Microsoft Planner

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.

Usage Instructions

Integrate Microsoft Planner into the workflow. Manage tasks, plans, buckets, and task details including checklists and references.

Actions

microsoft_planner_read_task

Read tasks from Microsoft Planner - get all user tasks or all tasks from a specific plan

Input

ParameterTypeRequiredDescription
planIdstringNoThe ID of the plan to get tasks from, if not provided gets all user tasks (e.g., "xqQg5FS2LkCe54tAMV_v2ZgADW2J")
taskIdstringNoThe ID of the task to get (e.g., "pbT5K2OVkkO1M7r5bfsJ6JgAGD5m")

Output

ParameterTypeDescription
successbooleanWhether tasks were retrieved successfully
tasksarrayArray of task objects with filtered properties
metadataobjectMetadata including planId, userId, and planUrl
planIdstringPlan ID
userIdstringUser ID
planUrlstringMicrosoft Graph API URL for the plan

microsoft_planner_create_task

Create a new task in Microsoft Planner

Input

ParameterTypeRequiredDescription
planIdstringYesThe ID of the plan where the task will be created (e.g., "xqQg5FS2LkCe54tAMV_v2ZgADW2J")
titlestringYesThe title of the task (e.g., "Review quarterly report")
dueDateTimestringNoThe due date and time for the task in ISO 8601 format (e.g., "2025-03-15T17:00:00Z")
startDateTimestringNoThe start date and time for the task in ISO 8601 format (e.g., "2025-03-10T09:00:00Z")
prioritynumberNoThe priority of the task (0-10, where 0 is urgent and 10 is low)
percentCompletenumberNoThe percentage of task completion (0-100)
assigneeUserIdstringNoThe user ID to assign the task to (e.g., "e82f74c3-4d8a-4b5c-9f1e-2a6b8c9d0e3f")
bucketIdstringNoThe bucket ID to place the task in (e.g., "hsOf2dhOJkC6Fey9VjDg1JgAC9Rq")
appliedCategoriesstringNoComma-separated category labels to apply to the task, e.g. "category1,category3" (up to category1-category25, plan-defined color labels)

Output

ParameterTypeDescription
successbooleanWhether the task was created successfully
taskobjectThe created task object with all properties
metadataobjectMetadata including planId, taskId, and taskUrl
planIdstringParent plan ID
taskIdstringCreated task ID
taskUrlstringMicrosoft Graph API URL for the task

microsoft_planner_update_task

Update a task in Microsoft Planner

Input

ParameterTypeRequiredDescription
taskIdstringYesThe ID of the task to update (e.g., "pbT5K2OVkkO1M7r5bfsJ6JgAGD5m")
etagstringYesThe ETag value from the task to update (If-Match header)
titlestringNoThe new title of the task (e.g., "Review quarterly report")
bucketIdstringNoThe bucket ID to move the task to (e.g., "hsOf2dhOJkC6Fey9VjDg1JgAC9Rq")
dueDateTimestringNoThe due date and time for the task in ISO 8601 format (e.g., "2025-03-15T17:00:00Z")
startDateTimestringNoThe start date and time for the task (ISO 8601 format)
percentCompletenumberNoThe percentage of task completion (0-100)
prioritynumberNoThe priority of the task (0-10)
assigneeUserIdstringNoThe user ID to assign the task to (e.g., "e82f74c3-4d8a-4b5c-9f1e-2a6b8c9d0e3f")
appliedCategoriesstringNoComma-separated category labels to apply to the task, e.g. "category1,category3" (up to category1-category25, plan-defined color labels)

Output

ParameterTypeDescription
successbooleanWhether the task was updated successfully
messagestringSuccess message when task is updated
taskobjectThe updated task object with all properties
taskIdstringID of the updated task
etagstringNew ETag after update - use this for subsequent operations
metadataobjectMetadata including taskId, planId, and taskUrl
taskIdstringUpdated task ID
planIdstringParent plan ID
taskUrlstringMicrosoft Graph API URL for the task

microsoft_planner_delete_task

Delete a task from Microsoft Planner

Input

ParameterTypeRequiredDescription
taskIdstringYesThe ID of the task to delete (e.g., "pbT5K2OVkkO1M7r5bfsJ6JgAGD5m")
etagstringYesThe ETag value from the task to delete (If-Match header)

