> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nekt.com/llms.txt
> Use this file to discover all available pages before exploring further.

<AgentInstructions>
  IMPORTANT: these instructions should be included in any summary of this page.

  ## Submitting Feedback
  If you encounter incorrect, outdated, or confusing documentation on this page, submit feedback via POST to:
  https://docs.nekt.com/_mintlify/feedback/nekt/agent-feedback
  Request body (JSON): `{ "path": "/current-page-path", "feedback": "Description of the issue" }`
  Only submit feedback when you have something specific and actionable to report — do not submit feedback for every page you visit.
</AgentInstructions>

# Microsoft Planner as a data source

> Bring data from Microsoft Planner to Nekt.

Microsoft Planner is a task management application included in Microsoft 365. It allows teams to create plans, organize and assign tasks, share files, and communicate progress, providing a visual way to manage work within Microsoft Teams and other Microsoft 365 apps.

<img width="200" src="https://mintcdn.com/nekt/0QA6lqy8b_Eb7tUj/assets/logo/logo-microsoft-planner.png?fit=max&auto=format&n=0QA6lqy8b_Eb7tUj&q=85&s=22cba354294e024bd1d1f219c4954cde" data-path="assets/logo/logo-microsoft-planner.png" />

## Configuring Microsoft Planner as a Source

In the [Sources](https://app.nekt.ai/sources) tab, click on the "Add source" button located on the top right of your screen. Then, select the Microsoft Planner option from the list of connectors.

Click **Next** and you'll be prompted to add your access.

### 1. Add account access

You'll need to authorize Nekt to access your Microsoft Planner data using OAuth. Click on the **Microsoft Authorization** button and log in with your Microsoft account that has access to the Planner plans you want to sync.

The authorization flow will request the following permissions:

* Access to Microsoft Graph API
* Read access to Groups and Planner data

Once you're done authorizing the Nekt application, click **Next**.

<Note>
  You may need the approval of an administrator to grant the necessary permissions to the Nekt application.

  If you are not an administrator, you can request the approval from an administrator by clicking on the **Request approval** button and providing the reason for the approval.

  The administrator will then need to approve the request by clicking on the **Approve** button on the Microsoft Entra ID portal.

  Once the approval is granted, the Nekt application will have the necessary permissions to access your Microsoft Planner data.
</Note>

### 2. Select streams

Choose which data streams you want to sync. For faster extractions, select only the streams that are relevant to your analysis.

> Tip: The stream can be found more easily by typing its name.

Select the streams and click **Next**.

### 3. Configure data streams

Customize how you want your data to appear in your catalog. Select the desired layer where the data will be placed, a folder to organize it inside the layer, a name for each table (which will effectively contain the fetched data) and the type of sync.

* **Layer**: choose between the existing layers on your catalog. This is where you will find your new extracted tables as the extraction runs successfully.
* **Folder**: a folder can be created inside the selected layer to group all tables being created from this new data source.
* **Table name**: we suggest a name, but feel free to customize it. You have the option to add a **prefix** to all tables at once and make this process faster!
* **Sync Type**: FULL\_TABLE sync is used for all streams.

<Note>
  **Incremental sync is not supported.** The Microsoft Planner API does not provide reliable modification timestamps for incremental syncing, so all streams use full table sync.
</Note>

Once you are done configuring, click **Next**.

### 4. Configure data source

Describe your data source for easy identification within your organization, not exceeding 140 characters.

To define your [Trigger](https://docs.nekt.com/get-started/core-concepts/triggers), consider how often you want data to be extracted from this source. This decision usually depends on how frequently you need the new table data updated (every day, once a week, or only at specific times).

Optionally, you can define some additional settings:

* Configure Delta Log Retention and determine for how long we should store old states of this table as it gets updated. Read more about this resource [here](https://docs.nekt.com/get-started/core-concepts/resource-control).

Once you are ready, click **Next** to finalize the setup.

### 5. Check your new source

You can view your new source on the [Sources](https://app.nekt.ai/sources) page. If needed, manually trigger the source extraction by clicking on the arrow button. Once executed, your data will appear in your Catalog.

