What can I automate with the Microsoft Planner integration?

Create and manage Microsoft Planner plans, buckets and tasks: assign people, set dates, priorities and labels, and keep checklists up to date. Lodol supports 20 actions for Microsoft Planner, which you can combine with any other app in a workflow.

How do I connect Microsoft Planner to Lodol?

Authenticate Microsoft Planner once from your workspace and every action and trigger it supports becomes available to drop into a workflow. There is no glue code to write or maintain.

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Microsoft Planner

Project ManagementMicrosoft

Create and manage Microsoft Planner plans, buckets and tasks: assign people, set dates, priorities and labels, and keep checklists up to date.

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20 actions

Actions

Steps your workflow can run in Microsoft Planner.

List my groupsList the Microsoft 365 groups you belong to. A plan always lives in one.

List my plansList the plans shared with you.

List group plansList the plans that belong to a Microsoft 365 group.

Get planGet a plan's title, group and creator.

Create planCreate a plan in a Microsoft 365 group you are a member of.

Rename planChange a plan's title.

Delete planDelete a plan with all of its buckets and tasks. This cannot be undone.

Get plan detailsGet a plan's label names and the people it is shared with.

List bucketsList the buckets (board columns) in a plan.

Create bucketAdd a bucket (board column) to a plan. It appears first on the board.

Rename bucketChange a bucket's name.

Delete bucketDelete a bucket and the tasks in it. This cannot be undone.

List plan tasksList the tasks in a plan, optionally only those in one bucket.

List my tasksList the Planner tasks assigned to you, across every plan.

Get taskGet a task's title, dates, progress, priority, assignees and labels.

Create taskCreate a task in a plan, optionally in a bucket, with dates, priority, labels and assignees.

Update taskChange a task: rename it, move it to another bucket, change its dates, priority or progress, assign or unassign people, and add or remove labels. Only the fields you fill in change.

Delete taskDelete a task. This cannot be undone.

Get task detailsGet a task's description, checklist and attachments.

Update task detailsChange a task's description, add checklist items, tick, untick or remove existing ones, and choose what its card shows.