Requirements
To use Microsoft Planner on WEXTL you need an active account and OAuth client credentials, granted by signing in with your account.[3]
Get your Microsoft Planner credentials
Credential type option 1
Microsoft Planner - Primary
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
- Microsoft - TenanttextRequired
Directory (tenant) ID or verified domain, e.g. contoso.onmicrosoft.com. common/organizations/consumers are not valid for app-only.
[1] - Microsoft - Client IDtextRequired
Register your application in the Microsoft Entra admin center, then copy the Application (client) ID from the app's Overview page
[1] - Microsoft - Client SecretpasswordRequired
In your app registration, go to Certificates & secrets → Client secrets, create a new client secret, and copy its value immediately after it's generated.
[1] - Email or User IDtextRequired
Go to Microsoft Entra admin center → Users → select the user → Overview, then copy the Object ID, or enter The email of the user.
[1]
Credential type option 2
Microsoft Planner - Secondary
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
- Microsoft - TenantselectRequired
Go to
[1]https://entra.microsoft.comand copy your tennat ID or select any of the following` - Microsoft - Client IDtextRequired
Go to the Microsoft Entra admin center → Entra ID → App registrations and select New registration. → enter a description and expiration → Add, then immediately copy your Client ID
[1] - Microsoft - Client SecretpasswordRequired
Copy you client Secret from the previously created app
[1]
Integration requests 10 permissions:
Tasks.ReadTasks.Read.SharedTasks.ReadWriteTasks.ReadWrite.SharedTasks.Read.AllTasks.ReadWrite.AllGroup.Read.AllGroup.ReadWrite.Alloffline_accessUser.Read
Connect Microsoft Planner in WEXTL
- Log in to your WEXTL account, add the Microsoft Planner node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Microsoft Planner account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Microsoft Planner node modules
The list below is a reference of every Microsoft Planner node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Open any Microsoft Planner node module below to inspect its input parameters, outputs, and connection requirements.
Watch Planner PlansTrigger
Output fields[3]
| Field | Type |
|---|---|
| Archival info | object |
| @odata type | text |
| Container | object |
| @odata type | text |
| Content sensitivity label assignment | object |
| @odata type | text |
| Contexts | object |
| @odata type | text |
| Created by | object |
| @odata type | text |
| Created date time | date |
| Creation source | object |
| @odata type | text |
| ID | text |
| Is archived | text |
| Owner | text |
| Shared with containers | array |
| Title | text |
Watch Planner Task MessagesTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Message type | text |
| Content | text |
| Created date time | date |
| Parent entity ID | text |
| Deleted time | time |
| Edited time | time |
| Mentions | array |
| Reactions | array |
| Created by | object |
| User | object |
Watch Planner TasksTrigger
Output fields[3]
| Field | Type |
|---|---|
| Created by | object |
| User | object |
| Plan ID | text |
| Bucket ID | text |
| Title | text |
| Order hint | text |
| Assignee priority | text |
| Created date time | date |
| Assignments | object |
| Fbab 97d 0 4932 4511 b 675 204639209557 | object |
| ID | text |
Watch User PlansTrigger
Output fields[3]
| Field | Type |
|---|---|
| Archival info | object |
| @odata type | text |
| Container | object |
| @odata type | text |
| Content sensitivity label assignment | object |
| @odata type | text |
| Contexts | object |
| @odata type | text |
| Created by | object |
| @odata type | text |
| Created date time | date |
| Creation source | object |
| @odata type | text |
| ID | text |
| Is archived | text |
| Owner | text |
| Shared with containers | array |
| Title | text |
Get a Plan Usage RightAction
List Business ScenarioSearch
List Planner BucketsSearch
List Planner PlansSearch
Input fields[3]
| Field | Type |
|---|---|
Planner Roster IDRequired | choice |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Archival info | object |
| @odata type | text |
| Container | object |
| @odata type | text |
| Content sensitivity label assignment | object |
| @odata type | text |
| Contexts | object |
| @odata type | text |
| Created by | object |
| @odata type | text |
| Created date time | date |
| Creation source | object |
| @odata type | text |
| ID | text |
| Is archived | text |
| Owner | text |
| Shared with containers | array |
| Title | text |
List Planner Task MessagesSearch
List Planner TasksSearch
List Roster MembersSearch
List User PlansSearch
Input fields[3]
| Field | Type |
|---|---|
Planner Roster IDRequired | choice |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Archival info | object |
| @odata type | text |
| Container | object |
| @odata type | text |
| Content sensitivity label assignment | object |
| @odata type | text |
| Contexts | object |
| @odata type | text |
