> For the complete documentation index, see [llms.txt](https://docs.blockbrain.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.blockbrain.ai/for-users/agents/ms-planner-agent.md). # MS Planner Agent Connect the MS Planner Agent to find and manage Microsoft Planner plans and tasks from chat, track plan progress, and keep your personal Microsoft To Do list up to date ### What Can You Do? Once connected, the MS Planner Agent lets you: * **Ask What Is On Your Plate**: Get your open, overdue, and upcoming work without opening a board * **Get a Real Status Summary**: Ask how a plan is going and get totals, progress per bucket, what is overdue, what is due soon, and who is carrying how much * **Create and Change Tasks**: Add a task with a bucket, due date, assignee, description, and checklist, or update one you already have * **Use Your Plan's Own Labels**: Tag a task by the label name you see in Planner, not by a slot number * **Read the Discussion**: Ask what the team said on a task * **Keep Your Personal List**: Manage your own Microsoft To Do tasks, the **My Tasks** side of Planner, from the same chat ### Quick Setup #### Step 1: Open the MS Planner Agent 1. In the left sidebar, find the **Agents** section 2. Click **"MS Planner Agent"**. If you do not see it, click **"See More"** to view the full list 3. The Agent Start Page opens, with a message box at the bottom #### Step 2: Connect to Microsoft Planner 1. Click **"Configure"**, then click the **"Connect"** button 2. Sign in with your Microsoft work account when prompted 3. Click **"Accept"** to allow Blockbrain to work with your plans and tasks #### Step 3: Start Asking That's it. Try "what's overdue in the Q3 launch plan?" and the agent takes it from there. ### Two Kinds of Tasks This is the one thing worth knowing up front, because the Planner app shows both and they behave differently. | | **Plan tasks** | **Personal tasks** | | ------------------------- | ---------------------------- | -------------------------- | | Where they live | A plan and a bucket | Your own **My Tasks** list | | Who can see them | Everyone in the plan's group | Only you | | Can be assigned to others | Yes | No | | Also known as | Planner tasks | Microsoft To Do | Ask for "my tasks" and the agent shows you both, in two labelled groups. When you ask it to *create* something without saying which kind, it will ask you first, because a task in the wrong place is annoying to undo. A task cannot be moved from one side to the other. It has to be created again. ### What You Can Ask #### Finding Work ``` "What's on my plate this week?" "What's overdue in the Q3 launch plan?" "Show me everything unassigned in the Marketing plan" "What tasks are in the Sprint bucket?" ``` #### Plan Status ``` "How is the Q3 launch plan going?" "Give me a status summary of the Marketing plan" "Who is carrying the most work right now?" ``` #### Creating and Changing Tasks ``` "Create a task 'Prepare demo' in the Sprint bucket, due Friday, assigned to Dana" "Move the onboarding task to the In Review bucket" "Mark 'Prepare demo' as done" "Add a checklist to the launch task: draft copy, review, publish" "Tag the launch task Urgent" ``` #### Personal Tasks ``` "What's on my personal to-do list?" "Remind me to call the supplier on Thursday" "Add 'book flights' to my personal tasks" "Mark 'book flights' as done" ``` #### Plans and Buckets ``` "Create a plan called Website Refresh for the Marketing group" "Add buckets: Backlog, In Progress, Done" "What buckets does the Q3 plan have?" ``` ### How It Works **Nothing Changes Until You Say So** * The agent reads freely, so questions never need approval * Before it creates, changes, completes, or deletes anything, it restates the exact change and waits * One confirmation covers one change. It will not slip an extra edit into something you approved **Your Access = Blockbrain's Access** * You see the plans of the Microsoft 365 groups you belong to, and so does the agent * Every change is recorded under your name, exactly as if you made it in Planner * Your permissions stay exactly the same **Someone Else Editing at the Same Time** * If a task changes while the agent is updating it, the agent stops, shows you the current state, and asks you to confirm again * Nothing is silently overwritten ### Example