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Set up a connection to Microsoft Planner

Tanisha Ray
Updated

Microsoft Planner is a cloud-based task and project management tool that helps teams organize work visually using boards, buckets, and checklists. It enables collaboration through task assignments, due dates, file attachments, and integration with the Microsoft 365 ecosystem.

Set up a connection

After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings:

Setting

Instructions

Name your connection * 

Enter a clear and distinguishable name.

Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.

Scope * 

Scopes are OAuth 2.0 permissions that Microsoft Planner defines to limit access to your account.

dataLoad.svg​​   How to configure scopes 

Tip

This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see the OAuth 2.0 auth universal connector documentation.

How to configure scopes

  1. Click Scope.

  2. To access all of the scopes in the API, click the » button.

    – or – 

    Check the scopes you want to add and click the > button.

  3. Click Save.

Save and authorize

  1. Click Save and authorize to commit your changes and proceed to sign in with Microsoft Planner.

  2. After signing in, review the permissions for the integration and click Accept.

Additional references