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Technical Reference

Microsoft 365 Planner

Microsoft 365 Planner is part of the Microsoft 365 suite, offering lightweight task and bucket-based planning for teams. This integration supports creating plans, buckets, tasks, fetching them, deleting them, and custom API calls.

CategoryOther
Authenticationcustom
Version0.3.0
Published scopes0 published scopes
Last updatedSeptember 21, 2026

Overview

Connect Microsoft 365 Planner with Flows360

Microsoft 365 Planner is part of the Microsoft 365 suite, offering lightweight task and bucket-based planning for teams. This integration supports creating plans, buckets, tasks, fetching them, deleting them, and custom API calls.

Use the Microsoft 365 Planner connector to include its declared actions and events in Flows360 workflows without duplicating the integration logic inside each consuming system. This pinned connector version currently exposes 12 actions and 3 triggers.

Available actions

  • Create Plan
  • Create Bucket
  • Create Task
  • Delete Bucket
  • Delete Task
  • Update Plan
  • Update Bucket
  • Update Task
  • Plus 4 additional declared actions.

Available triggers

  • New Plan Created
  • New Task Created
  • New Task Assigned to User

The capability list above is generated from the exact reviewed connector package so the public description stays aligned with the version Flows360 operates.

Technical guide

Technical reference

Package identity

  • Connector: Microsoft 365 Planner
  • Package: @activepieces/piece-microsoft-365-planner@0.3.0
  • Exact artifact digest: sha256:83ca1739f292cbf4f219629b0c4bd8fe075ae381294d39b63a479203a6e142d7
  • Runtime: Activepieces-compatible deterministic worker
  • Source: the exact reviewed Activepieces source

Authentication

OAUTH2. Connection values are tenant-specific and remain in the consuming Studio instance; CDK stores definitions and field metadata, not customer credential values.

Action contracts

  • Create Plan (createPlan), Create a new planner plan Classification: read.
  • Create Bucket (createBucket), Create a bucket (category) under a plan. Classification: read.
  • Create Task (createTask), Create a new planner task with title, assignments, due date, etc. Classification: read.
  • Delete Bucket (deleteBucket), Delete an existing bucket. Classification: read.
  • Delete Task (deleteTask), Remove a specific task by ID. Classification: read.
  • Update Plan (updatePlan), modify metadata of a plan (e.g. title changes). Classification: read.
  • Update Bucket (updateBucket), Modify bucket’s name or properties. Classification: read.
  • Update Task (updateTask), Modify existing task fields: title, due date, assignments, descriptions. Classification: read.
  • Find a Plan (findAPlan), Finds a plan by field. Classification: read.
  • Get a Bucket (getABucket), Retrieve details about a specific bucket. Classification: read.
  • Find Task (findTask), Find task by fields. Classification: read.
  • Custom API Call (custom_api_call), Make a custom API call to a specific endpoint Classification: read.

Trigger contracts

  • New Plan Created, polling.
  • New Task Created, polling.
  • New Task Assigned to User, polling.

Verification

Deterministic execution evidence is recorded for the pinned artifact, including 1 exercised action entrypoint and 0 exercised trigger entrypoints.

Capability summary

Authenticationcustom
Supported objects15
Supported actions12
Triggers3

Authentication

Authentication method: custom

Authentication profiles

connection · custom
  • Access token Required · protected credential
  • Cloud Environment Required

Supported objects

ObjectReadWriteNotes
Create Plan Yes No Create a new planner plan
Create Bucket Yes No Create a bucket (category) under a plan.
Create Task Yes No Create a new planner task with title, assignments, due date, etc.
Delete Bucket Yes No Delete an existing bucket.
Delete Task Yes No Remove a specific task by ID.
Update Plan Yes No modify metadata of a plan (e.g. title changes).
Update Bucket Yes No Modify bucketu2019s name or properties.
Update Task Yes No Modify existing task fields: title, due date, assignments, descriptions.
Find a Plan Yes No Finds a plan by field.
Get a Bucket Yes No Retrieve details about a specific bucket.
Find Task Yes No Find task by fields.
Custom API Call Yes No Make a custom API call to a specific endpoint
New Plan Created Yes No polling trigger declared by the pinned package.
New Task Created Yes No polling trigger declared by the pinned package.
New Task Assigned to User Yes No polling trigger declared by the pinned package.

Supported actions

Create Plan · Read

Create a new planner plan

create_plan · Risk: low · Retry: safe

Inputs

  • groupId · string · Required, Select the Grroup
  • title · string · Required, The title of the plan
Create Bucket · Read

Create a bucket (category) under a plan.

create_bucket · Risk: low · Retry: safe

Inputs

  • planId · string · Required, Select the plan
  • name · string · Required, The name of the bucket to be created
  • orderHint · string · Optional, Hint used to order items of this type in a list. The format is defined as outlined here: https://learn.microsoft.com/en-us/graph/api/resources/planner-order-hint-format?view=graph-rest-1.0
Create Task · Read

Create a new planner task with title, assignments, due date, etc.

create_task · Risk: low · Retry: safe

Inputs

  • planId · string · Required, Select the plan
  • bucketId · string · Optional, Select the bucket
  • title · string · Required, The title of the task to be created
  • assignments · array · Optional, Select users to assign the task to. If left empty, the task will be unassigned.
  • dueDateTime · string · Optional, The due date and time for the task
  • percentComplete · number · Optional, The completion percentage of the task (0-100)
  • priority · number · Optional, The priority of the task between 0 and 10, with the increasing value being lower priority (0 has the highest priority and 10 has the lowest priority).
  • startDateTime · string · Optional, The start date and time for the task
Delete Bucket · Read

