Microsoft Planner é uma ferramenta de gerenciamento de tarefas que ajuda equipes a organizar o trabalho visualmente usando boards, tarefas e buckets. Integrado ao Microsoft 365, oferece uma forma simples e intuitiva de gerenciar projetos de equipe, atribuir responsabilidades e acompanhar o progresso.
Com o Microsoft Planner, você pode:
- Criar e gerenciar tarefas: Adicione novas tarefas com datas de vencimento, prioridades e usuários atribuídos
- Organizar com buckets: Agrupe tarefas por fase, status ou categoria para refletir o fluxo de trabalho da sua equipe
- Visualizar o status do projeto: Use boards, gráficos e filtros para monitorar a carga de trabalho e acompanhar o progresso
- Permanecer integrado ao Microsoft 365: Conecte tarefas de forma contínua com Teams, Outlook e outras ferramentas Microsoft
Na Zoen, a integração com o Microsoft Planner permite que seus agentes criem, leiam e gerenciem tarefas de forma programática como parte dos seus fluxos de trabalho. Os agentes podem gerar novas tarefas com base em solicitações recebidas, recuperar detalhes de tarefas para orientar decisões e acompanhar o status em projetos — tudo sem intervenção humana. Seja para onboarding de clientes, rastreamento interno de projetos ou geração de tarefas de follow-up, integrar o Microsoft Planner à Zoen dá aos seus agentes uma forma estruturada de coordenar o trabalho, automatizar a criação de tarefas e manter as equipes alinhadas.
Integrate Microsoft Planner into the workflow. Manage tasks, plans, buckets, and task details including checklists and references.
Read tasks from Microsoft Planner - get all user tasks or all tasks from a specific plan
| Parameter | Type | Required | Description |
|---|
planId | string | No | The ID of the plan to get tasks from, if not provided gets all user tasks (e.g., "xqQg5FS2LkCe54tAMV_v2ZgADW2J") |
taskId | string | No | The ID of the task to get (e.g., "pbT5K2OVkkO1M7r5bfsJ6JgAGD5m") |
| Parameter | Type | Description |
|---|
success | boolean | Whether tasks were retrieved successfully |
tasks | array | Array of task objects with filtered properties |
metadata | object | Metadata including planId, userId, and planUrl |
↳ planId | string | Plan ID |
↳ userId | string | User ID |
↳ planUrl | string | Microsoft Graph API URL for the plan |
Create a new task in Microsoft Planner
| Parameter | Type | Required | Description |
|---|
planId | string | Yes | The ID of the plan where the task will be created (e.g., "xqQg5FS2LkCe54tAMV_v2ZgADW2J") |
title | string | Yes | The title of the task (e.g., "Review quarterly report") |
dueDateTime | string | No | The due date and time for the task in ISO 8601 format (e.g., "2025-03-15T17:00:00Z") |
startDateTime | string | No | The start date and time for the task in ISO 8601 format (e.g., "2025-03-10T09:00:00Z") |
priority | number | No | The priority of the task (0-10, where 0 is urgent and 10 is low) |
percentComplete | number | No | The percentage of task completion (0-100) |
assigneeUserId | string | No | The user ID to assign the task to (e.g., "e82f74c3-4d8a-4b5c-9f1e-2a6b8c9d0e3f") |
bucketId | string | No | The bucket ID to place the task in (e.g., "hsOf2dhOJkC6Fey9VjDg1JgAC9Rq") |
appliedCategories | string | No | Comma-separated category labels to apply to the task, e.g. "category1,category3" (up to category1-category25, plan-defined color labels) |
| Parameter | Type | Description |
|---|
success | boolean | Whether the task was created successfully |
task | object | The created task object with all properties |
metadata | object | Metadata including planId, taskId, and taskUrl |
↳ planId | string | Parent plan ID |
↳ taskId | string | Created task ID |
↳ taskUrl | string | Microsoft Graph API URL for the task |
Update a task in Microsoft Planner
| Parameter | Type | Required | Description |
|---|
taskId | string | Yes | The ID of the task to update (e.g., "pbT5K2OVkkO1M7r5bfsJ6JgAGD5m") |
etag | string | Yes | The ETag value from the task to update (If-Match header) |
title | string | No | The new title of the task (e.g., "Review quarterly report") |
bucketId | string | No | The bucket ID to move the task to (e.g., "hsOf2dhOJkC6Fey9VjDg1JgAC9Rq") |
dueDateTime | string | No | The due date and time for the task in ISO 8601 format (e.g., "2025-03-15T17:00:00Z") |
startDateTime | string | No | The start date and time for the task (ISO 8601 format) |
percentComplete | number | No | The percentage of task completion (0-100) |
priority | number | No | The priority of the task (0-10) |
assigneeUserId | string | No | The user ID to assign the task to (e.g., "e82f74c3-4d8a-4b5c-9f1e-2a6b8c9d0e3f") |