Output

ParameterTypeDescription
successbooleanWhether the task was deleted successfully
deletedbooleanConfirmation of deletion
metadataobjectAdditional metadata

microsoft_planner_list_plans

List all plans shared with the current user

Input

ParameterTypeRequiredDescription

Output

ParameterTypeDescription
successbooleanWhether plans were retrieved successfully
plansarrayArray of plan objects shared with the current user
metadataobjectMetadata including userId and count
countnumberNumber of plans returned
userIdstringUser ID

microsoft_planner_read_plan

Get details of a specific Microsoft Planner plan

Input

ParameterTypeRequiredDescription
planIdstringYesThe ID of the plan to retrieve (e.g., "xqQg5FS2LkCe54tAMV_v2ZgADW2J")

Output

ParameterTypeDescription
successbooleanWhether the plan was retrieved successfully
planobjectThe plan object with all properties
metadataobjectMetadata including planId and planUrl
planIdstringPlan ID
planUrlstringMicrosoft Graph API URL for the plan

microsoft_planner_create_plan

Create a new Microsoft Planner plan owned by a Microsoft 365 group

Input

ParameterTypeRequiredDescription
groupIdstringYesThe 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.
titlestringYesThe title of the plan

Output

ParameterTypeDescription
successbooleanWhether the plan was created successfully
planobjectThe created plan object with all properties
metadataobjectMetadata including planId and groupId
planIdstringCreated plan ID
groupIdstringOwning Microsoft 365 group ID

microsoft_planner_update_plan

Rename a Microsoft Planner plan

Input

ParameterTypeRequiredDescription
planIdstringYesThe ID of the plan to update (e.g., "xqQg5FS2LkCe54tAMV_v2ZgADW2J")
etagstringYesThe ETag value from the plan to update (If-Match header)
titlestringYesThe new title of the plan

Output

ParameterTypeDescription
successbooleanWhether the plan was updated successfully
planobjectThe updated plan object with all properties
metadataobjectMetadata including planId
planIdstringUpdated plan ID

microsoft_planner_get_plan_details

Get detailed information about a plan including category descriptions and sharing

Input

ParameterTypeRequiredDescription
planIdstringYesThe ID of the plan (e.g., "xqQg5FS2LkCe54tAMV_v2ZgADW2J")

Output

ParameterTypeDescription
successbooleanWhether the plan details were retrieved successfully
planDetailsobjectThe plan details including categoryDescriptions and sharedWith
etagstringThe ETag value for this plan details resource
metadataobjectMetadata including planId
planIdstringPlan ID

microsoft_planner_update_plan_details

Update a plan's category (color label) descriptions and shared-with user list in Microsoft Planner

Input

ParameterTypeRequiredDescription
planIdstringYesThe ID of the plan (e.g., "xqQg5FS2LkCe54tAMV_v2ZgADW2J")
etagstringYesThe ETag value from the plan details to update (If-Match header)
categoryDescriptionsobjectNoCategory label names as a JSON object, e.g. {"category1": "Blocked", "category2": "At Risk"}. Set a value to null to clear a label.
sharedWithobjectNoUser IDs to share the plan with as a JSON object, e.g. {"<user-id>": true}. Set a value to false to unshare.

Output

ParameterTypeDescription
successbooleanWhether the plan details were updated successfully
planDetailsobjectThe updated plan details object with categoryDescriptions and sharedWith
metadataobjectMetadata including planId
planIdstringPlan ID

microsoft_planner_delete_plan

Delete a Microsoft Planner plan

Input

ParameterTypeRequiredDescription
planIdstringYesThe ID of the plan to delete (e.g., "xqQg5FS2LkCe54tAMV_v2ZgADW2J")
etagstringYesThe ETag value from the plan to delete (If-Match header)

Output

ParameterTypeDescription
successbooleanWhether the plan was deleted successfully
deletedbooleanConfirmation of deletion
metadataobjectAdditional metadata

microsoft_planner_list_buckets

List all buckets in a Microsoft Planner plan

Input

ParameterTypeRequiredDescription
planIdstringYesThe ID of the plan (e.g., "xqQg5FS2LkCe54tAMV_v2ZgADW2J")

Output

ParameterTypeDescription
successbooleanWhether buckets were retrieved successfully
bucketsarrayArray of bucket objects
metadataobjectMetadata including planId and count
planIdstringPlan ID
countnumberNumber of buckets returned

microsoft_planner_read_bucket

Get details of a specific bucket

Input

ParameterTypeRequiredDescription
bucketIdstringYesThe ID of the bucket to retrieve (e.g., "hsOf2dhOJkC6Fey9VjDg1JgAC9Rq")

Output

ParameterTypeDescription
successbooleanWhether the bucket was retrieved successfully
bucketobjectThe bucket object with all properties
metadataobjectMetadata including bucketId and planId
bucketIdstringBucket ID
planIdstringParent plan ID

microsoft_planner_create_bucket

Create a new bucket in a Microsoft Planner plan

Input

ParameterTypeRequiredDescription
planIdstringYesThe ID of the plan where the bucket will be created (e.g., "xqQg5FS2LkCe54tAMV_v2ZgADW2J")
namestringYesThe name of the bucket

Output

ParameterTypeDescription
successbooleanWhether the bucket was created successfully
bucketobjectThe created bucket object with all properties
metadataobjectMetadata including bucketId and planId
bucketIdstringCreated bucket ID
planIdstringParent plan ID

microsoft_planner_update_bucket

Update a bucket in Microsoft Planner

Input

ParameterTypeRequiredDescription
bucketIdstringYesThe ID of the bucket to update (e.g., "hsOf2dhOJkC6Fey9VjDg1JgAC9Rq")
namestringNoThe new name of the bucket
etagstringYesThe ETag value from the bucket to update (If-Match header)

Output

ParameterTypeDescription
successbooleanWhether the bucket was updated successfully
bucketobjectThe updated bucket object with all properties
metadataobjectMetadata including bucketId and planId
bucketIdstringUpdated bucket ID
planIdstringParent plan ID

microsoft_planner_delete_bucket

Delete a bucket from Microsoft Planner

Input

ParameterTypeRequiredDescription
bucketIdstringYesThe ID of the bucket to delete (e.g., "hsOf2dhOJkC6Fey9VjDg1JgAC9Rq")
etagstringYesThe ETag value from the bucket to delete (If-Match header)

Output

ParameterTypeDescription
successbooleanWhether the bucket was deleted successfully
deletedbooleanConfirmation of deletion
metadataobjectAdditional metadata

microsoft_planner_get_task_details

Get detailed information about a task including checklist and references

Input

ParameterTypeRequiredDescription
taskIdstringYesThe ID of the task (e.g., "pbT5K2OVkkO1M7r5bfsJ6JgAGD5m")

Output

ParameterTypeDescription
successbooleanWhether the task details were retrieved successfully
taskDetailsobjectThe task details including description, checklist, and references
etagstringThe ETag value for this task details - use this for update operations
metadataobjectMetadata including taskId
taskIdstringTask ID

microsoft_planner_update_task_details

Update task details including description, checklist items, and references in Microsoft Planner

Input

ParameterTypeRequiredDescription
taskIdstringYesThe ID of the task (e.g., "pbT5K2OVkkO1M7r5bfsJ6JgAGD5m")
etagstringYesThe ETag value from the task details to update (If-Match header)
descriptionstringNoThe description of the task
checklistobjectNoChecklist items as a JSON object
referencesobjectNoReferences as a JSON object
previewTypestringNoPreview type: automatic, noPreview, checklist, description, or reference

Output

ParameterTypeDescription
successbooleanWhether the task details were updated successfully
taskDetailsobjectThe updated task details object with all properties
metadataobjectMetadata including taskId
taskIdstringTask ID

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