Microsoft Power Automate Cookbook

Chapter 11. Power Automate and Planner

In this chapter, I will explore the evolution and capabilities of Microsoft Planner, a task management tool within the Microsoft 365 suite that has become essential for team collaboration and project organization. As part of the broader Microsoft 365 suite, it benefits from robust integration and security. It enables organizations to manage tasks within their existing workflows while ensuring compliance and reliability. From sending notifications on task completion to generating summaries of Planner boards, this collaboration facilitates processes, reduces manual effort, and improves task visibility. I will also highlight practical examples, such as creating Microsoft To Do tasks from Planner and automating reminders, to demonstrate how these tools enhance efficiency and support effective team management.

What Is Microsoft Planner?

Microsoft Planner is a task management tool in the Microsoft 365 suite designed to help individuals organize, assign, and track tasks visually. Launched in 2016, Planner was introduced as a lightweight remedy for project and task management, intended for use by both small teams and large organizations. Its integration within the Microsoft ecosystem allows it to work seamlessly alongside tools like Microsoft Teams, SharePoint, and Outlook, enabling users to manage tasks within broader organizational workflows.

Microsoft Planner offers a Kanban-style board interface, where tasks are represented as cards that can ...