Delete an existing bucket.

delete_bucket · Risk: low · Retry: safe

Inputs

  • planId · string · Required, Select the plan
  • id · string · Required, Select the bucket
Delete Task · Read

Remove a specific task by ID.

delete_task · Risk: low · Retry: safe

Inputs

  • planId · string · Required, Select the plan
  • id · string · Required, Select the task
Update Plan · Read

modify metadata of a plan (e.g. title changes).

update_plan · Risk: low · Retry: safe

Inputs

  • id · string · Required, Select the plan
  • title · string · Required, The new title of the plan
Update Bucket · Read

Modify bucketu2019s name or properties.

update_bucket · Risk: low · Retry: safe

Inputs

  • planId · string · Required, Select the plan
  • id · string · Required, Select the bucket
  • name · string · Optional, The new name of the bucket
  • orderHint · string · Optional, Hint used to order items of this type in a list. The format is defined as outlined here: https://learn.microsoft.com/en-us/graph/api/resources/planner-order-hint-format?view=graph-rest-1.0
Update Task · Read

Modify existing task fields: title, due date, assignments, descriptions.

update_task · Risk: low · Retry: safe

Inputs

  • planId · string · Required, Select the plan
  • id · string · Required, Select the task
  • title · string · Optional, The new title of the task
  • assignments · array · Optional, Select users to assign the task to. If left empty, the task will be unassigned.
  • dueDateTime · string · Optional, The due date and time for the task
  • percentComplete · number · Optional, The completion percentage of the task (0-100)
  • priority · number · Optional, The priority of the task between 0 and 10, with the increasing value being lower priority (0 has the highest priority and 10 has the lowest priority).
  • startDateTime · string · Optional, The start date and time for the task
Find a Plan · Read

Finds a plan by field.

find_aplan · Risk: low · Retry: safe

Inputs

  • title · string · Required, The title of the plan to search for
Get a Bucket · Read

Retrieve details about a specific bucket.

get_abucket · Risk: low · Retry: safe

Inputs

  • planId · string · Required, Select the plan
  • bucketId · string · Required, Select the bucket
Find Task · Read

Find task by fields.

find_task · Risk: low · Retry: safe

Inputs

  • planId · string · Required, Select the plan
  • title · string · Required, The title of the task to search for
Custom API Call · Read

Make a custom API call to a specific endpoint

custom_api_call · Risk: low · Retry: safe

Inputs

  • url · object · Required
  • method · string · Required
  • headers · object · Optional, Authorization headers are injected automatically from your connection.
  • queryParams · object · Optional, Appended to the URL as ?key=value.
  • body_type · string · Optional
  • body · object · Optional
  • response_is_binary · boolean · Optional, Enable for files like PDFs, images, etc.
  • failsafe · boolean · Optional, On a failed request, output the error instead of failing the step.
  • timeout · number · Optional, Seconds to wait for a response. Empty: up to the flow limit (10 min).
  • followRedirects · boolean · Optional, Follow 3xx redirects instead of returning them as the response.

Triggers

New Plan Created · Poll

Triggers when a new Plan is created in Microsoft 365 Planner.

New Task Created · Poll

Triggers when a new Task is created in Microsoft 365 Planner.

Inputs

  • planId · string
New Task Assigned to User · Poll

Triggers when a Task is assigned to the authenticated user in Microsoft 365 Planner.

Inputs

  • planId · string

Setup

Setup

  1. Add the Microsoft 365 Planner connector to the workflow in the target Flows360 Studio instance.
  2. Create or select the tenant-specific connection required by the connector. Connection secrets remain in the Studio connection boundary and are not copied into CDK documentation.
  3. Provide the connection fields declared by the pinned package:
  • Cloud Environment (cloud), required.

OAuth scopes

  • Tasks.ReadWrite
  • User.Read
  • Group.Read.All
  • openid
  • email
  • profile
  1. Select the required action or trigger and complete its declared input fields. Required and optional inputs are defined by the exact package schema.
  2. Test the workflow in the appropriate environment before enabling production scheduling or event delivery.

Limitations

Limitations and operational notes

  • This content describes @activepieces/piece-microsoft-365-planner@0.3.0; provider behaviour can change independently and should be revalidated when the provider or connector version changes.
  • Only the 12 actions and 3 triggers declared by this pinned package are represented here.
  • Tenant credentials and connection values are not stored in the public connector record.
  • Provider-side permissions, account entitlements, quotas and rate limits remain subject to the connected provider account and are not inferred when the package does not declare them.
  • Deterministic execution evidence is recorded for the pinned artifact, including 1 exercised action entrypoint and 0 exercised trigger entrypoints.

Troubleshooting

Why canu2019t the connector authenticate?

Check the tenant connection in Studio and confirm every required Microsoft 365 Planner connection field is present. Re-authorise OAuth-based connections if the provider token or consent has expired. Do not place credential values in CDK content or logs.

Why is an action or trigger unavailable?

Confirm that the workflow is using @activepieces/piece-microsoft-365-planner@0.3.0 and compare the requested capability with the declared action and trigger list for this version. A capability that is not declared by the pinned package should not be presented as supported.

What should I check after a provider-side change?

Revalidate authentication, required fields, action/trigger behaviour and provider documentation before publishing refreshed connector content or moving a new package version into production.

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