Planner (read-only)

What is actually on the board, readable in conversation — so a status question does not require opening Planner and scrolling.

What it is

A read-only connection to Microsoft Planner via Microsoft Graph, scoped to the signed-in Intric user. It reads plans, the buckets within them, and the tasks within those.

There are no writing tools in this version: nothing is created, assigned, moved or completed through this connection.

Use it for

• “What is on my plans right now, and what is overdue?”
• “Summarise the tasks in this bucket.”
• “Which tasks are assigned to me across all my plans?”
• “What are the details on this task?”

Tools

Function	Answers
Usage guide	How plans, buckets and tasks nest — the assistant reads this first
List plans	The plans the signed-in user can see
List buckets	The buckets within a plan
List tasks	The tasks within a bucket or plan
Get task	One task in detail

Data and permissions

• Scoped to the signed-in user. The assistant sees the plans that person sees — not the organisation’s.
• Read-only. No task is created, changed, assigned or completed.

Getting started

The connection uses the signed-in Intric user’s Microsoft identity. Your IT department grants the relevant Graph permission once, for the organisation.

Limitations

• Read-only, deliberately. Moving a task to done still happens in Planner. If write support matters to you, say so — it is a scope decision, not a technical obstacle.
• One user’s view. Two people asking the same question can correctly get different answers, because they can see different plans.
• Planner, not Project or To Do. Neighbouring Microsoft planning products are not covered.
• Attachments and comments are not read — this is the task structure, not the discussion around it.