appliedCategories | string | No | Comma-separated category labels to apply to the task, e.g. "category1,category3" (up to category1-category25, plan-defined color labels) |
| Parameter | Type | Description |
|---|
success | boolean | Whether the task was updated successfully |
message | string | Success message when task is updated |
task | object | The updated task object with all properties |
taskId | string | ID of the updated task |
etag | string | New ETag after update - use this for subsequent operations |
metadata | object | Metadata including taskId, planId, and taskUrl |
↳ taskId | string | Updated task ID |
↳ planId | string | Parent plan ID |
↳ taskUrl | string | Microsoft Graph API URL for the task |
Delete a task from Microsoft Planner
| Parameter | Type | Required | Description |
|---|
taskId | string | Yes | The ID of the task to delete (e.g., "pbT5K2OVkkO1M7r5bfsJ6JgAGD5m") |
etag | string | Yes | The ETag value from the task to delete (If-Match header) |
| Parameter | Type | Description |
|---|
success | boolean | Whether the task was deleted successfully |
deleted | boolean | Confirmation of deletion |
metadata | object | Additional metadata |
List all plans shared with the current user
| Parameter | Type | Required | Description |
|---|
| Parameter | Type | Description |
|---|
success | boolean | Whether plans were retrieved successfully |
plans | array | Array of plan objects shared with the current user |
metadata | object | Metadata including userId and count |
↳ count | number | Number of plans returned |
↳ userId | string | User ID |
Get details of a specific Microsoft Planner plan
| Parameter | Type | Required | Description |
|---|
planId | string | Yes | The ID of the plan to retrieve (e.g., "xqQg5FS2LkCe54tAMV_v2ZgADW2J") |
| Parameter | Type | Description |
|---|
success | boolean | Whether the plan was retrieved successfully |
plan | object | The plan object with all properties |
metadata | object | Metadata including planId and planUrl |
↳ planId | string | Plan ID |
↳ planUrl | string | Microsoft Graph API URL for the plan |
Create a new Microsoft Planner plan owned by a Microsoft 365 group
| Parameter | Type | Required | Description |
|---|
groupId | string | Yes | The ID of the Microsoft 365 group that will own the plan (e.g., "ebf3b108-5234-4e22-b93d-656d7dae5874"). The current user must be a member of this group. |
title | string | Yes | The title of the plan |
| Parameter | Type | Description |
|---|
success | boolean | Whether the plan was created successfully |
plan | object | The created plan object with all properties |
metadata | object | Metadata including planId and groupId |
↳ planId | string | Created plan ID |
↳ groupId | string | Owning Microsoft 365 group ID |
Rename a Microsoft Planner plan
| Parameter | Type | Required | Description |
|---|
planId | string | Yes | The ID of the plan to update (e.g., "xqQg5FS2LkCe54tAMV_v2ZgADW2J") |
etag | string | Yes | The ETag value from the plan to update (If-Match header) |
title | string | Yes | The new title of the plan |
| Parameter | Type | Description |
|---|
success | boolean | Whether the plan was updated successfully |
plan | object | The updated plan object with all properties |
metadata | object | Metadata including planId |
↳ planId | string | Updated plan ID |
Get detailed information about a plan including category descriptions and sharing
| Parameter | Type | Required | Description |
|---|
planId | string | Yes | The ID of the plan (e.g., "xqQg5FS2LkCe54tAMV_v2ZgADW2J") |
| Parameter | Type | Description |
|---|
success | boolean | Whether the plan details were retrieved successfully |
planDetails | object | The plan details including categoryDescriptions and sharedWith |
etag | string | The ETag value for this plan details resource |
metadata | object | Metadata including planId |
↳ planId | string | Plan ID |
Update a plan's category (color label) descriptions and shared-with user list in Microsoft Planner
| Parameter | Type | Required | Description |
|---|
planId | string | Yes | The ID of the plan (e.g., "xqQg5FS2LkCe54tAMV_v2ZgADW2J") |
etag | string | Yes | The ETag value from the plan details to update (If-Match header) |
categoryDescriptions | object | No | Category label names as a JSON object, e.g. {"category1": "Blocked", "category2": "At Risk"}. Set a value to null to clear a label. |
sharedWith | object | No | User IDs to share the plan with as a JSON object, e.g. {"<user-id>": true}. Set a value to false to unshare. |
| Parameter | Type | Description |
|---|
success | boolean | Whether the plan details were updated successfully |