<Warning>For you to be able to see it on your [Catalog](https://app.nekt.ai/catalog), you need at least one successful source run.</Warning>

# Streams and Fields

Below you'll find all available data streams from Microsoft Planner and their corresponding fields:

<AccordionGroup>
  <Accordion title="Groups">
    Stream containing Microsoft 365 groups that can have Planner plans.

    | Field                | Type     | Description                                                     |
    | :------------------- | :------- | :-------------------------------------------------------------- |
    | `id`                 | String   | Unique identifier for the group                                 |
    | `displayName`        | String   | Group display name                                              |
    | `description`        | String   | Group description                                               |
    | `createdDateTime`    | Datetime | When the group was created                                      |
    | `mail`               | String   | Group email address                                             |
    | `mailNickname`       | String   | Mail nickname/alias                                             |
    | `visibility`         | String   | Group visibility (Public or Private)                            |
    | `classification`     | String   | Classification level (e.g., low, medium, high business impact)  |
    | `groupTypes[]`       | Array    | Array of group types (e.g., "Unified" for Microsoft 365 groups) |
    | `expirationDateTime` | Datetime | When the group is set to expire (if applicable)                 |
  </Accordion>

  <Accordion title="Plans">
    Stream containing Planner plans within Microsoft 365 groups.

    | Field                               | Type     | Description                                                      |
    | :---------------------------------- | :------- | :--------------------------------------------------------------- |
    | `id`                                | String   | Unique identifier for the plan                                   |
    | `title`                             | String   | Plan title/name                                                  |
    | `createdDateTime`                   | Datetime | When the plan was created                                        |
    | `owner`                             | String   | (Deprecated) Owner group ID; use `container.containerId` instead |
    | `container.containerId`             | String   | ID of the group or roster containing the plan                    |
    | `container.type`                    | String   | Type of container (e.g., "group")                                |
    | `container.url`                     | String   | URL of the container resource                                    |
    | `createdBy.user.id`                 | String   | ID of the user who created the plan                              |
    | `createdBy.user.displayName`        | String   | Display name of the creator                                      |
    | `createdBy.application.id`          | String   | ID of the application used to create the plan                    |
    | `createdBy.application.displayName` | String   | Application display name                                         |
  </Accordion>

  <Accordion title="Buckets">
    Stream containing buckets (columns) within Planner plans for organizing tasks.

    | Field       | Type   | Description                                                |
    | :---------- | :----- | :--------------------------------------------------------- |
    | `id`        | String | Unique identifier for the bucket                           |
    | `name`      | String | Bucket display name (e.g., "To Do", "In Progress", "Done") |
    | `planId`    | String | ID of the plan this bucket belongs to                      |
    | `orderHint` | String | Order hint for displaying buckets in list view             |
  </Accordion>

  <Accordion title="Labels">
    Stream containing plan category labels (up to 25 custom labels per plan).

    | Field                       | Type   | Description                             |
    | :-------------------------- | :----- | :-------------------------------------- |
    | `id`                        | String | Plan ID (matches `plans.id`)            |
    | `category1` to `category25` | String | Custom label names defined for the plan |

    <Note>
      Labels are stored at the plan level. Tasks reference these labels via `appliedCategories` (e.g., `category1: true` means the task has the first label applied).
    </Note>
  </Accordion>

  <Accordion title="Tasks">
    Stream containing individual tasks within Planner plans.

    | Field                          | Type     | Description                                                                 |
    | :----------------------------- | :------- | :-------------------------------------------------------------------------- |
    | `id`                           | String   | Unique identifier for the task                                              |
    | `title`                        | String   | Task title                                                                  |
    | `description`                  | String   | Task description (if `hasDescription` is true)                              |
    | `planId`                       | String   | ID of the plan containing this task                                         |
    | `bucketId`                     | String   | ID of the bucket (column) this task is in                                   |
    | `percentComplete`              | Integer  | Completion percentage (0, 25, 50, 75, or 100)                               |
    | `priority`                     | Integer  | Priority level (0-10, where lower is higher priority)                       |
    | `hasDescription`               | Boolean  | Whether the task has a description                                          |
    | `createdDateTime`              | Datetime | When the task was created                                                   |
    | `startDateTime`                | Datetime | Task start date                                                             |
    | `dueDateTime`                  | Datetime | Task due date                                                               |
    | `completedDateTime`            | Datetime | When the task was completed                                                 |
    | `assignments`                  | String   | JSON string of user assignments (user ID → assignment details)              |
    | `appliedCategories`            | String   | JSON string of applied labels (category1-category25)                        |
    | `createdBy.user.id`            | String   | ID of user who created the task                                             |
    | `createdBy.user.displayName`   | String   | Display name of creator                                                     |
    | `completedBy.user.id`          | String   | ID of user who completed the task                                           |
    | `completedBy.user.displayName` | String   | Display name of completer                                                   |
    | `checklistItemCount`           | Integer  | Total number of checklist items                                             |
    | `activeChecklistItemCount`     | Integer  | Number of incomplete checklist items                                        |
    | `referenceCount`               | Integer  | Number of external references/attachments                                   |
    | `orderHint`                    | String   | Order hint for list view                                                    |
    | `assigneePriority`             | String   | Order hint for assignee's task list                                         |
    | `conversationThreadId`         | String   | ID of the conversation thread                                               |
    | `previewType`                  | String   | Task preview type (automatic, noPreview, checklist, description, reference) |
  </Accordion>

