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.

Getting Started with Microsoft 365 Planner

Prerequisites

A Microsoft 365 Planner account - create an account at signup.live.com/signup.

Connecting Microsoft 365 Planner to Make

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.

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.

Plan

Watch Plans

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.

List Plans

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.

Get a Plan

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.

Create a Plan

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.

Update a Plan

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.

Task

Watch Tasks

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.

List Tasks

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.

Get a Task

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.

Create a Task

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.

Update a 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.

Delete a 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.

Bucket

List Buckets

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.

Get a Bucket

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.

Create a Bucket

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.

Update a 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.

Delete a 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.

Other

Make an API Call

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/plans`For 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.

Example of Use - List Tasks

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

URL:

/v1.0/me/planner/tasks

Method:

GET

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

In our example, 114 tasks were returned:

In this section: