Introduction
Connect Microsoft Planner to Sana to create, update, and manage tasks, plans, and buckets. Stay on top of your work without leaving Sana. In summary, the connector has the following key characteristics:
Category: Productivity
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
List tasks |
Create tasks |
Update tasks |
Create plans |
Create buckets |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Microsoft Planner. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Create bucket |
Create plan |
Create task |
List user tasks |
Update task |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:
Scope | Purpose |
Read your primary email address to identify you and use it in notifications, logs, etc. | |
offline_access | Keep a refresh token so the connector can continue to call Microsoft 365 on your behalf even when you're not actively logged in. |
openid | Use Microsoft identity as the authentication provider (basic sign-in). |
profile | Read basic profile info (name, avatar, tenant, etc.) to associate Microsoft 365 actions with your user. |
Group.ReadWrite.All | Read and modify all Microsoft 365 Groups, including creating/updating Planner plans and buckets that are attached to groups. |
Files.ReadWrite | Read, create, update, and delete files you have access to (e.g., attachments linked from Planner tasks). |
Files.Read.All | Read all files you have permission to see across SharePoint/OneDrive, even if you didn't create them (needed to fetch attachments or related documents). |
MailboxSettings.Read | Read your mailbox settings (time zone, language, etc.) so scheduled/notification times and formats match your Outlook configuration. |
Tasks.ReadWrite | Read, create, update, and delete your tasks across Microsoft To Do / Planner, which is the core functionality of the Planner connector. |
User.Read | Allow the signed-in user to read their own account info and verify identity (standard "sign in and read user profile" permission). |
User.Read.All | Read basic profile information for other users in the organization so the connector can look up assignees, owners, and collaborators for Planner tasks and plans. |
Set up instructions
Prerequisites:
Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.
Step 1: Go to the integrations page in Sana
In Sana, click on ... More in the sidebar, then select Integrations
Step 2: Find Microsoft Planner in the list of available integrations
Scroll to the Available integrations section and locate Microsoft Planner.
Step 3: Connect the integration
Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.
Step 4: Sign in to Microsoft Planner and approve the requested scopes
You'll be redirected to Microsoft Planner to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 5: Complete the set up
You've successfully connected your Microsoft Planner account. Click Continue to complete the setup and start using the connector.
Known limitations
Tasks: The connector can only list tasks assigned to the signed-in user, not tasks assigned to someone else or tasks that are unassigned.