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 into the workflow. Manage tasks, plans, buckets, and task details including checklists and references.

Tools

microsoft_planner_read_task

Read tasks from Microsoft Planner - get all user tasks or all tasks from a specific plan

Input

Output

microsoft_planner_create_task

Create a new task in Microsoft Planner

Input

Output

microsoft_planner_update_task

Update a task in Microsoft Planner

Input

Output

microsoft_planner_delete_task

Delete a task from Microsoft Planner

Input

Output

microsoft_planner_list_plans

List all plans shared with the current user

Input

Output

microsoft_planner_read_plan

Get details of a specific Microsoft Planner plan

Input

Output

microsoft_planner_list_buckets

List all buckets in a Microsoft Planner plan

Input

Output

microsoft_planner_read_bucket

Get details of a specific bucket

Input

Output

microsoft_planner_create_bucket

Create a new bucket in a Microsoft Planner plan

Input

Output

microsoft_planner_update_bucket

Update a bucket in Microsoft Planner

Input

Output

microsoft_planner_delete_bucket

Delete a bucket from Microsoft Planner

Input

Output

microsoft_planner_get_task_details

Get detailed information about a task including checklist and references

Input

Output

microsoft_planner_update_task_details

Update task details including description, checklist items, and references in Microsoft Planner

Input

Output

Notes

• Category: tools
• Type: microsoft_planner