{"versionId":"a15502c1-86ee-4152-1693-08dea5e73a33","articleId":"41ac221d-5e81-4602-1c01-08de96b1c7c3","title":"Microsoft Planner in Theta Assist","tags":["MCP","All articles"],"content":"

Work with Microsoft Planner tasks from a Theta Assist thread, so you can create, update and organise work without switching between apps.

Use this when you want Theta Assist to help you manage Planner tasks across supported Microsoft Planner boards you already have access to.

Quick links

What you can do
Before you start
Use Planner from a thread\n
- Find or review tasks
- Create a new task
- Update a task
- Add links to a task
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What task details Theta Assist can update
Special thread links
What is not supported
Troubleshooting\n
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What you can do

With the Planner MCP tool, Theta Assist can help you:

read existing Planner tasks
create new Planner tasks
edit existing Planner tasks
move tasks into or out of buckets
add and update task details such as checklists, comments, labels, due dates, status and importance
add links to tasks

The tool supports both group boards and private boards.

Before you start

Does your assistant have the Planner MCP tool enabled?

To check this, ask the assistant owner.
If you are the assistant owner, click edit and navigate to the Tools tab (you may need to enable advanced options first), and look for Microsoft Planner under MCP Servers. Can't see it? You can ask your Theta Assist admin to enable it.
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Have you authenticated your Microsoft account?

If this is needed, you'll see a red dot next to the wrench icon. Click to complete authentication steps.
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Board access:

Do you already have access to the Planner board in Microsoft 365?
Does your organisation allow the tool to write to the board?

Use Planner from a thread

Find or review tasks

Open your thread in Theta Assist.
Ask Theta Assist to find or summarise tasks from a supported Planner board.
Review the returned tasks and confirm which one you want to update, if needed.

Example prompts:

Show my open tasks in the Marketing board.
Find overdue tasks in the Project Alpha board.
Summarise the tasks in the Launch bucket.

Create a new task

Open a thread in Theta Assist.
Ask Theta Assist to create a Planner task.
Include the board name and any task details you want to set.
Check the result returned in the thread.

Example prompts:

Create a task in the Website refresh board called “Review home page copy”, due Friday.
Add a high-importance task to the Support backlog board and include a checklist for triage.

Update a task

Ask Theta Assist to find the task you want to change.
Confirm the task if there is more than one match.
Ask Theta Assist to update the fields you need.

Example prompts:

Move the “Prepare launch email” task to the Ready bucket.
Add a checklist to the “Quarterly review” task.
Mark the “Draft FAQ” task as complete.
Add a due date of 30 April 2026 to the “Ops handover” task.

Add links to a task

Ask Theta Assist to update or create the task.
Include the link you want attached.
Confirm the task if needed.

You can add links to supporting content such as documents, SharePoint pages, websites, tickets or related systems.

What task details Theta Assist can update

The Planner MCP tool can work with key task fields including:

task details
checklists
comments
labels
due dates
status
importance
bucket placement
links

Special thread links

When prompted, Theta Assist can add a special link back to the thread when creating a Planner task.

This means:

you do not need to manually share the thread
anyone with that special link can open the thread
those links can be revoked if needed

This is useful when you want the task to keep a link to the original discussion and context.

Example prompt:

Create a task in the Website refresh board called “Review home page copy”, due Friday, and include a link back to this thread.

What is not supported

The Planner MCP tool does not currently support:

creating new boards
creating bucket names
editing bucket names
attaching files directly to tasks
comments on private boards
Premium Planner boards

Important: You can attach links, but not files.

Note: Premium Planner boards are not supported because they are a different Microsoft product, even if the interface looks similar.

Troubleshooting

I can’t update a board

This may mean:

you do not have access to that board in Microsoft 365
your organisation has restricted which boards the tool can write to
the board is not supported by the current naming rule

Ask your admin if you are unsure which boards are enabled for write access.

I can read tasks but not add comments

If the board is private, comments are not supported.

I want to attach a file

File attachments are not supported by this tool. Add a link instead.

I can’t create a new board

Board creation is not supported. Create the board in Microsoft Planner first, then use Theta Assist to work with tasks inside it.

","description":"Learn how to use Microsoft Planner in Theta Assist to view, create, update, and organise Planner tasks from a Theta Assist conversation.","isMarkdown":false,"publishedOnUtc":"2026-05-04T04:21:07.2263619","modifiedOnUtc":"2026-04-23T04:41:34.2797647"}