.

Gets a specified planner task.

Connection

Establish a connection to your Microsoft 365 Planner account.

Task ID

Select or map the Task ID whose details you want to retrieve.

Creates a new planner task.

Connection

Establish a connection to your Microsoft 365 Planner account.

Title

Enter (map) the task name.

Plan ID

Select or map the Plan ID in whose bucket you want to create the task.

Bucket ID

Select or map the Bucket ID to which you want to create the task.

Start Date Time

Enter (map) the date and time to begin the task. See the list of supported date and time formats.

Due Date Time

Enter (map) the date and time by which the task must be completed. See the list of supported date and time formats.

Assignees

Select or map the users to whom you want to assign the task.

Categories

Add the categories applicable to the task.

Progress

Select or map the task progress status:

  • Not Yet Started

  • In Progress

  • Completed

Conversation Thread ID

Enter (map) the Conversation Thread ID for the task.

Updates an existing planner task.

Connection

Establish a connection to your Microsoft 365 Planner account.

Task ID

Select or map the Task ID whose details you want to update.

Title

Enter (map) a new name for the task.

Enter a Bucket ID

Select an option to choose the Bucket ID:

  • Enter manually

  • Select from the list

Plan ID

Select or map the Plan ID in which you want to add the task.

Bucket ID

Enter (map) the Bucket ID to which you want to move the task.

Start Date Time

Enter (map) the date and time to begin the task. See the list of supported date and time formats.

Due Date Time

Enter (map) the date and time by which the task must be completed. See the list of supported date and time formats.

Assignees

Select or map the users to whom you want to assign the task.

Categories

Add the categories applicable to the task.

Progress

Select or map the task progress status:

  • Not Yet Started

  • In Progress

  • Completed

Conversation Thread ID

Enter (map) the Conversation Thread ID for the task.

Deletes a planner task.

Connection

Establish a connection to your Microsoft 365 Planner account.

Task ID

Select or map the Task ID you want to delete.

Retrieves a list of planner buckets.

Connection

Establish a connection to your Microsoft 365 Planner account.

Plan ID

Select or map the Plan ID whose buckets you want to list.

Limit

Set the maximum number of buckets Make should return during one execution cycle. The default value is 10.

Gets a specified planner bucket.

Connection

Establish a connection to your Microsoft 365 Planner account.

Enter a Bucket ID

Select an option to choose the Bucket ID:

  • Enter manually

  • Select from the list

Plan ID

Select or map the Plan ID whose bucket details you want to retrieve.

Bucket ID

Select or map the Bucket ID whose details you want to retrieve.

Creates a new planner bucket.

Connection

Establish a connection to your Microsoft 365 Planner account.

Name

Enter (map) the bucket name.

Plan ID

Select or map the Plan ID in which you want to create the bucket.

Updates an existing planner bucket.

Connection

Establish a connection to your Microsoft 365 Planner account.

Enter a Bucket ID

Select an option to choose the Bucket ID:

  • Enter manually

  • Select from the list

Plan ID

Select or map the Plan ID in which you want to add the bucket.

Bucket ID

Enter (map) the Bucket ID whose details you want to update.

Name

Enter (map) a new name for the bucket.

Deletes a planner bucket.

Connection

Establish a connection to your Microsoft 365 Planner account.

Enter a Bucket ID

Select an option to choose the Bucket ID:

  • Enter manually

  • Select from the list

Plan ID

Select or map the Plan ID whose bucket you want to delete.

Bucket ID

Select or map the Bucket ID you want to delete.

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Microsoft 365 Planner account.

URL

Enter a path relative to https://docs.microsoft.com/en-us/graph/api/ For example: /v1.0/me/planner/plansFor the list of available endpoints, refer to the Microsoft 365 API Documentation.

Method

Select the HTTP method you want to use:GETto retrieve information for an entry.POSTto create a new entry.PUTto update/replace an existing entry.PATCHto make a partial entry update.DELETEto delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

The following API call returns all the tasks from your Microsoft 365 Planner account:

URL:

/v1.0/me/planner/tasks

Method:

GET

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Matches of the search can be found in the module's Output under Bundle > Body > Value.

In our example, 114 tasks were returned:

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