| Created by | object |
| @odata type | text |
| Created date time | date |
| Creation source | object |
| @odata type | text |
| ID | text |
| Is archived | text |
| Owner | text |
| Shared with containers | array |
| Title | text |
List User's Assigned TasksSearch
List User's Favourite PlansSearch
List User's My-Day TasksSearch
Retrieve a BucketAction
Retrieve a Business ScenarioAction
Retrieve a Planner PlanAction
Input fields[3]
| Field | Type |
|---|---|
Planner Roster IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| Archival info | object |
| @odata type | text |
| Container | object |
| @odata type | text |
| Content sensitivity label assignment | object |
| @odata type | text |
| Contexts | object |
| @odata type | text |
| Created by | object |
| @odata type | text |
| Created date time | date |
| Creation source | object |
| @odata type | text |
| ID | text |
| Is archived | text |
| Owner | text |
| Shared with containers | array |
| Title | text |
Retrieve a Planner RosterAction
Retrieve a Planner TaskAction
Add a Roster MemberAction
Archive a Planner PlanAction
Input fields[3]
| Field | Type |
|---|---|
Planner Roster IDRequired | choice |
JustificationRequired | text |
Create a Business ScenarioAction
Create a Planner BucketAction
Create a Planner MessageAction
Create a Planner PlanAction
Input fields[3]
| Field | Type |
|---|---|
TitleRequired | text |
| Planner Plan Container | object |
Container URLRequired | url |
| Container ID | choice |
| Type | choice |
Output fields[3]
| Field | Type |
|---|---|
| Archival info | object |
| @odata type | text |
| Container | object |
| @odata type | text |
| Content sensitivity label assignment | object |
| @odata type | text |
| Contexts | object |
| @odata type | text |
| Created by | object |
| @odata type | text |
| Created date time | date |
| Creation source | object |
| @odata type | text |
| ID | text |
| Is archived | text |
| Owner | text |
| Shared with containers | array |
| Title | text |
Create a Planner RoasterAction
Create a Planner TaskAction
Input fields[3]
| Field | Type |
|---|---|
TitleRequired | text |
TitleRequired | text |
| Assignee Priority | text |
| Assignments | object |
| Bucket ID | choice |
| Conversation Thread ID | text |
| Creation Source | object |
| Due Date Time | date |
| Is On My Day | boolean |
| Order Hint | text |
| Percent Complete | number |
| Priority | number |
| Plan ID | choice |
| Preview Type | choice |
| Recurrence | object |
| Start Date Time | date |
Output fields[3]
| Field | Type |
|---|---|
| Created by | object |
| User | object |
| Plan ID | text |
| Bucket ID | text |
| Title | text |
| Order hint | text |
| Created date time | date |
| Assignments | object |
| Fbab 97d 0 4932 4511 b 675 204639209557 | object |
| ID | text |
Delete a Business ScenarioAction
Input fields[3]
| Field | Type |
|---|---|
Business Scenario IDRequired | choice |
Delete a Planner PlanAction
Input fields[3]
| Field | Type |
|---|---|
Planner Roster IDRequired | choice |
Delete a Planner RosterAction
Input fields[3]
| Field | Type |
|---|---|
Planner Roster IDRequired | choice |
Delete a Planner TaskAction
Input fields[3]
| Field | Type |
|---|---|
Planner Roster IDRequired | choice |
Make an API Calluniversal
Move a Planner PlanAction
Unarchive a Planner PlanAction
Input fields[3]
| Field | Type |
|---|---|
Planner Roster IDRequired | choice |
Update a BucketAction
Update a Business ScenarioAction
Update a Planner PlanAction
Input fields[3]
| Field | Type |
|---|---|
Planner Roster IDRequired | choice |
| Title | text |
| Planner Plan Container | object |
| Container URL | url |
| Container ID | choice |
| Type | choice |
Output fields[3]
| Field | Type |
|---|---|
| Archival info | object |
| @odata type | text |
| Container | object |
| @odata type | text |
| Content sensitivity label assignment | object |
| @odata type | text |
| Contexts | object |
| @odata type | text |
| Created by | object |
| @odata type | text |
| Created date time | date |
| Creation source | object |
| @odata type | text |
| ID | text |
| Is archived | text |
| Owner | text |
| Shared with containers | array |
| Title | text |
Update a Planner TaskAction
Input fields[3]
| Field | Type |
|---|---|
Planner Roster IDRequired | choice |
| Title | text |
| Planner Plan Container | object |
| Container URL | url |
| Container ID | choice |
| Type | choice |
| Due Date Time | date |
| Start Date Time | date |
Output fields[3]
| Field | Type |
|---|---|
| Created by | object |
| User | object |
| Plan ID | text |
| Bucket ID | text |
| Title | text |
| Order hint | text |
| Created date time | date |
| Assignments | object |
| Fbab 97d 0 4932 4511 b 675 204639209557 | object |
| ID | text |
Templates
Look for Microsoft Planner templates in the WEXTL template library.
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References
- WEXTL® Microsoft Planner Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Microsoft Planner.
- WEXTL® visual workflow builder data.
Last updated: Jul 24, 2026 18:12