Microsoft Planner
Read and create tasks in Microsoft Planner
Microsoft 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.
With Microsoft Planner, you can:
- Create and manage tasks: Add new tasks with due dates, priorities, and assigned users
- Organize with buckets: Group tasks by phase, status, or category to reflect your team’s workflow
- Visualize project status: Use boards, charts, and filters to monitor workload and track progress
- Stay integrated with Microsoft 365: Seamlessly connect tasks with Teams, Outlook, and other Microsoft tools
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.
Usage Instructions
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.
Tools
microsoft_planner_read_task
Read tasks from Microsoft Planner - get all user tasks or all tasks from a specific plan
Input
Parameter | Type | Required | Description |
---|---|---|---|
planId | string | No | The ID of the plan to get tasks from (if not provided, gets all user tasks) |
taskId | string | No | The ID of the task to get |
Output
Parameter | Type | Description |
---|---|---|
success | boolean | Whether tasks were retrieved successfully |
tasks | array | Array of task objects with filtered properties |
metadata | object | Metadata including planId, userId, and planUrl |
microsoft_planner_create_task
Create a new task in Microsoft Planner
Input
Parameter | Type | Required | Description |
---|---|---|---|
planId | string | Yes | The ID of the plan where the task will be created |
title | string | Yes | The title of the task |
description | string | No | The description of the task |
dueDateTime | string | No | The due date and time for the task (ISO 8601 format) |
assigneeUserId | string | No | The user ID to assign the task to |
bucketId | string | No | The bucket ID to place the task in |
Output
Parameter | Type | Description |
---|---|---|
success | boolean | Whether the task was created successfully |
task | object | The created task object with all properties |
metadata | object | Metadata including planId, taskId, and taskUrl |
Notes
- Category:
tools
- Type:
microsoft_planner