Planner
The Planner section allows you to provision a Microsoft Planner plan for a Team or Group as part of a provisioning action.
Buckets
To define task structure within the Planner, click the Add bucket button under Buckets.
For each bucket:
- Enter a name in the Title field.
- Use the delete button to remove a bucket.
- Use the up/down arrows to reorder buckets as needed.
Categories
You can define up to 25 pre-set categories for the Planner.
To add a category, enter it in one of the text fields under Categories.
Naming
By default, the Planner is provisioned with the same name as the associated Team or Group.
To assign a custom name:
- Uncheck the Use Group Title box.
- Enter a custom name in the Title field.
- You may use placeholders to dynamically generate the Planner name.
Extensibility
To trigger an external process after the Planner action completes:
- Enter the webhook URL in the Webhook field.
A POST request will be sent once provisioning is finished.