Conversation **You:** "How is the Q3 launch plan going?" **Blockbrain:** "**Q3 Launch**: 24 tasks, 9 completed (38%). **By bucket** * Backlog: 7 tasks, 0 done * In Progress: 10 tasks, 3 done * In Review: 4 tasks, 3 done * Done: 3 tasks, 3 done **Needs attention** * 3 overdue: Finalize pricing sheet (5 days), Book venue (2 days), Send partner brief (1 day) * 4 due in the next week * 2 unassigned **Workload**: Dana 8, Sam 6, Alex 5, unassigned 2" **You:** "Push the pricing sheet to next Monday and give it to Sam" **Blockbrain:** "Here's the change: **Finalize pricing sheet** (Q3 Launch, In Progress) * Due date: Aug 14, 2026 to Aug 24, 2026 * Assignee: Dana to Sam Shall I apply it?" **You:** "Yes" **Blockbrain:** "Updated **Finalize pricing sheet**. Due Aug 24, 2026, assigned to Sam, still in In Progress. That clears one of the three overdue tasks." ### Tips for Better Results #### Name the Plan When You Have Several **False:** "What's overdue?"\ **Correct:** "What's overdue in the Q3 launch plan?" #### Say Which Kind of Task You Mean **False:** "Add a task to call the supplier"\ **Correct:** "Add a personal task to call the supplier" #### Give the Whole Task in One Go **False:** "Make a task for the demo"\ **Correct:** "Create 'Prepare demo' in the Sprint bucket, due Friday, assigned to Dana, with a checklist for slides and rehearsal" ### Troubleshooting **"The agent can't find my plan"** * Planner access follows Microsoft 365 group membership, so you need to be a member of the group that owns the plan * Ask the group owner to add you, then try again * If you just joined, ask the agent to list your plans again. It re-reads live every time **"It says a task changed concurrently"** * Someone edited the same task while your change was being applied * The agent shows you the current state. Confirm once more and it will go through **"Assignees show as long strings of characters instead of names"** * Your IT team needs to grant one more permission on the connection * Send them this page. The Prerequisites card links the admin setup **"I asked it to add a comment and it refused"** * The agent can read a task's discussion but cannot post to it * It will offer to put the note in the task description instead **"It won't put something in My Day"** * Microsoft does not let any app pin a task to My Day * Set a due date instead, and check My Day yourself **"The connect card keeps appearing"** * Complete the Microsoft sign-in fully, including the **Accept** step * If you see a message about needing administrator approval, your IT team has to consent once for the organization. This agent needs one permission that individual users cannot approve on their own **"It worked yesterday and now everything fails"** * Your authorization has most likely expired. Disconnect and reconnect the agent * If that does not help, check with your IT team that your account is still licensed for Microsoft Planner ### Privacy and Security * **Nothing Without Approval**: Blockbrain only creates or changes a task when you confirm it, never on its own * **Your Permissions**: Access is limited to what you can normally do in Planner and Microsoft To Do * **Your Tasks Stay Yours**: Tasks live in Microsoft Planner and Microsoft To Do. Blockbrain reads them on request and keeps no copy * **Personal Means Personal**: Your Microsoft To Do tasks belong to you alone. They are not visible to your plan's group ### Common Use Cases **Running a Plan** * Open the week with a status summary instead of a board review * Find everything overdue in one question * Spot unassigned work before it becomes a problem **Capturing Work** * Turn a decision from a conversation straight into a task in the right bucket * Build a task out with a checklist without clicking through the board * Attach the spec or ticket link to the task that needs it **Your Own Day** * Keep your personal list and your plan work in the same conversation * Set reminders in plain language * Check what is on your plate across both without switching views ### Next Steps Want to connect more services? Try the [Outlook Agent](/for-users/agents/outlook-agent.md) so your calendar and your plans can be looked at side by side. --- # Agent Instructions This documentation is published with GitBook. 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