planDetails | object | The updated plan details object with categoryDescriptions and sharedWith |
metadata | object | Metadata including planId |
↳ planId | string | Plan ID |
Delete a Microsoft Planner plan
| Parameter | Type | Required | Description |
|---|
planId | string | Yes | The ID of the plan to delete (e.g., "xqQg5FS2LkCe54tAMV_v2ZgADW2J") |
etag | string | Yes | The ETag value from the plan to delete (If-Match header) |
| Parameter | Type | Description |
|---|
success | boolean | Whether the plan was deleted successfully |
deleted | boolean | Confirmation of deletion |
metadata | object | Additional metadata |
List all buckets in a Microsoft Planner plan
| Parameter | Type | Required | Description |
|---|
planId | string | Yes | The ID of the plan (e.g., "xqQg5FS2LkCe54tAMV_v2ZgADW2J") |
| Parameter | Type | Description |
|---|
success | boolean | Whether buckets were retrieved successfully |
buckets | array | Array of bucket objects |
metadata | object | Metadata including planId and count |
↳ planId | string | Plan ID |
↳ count | number | Number of buckets returned |
Get details of a specific bucket
| Parameter | Type | Required | Description |
|---|
bucketId | string | Yes | The ID of the bucket to retrieve (e.g., "hsOf2dhOJkC6Fey9VjDg1JgAC9Rq") |
| Parameter | Type | Description |
|---|
success | boolean | Whether the bucket was retrieved successfully |
bucket | object | The bucket object with all properties |
metadata | object | Metadata including bucketId and planId |
↳ bucketId | string | Bucket ID |
↳ planId | string | Parent plan ID |
Create a new bucket in a Microsoft Planner plan
| Parameter | Type | Required | Description |
|---|
planId | string | Yes | The ID of the plan where the bucket will be created (e.g., "xqQg5FS2LkCe54tAMV_v2ZgADW2J") |
name | string | Yes | The name of the bucket |
| Parameter | Type | Description |
|---|
success | boolean | Whether the bucket was created successfully |
bucket | object | The created bucket object with all properties |
metadata | object | Metadata including bucketId and planId |
↳ bucketId | string | Created bucket ID |
↳ planId | string | Parent plan ID |
Update a bucket in Microsoft Planner
| Parameter | Type | Required | Description |
|---|
bucketId | string | Yes | The ID of the bucket to update (e.g., "hsOf2dhOJkC6Fey9VjDg1JgAC9Rq") |
name | string | No | The new name of the bucket |
etag | string | Yes | The ETag value from the bucket to update (If-Match header) |
| Parameter | Type | Description |
|---|
success | boolean | Whether the bucket was updated successfully |
bucket | object | The updated bucket object with all properties |
metadata | object | Metadata including bucketId and planId |
↳ bucketId | string | Updated bucket ID |
↳ planId | string | Parent plan ID |
Delete a bucket from Microsoft Planner
| Parameter | Type | Required | Description |
|---|
bucketId | string | Yes | The ID of the bucket to delete (e.g., "hsOf2dhOJkC6Fey9VjDg1JgAC9Rq") |
etag | string | Yes | The ETag value from the bucket to delete (If-Match header) |
| Parameter | Type | Description |
|---|
success | boolean | Whether the bucket was deleted successfully |
deleted | boolean | Confirmation of deletion |
metadata | object | Additional metadata |
Get detailed information about a task including checklist and references
| Parameter | Type | Required | Description |
|---|
taskId | string | Yes | The ID of the task (e.g., "pbT5K2OVkkO1M7r5bfsJ6JgAGD5m") |
| Parameter | Type | Description |
|---|
success | boolean | Whether the task details were retrieved successfully |
taskDetails | object | The task details including description, checklist, and references |
etag | string | The ETag value for this task details - use this for update operations |
metadata | object | Metadata including taskId |
↳ taskId | string | Task ID |
Update task details including description, checklist items, and references in Microsoft Planner
| Parameter | Type | Required | Description |
|---|
taskId | string | Yes | The ID of the task (e.g., "pbT5K2OVkkO1M7r5bfsJ6JgAGD5m") |
etag | string | Yes | The ETag value from the task details to update (If-Match header) |
description | string | No | The description of the task |
checklist | object | No | Checklist items as a JSON object |
references | object | No | References as a JSON object |
previewType | string | No | Preview type: automatic, noPreview, checklist, description, or reference |
| Parameter | Type | Description |
|---|
success | boolean | Whether the task details were updated successfully |
taskDetails | object | The updated task details object with all properties |
metadata | object | Metadata including taskId |
↳ taskId | string | Task ID |