Sim

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

ParameterTypeRequiredDescription
planIdstringNoThe ID of the plan to get tasks from (if not provided, gets all user tasks)
taskIdstringNoThe ID of the task to get

Output

ParameterTypeDescription
successbooleanWhether tasks were retrieved successfully
tasksarrayArray of task objects with filtered properties
metadataobjectMetadata including planId, userId, and planUrl

microsoft_planner_create_task

Create a new task in Microsoft Planner

Input

ParameterTypeRequiredDescription
planIdstringYesThe ID of the plan where the task will be created
titlestringYesThe title of the task
descriptionstringNoThe description of the task
dueDateTimestringNoThe due date and time for the task (ISO 8601 format)
assigneeUserIdstringNoThe user ID to assign the task to
bucketIdstringNoThe bucket ID to place the task in

Output

ParameterTypeDescription
successbooleanWhether the task was created successfully
taskobjectThe created task object with all properties
metadataobjectMetadata including planId, taskId, and taskUrl

Notes

  • Category: tools
  • Type: microsoft_planner
Microsoft Planner