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Microsoft Planner logo
Live
Scheduling

Microsoft Planner

Plans and tasks from Microsoft 365, kept in sync.

Microsoft 365’s task planner. Link one or more plans; each becomes its own table here.

What it brings in

  • Tasks, grouped by bucket
  • Start and due dates, progress and priority
  • Who each task is assigned to

How to connect

  1. In a project, click Data in the left rail.
  2. Click + Connect and pick Microsoft Planner.
  3. Click Connect and sign in with your Microsoft account. You come back to the same dialog.
  4. Tick the plans you want, then click Link to this project. Each plan becomes its own table.

Linked data sits in the project’s Data tab as a table you can sort, filter and search, and refreshes automatically every hour. The Framework agent can read it too, so you can ask what’s overdue or what changed.

Details
Status
Live
Category
Scheduling
Connects with
Microsoft sign-in
Find it in
Project Data tab
Brings in
Plans, tasks, buckets

See what else connects

Schedules, files, staffing and logs from the tools your team already uses.

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