Planner

Overview

Microsoft Planner is a task and project management tool that can be integrated directly into Microsoft Teams and MS Excel. Microsoft Planner generates an easy-to-use overview of tasks that must be completed in an all-in-one dashboard that team members can share.

To carry out a project or plan, users can assign tasks, share files, and collaborate via chat. Planner, which was designed for Office 365, allows you to attach files to tasks, collaborate on those files, and even have conversations about tasks without switching between apps.

Planner provides a container for you where you can create plans, organize and assign tasks across the team members, and keep checking progress on the dashboard. CAM users can also create the Planner with their Bucket and Tasks using the templates with payload.

1 Configuring a Planner with Bucket and Tasks
- 1.1 Create Planner
- 1.2 Create a Planner Tab with data from an existing Planner Tab
2 Adding Comments
- 2.1 Set up Checklists and Labels
3 Required Permissions

Configuring a Planner with Bucket and Tasks

Create Planner

Click on Administration.
Click on Template Editor. The following screen displays:

Fields	Description

Fields	Description
Folder Name	Enter a folder name.
Folder type	Select the folder type as “Planner“ from the list.
Config JSON	Enter config JSON. Sample Config JSON provided.
Default Security	Select security from the list.
Show as	Select an option.
Prefix/Suffix	Select an option.

Sample JSON representation

{
   "name": "Plan",
    "buckets": [{
            "name": "Dev",
            "orderhint": " !",
            "tasks": [{
                    "name": "Create a new project",
                    "assignments": ""
                }, {
                    "name": "Create a new meeting",
                    "assignments": ""
                }
            ]
        }, {
            "name": "QA",
            "orderhint": " !",
            "tasks": [{
                    "name": "Create a new QA project",
                    "assignments": ""
                }, {
                    "name": "Create a new QA status meeting",
                    "assignments": ""
                }
            ]
        }
    ]
}

Click the Save button to create a planner with buckets and tasks in Teams as shown in the following screen:

Create a Planner Tab with data from an existing Planner Tab

You can create a new planner tab using the data from an existing planner tab.

To create the planner:

Configure the following planner URL in the CAM template:

{
"plannerUrl": "https://tasks.office.com/camqa.onmicrosoft.com/en-US/Home/Planner/#/plantaskboard?groupId=9a502763-7d84-43b3-b4fa-3ffbb1c44b7d&planId=dU3dI5SYdkCzYzyfDdcTMGUAHeVG"
}

Click on Save.

Adding Comments

You can add a comment in a Planner directly or through a CSV under the parameter Comments. Comments are now pulled from Content Mover into the Planner file.

Set up Checklists and Labels

Optionally, you can set checklists and labels within a created task using the template. Along with checklists and labels, you can set categories for your task based on priority.

Important: To customize the Checklist and Labels, you need to have the following Delegated permissions:

Tasks.ReadWrite
Group.ReadWrite.All

Click on Administration.
Click on Template Editor. The following screen displays:

Sample JSON representation

{
    "name": "Plan",
    "buckets": [{
            "name": "Dev",
            "orderhint": " !",
            "tasks": [{
                    "name": "Create a new project",
                    "assignments": ""
                }, {
                    "name": "Create a new meeting",
					"applyCategory1": true,
					"applyCategory6": true,
                    "assignments": "",
                    "checklistItems": [{
                            "title": "checklist project1",
                            "isChecked": true,
                            "orderHint": " !"
                        }, {
                            "title": "checklist project2",
                            "isChecked": false,
                            "orderHint": " !"
                        }, {
                            "title": "checklist project3",
                            "isChecked": true,
                            "orderHint": " !"
                        }
                    ]
                }
            ]
        }, {
            "name": "QA",
            "orderhint": " !",
            "tasks": [{
                    "name": "Create a new QA project",
                    "assignments": "",
                    "description": "Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum",
                    "checklistItems": [{
                            "title": "checklist1",
                            "isChecked": true,
                            "orderHint": " !"
                        }, {
                            "title": "checklist2",
                            "isChecked": false,
                            "orderHint": " !"
                        }, {
                            "title": "checklist3",
                            "isChecked": true,
                            "orderHint": " !"
                        }
                    ]
                }, {
                    "name": "Create a new QA status meeting",
                    "assignments": "",
					"applyCategory1": true,
					"applyCategory3": true,
                    "description": "Sunny Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum",
                    "checklistItems": [{
                            "title": "checklist QA1",
                            "isChecked": true,
                            "orderHint": " !"
                        }, {
                            "title": "checklist QA2",
                            "isChecked": false,
                            "orderHint": " !"
                        }, {
                            "title": "checklist QA3",
                            "isChecked": true,
                            "orderHint": " !"
                        }
                    ]
                }
            ]
        }
    ],
    "appliedCategories": {
        "category1": "Test1",
        "category2": "Test2",
        "category3": "Test3",
        "category4": "Test4",
        "category5": "Test5",
        "category6": "Test6"
    }
}

JSON Key	Parameter	Description

JSON Key	Parameter	Description
name	Test	Specifies the Planner name
bucket	NA	Specifies collection of tasks
name	ClientMatter	Specifies bucket name
orderhint	1	Specifies the sort order/priority
tasks		Add task under selected bucket
name	Create a new project	Specifies the task name
description	Lorem Ipsum is simply dummy text of the printing and typesetting industry.	Specifies the description or notes or comments of specific task
applyCategory1	True	Specifies the boolean value which applies to task. Applicable values - True or False
checklistItems		Specifies collection of task items
title	checklist project1	Specifies the name of the task item
isChecked	False	Specifies the progress of the task item and provides boolean value. Applicable values - True or False

Click the Save button to create a planner with buckets and tasks in Teams as shown in the following screenshot:

Tip: Learn more about planner limitations.

Required Permissions

Permissions	Allows User To

Permissions	Allows User To
View Matters	View the Directory tab (Hides the Directory tab).
View My Projects	View list of projects where user has explicit access (via group membership or as a user on the ACL).