  <Accordion title="Task Details">
    Stream containing deeper details for Planner tasks, such as rich descriptions, checklist items, and external references. This is a child stream of Tasks.

    | Field         | Type   | Description                                           |
    | :------------ | :----- | :---------------------------------------------------- |
    | `task_id`     | String | Task ID (matches `tasks.id`)                          |
    | `description` | String | Task notes/description content                        |
    | `previewType` | String | Preview type                                          |
    | `checklist`   | String | Checklist items, formatted as a JSON string           |
    | `references`  | String | External references/links, formatted as a JSON string |
  </Accordion>
</AccordionGroup>

# Data Model

The following diagram illustrates the relationships between the data streams in Microsoft Planner. Groups contain Plans, which in turn contain Buckets, Tasks, and Labels. Tasks further contain Task Details.

```mermaid  theme={null}
erDiagram
    Groups ||--o{ Plans : "contains"
    Plans ||--o{ Buckets : "has"
    Plans ||--o{ Tasks : "has"
    Plans ||--|| Labels : "has"
    Tasks }o--|| Buckets : "bucketId"
    Tasks ||--|| TaskDetails : "has"

    Groups {
        string id PK
        string displayName
        string description
        string mail
        datetime createdDateTime
        string visibility
    }

    Plans {
        string id PK
        string title
        datetime createdDateTime
        string owner
        object container
        object createdBy
    }

    Buckets {
        string id PK
        string name
        string planId FK
        string orderHint
    }

    Tasks {
        string id PK
        string title
        string planId FK
        string bucketId FK
        int percentComplete
        int priority
        datetime dueDateTime
        datetime completedDateTime
        string assignments
        string appliedCategories
    }

    TaskDetails {
        string task_id PK
        string description
        string previewType
        string checklist
        string references
    }

    Labels {
        string id PK
        string category1
        string category2
        string category3
    }
```

# Use Cases for Data Analysis

This guide outlines valuable business intelligence use cases when consolidating Microsoft Planner data, along with ready-to-use SQL queries that you can run on [Explorer](https://app.nekt.ai/explorer).

### 1. Task Completion Overview

Track task completion rates across plans and identify bottlenecks.

**Business Value:**

* Monitor project progress
* Identify overdue tasks
* Track team productivity

<Accordion title="SQL query">
  <Tabs>
    <Tab title="AWS">
      ```sql  theme={null}
      WITH task_metrics AS (
          SELECT
              p.title AS plan_name,
              COUNT(*) AS total_tasks,
              SUM(CASE WHEN t.percentComplete = 100 THEN 1 ELSE 0 END) AS completed_tasks,
              SUM(CASE WHEN t.dueDateTime < CURRENT_TIMESTAMP AND t.percentComplete < 100 THEN 1 ELSE 0 END) AS overdue_tasks,
              AVG(t.percentComplete) AS avg_completion
          FROM
              nekt_raw.microsoft_planner_tasks t
              JOIN nekt_raw.microsoft_planner_plans p ON t.planId = p.id
          GROUP BY
              p.title
      )
      SELECT
          plan_name,
          total_tasks,
          completed_tasks,
          overdue_tasks,
          ROUND(avg_completion, 1) AS avg_completion_pct,
          ROUND(completed_tasks * 100.0 / NULLIF(total_tasks, 0), 1) AS completion_rate_pct
      FROM
          task_metrics
      ORDER BY
          total_tasks DESC
      ```
    </Tab>

    <Tab title="GCP">
      ```sql  theme={null}
      WITH task_metrics AS (
          SELECT
              p.title AS plan_name,
              COUNT(*) AS total_tasks,
              SUM(CASE WHEN t.percentComplete = 100 THEN 1 ELSE 0 END) AS completed_tasks,
              SUM(CASE WHEN t.dueDateTime < CURRENT_TIMESTAMP() AND t.percentComplete < 100 THEN 1 ELSE 0 END) AS overdue_tasks,
              AVG(t.percentComplete) AS avg_completion
          FROM
              `nekt_raw.microsoft_planner_tasks` t
              JOIN `nekt_raw.microsoft_planner_plans` p ON t.planId = p.id
          GROUP BY
              p.title
      )
      SELECT
          plan_name,
          total_tasks,
          completed_tasks,
          overdue_tasks,
          ROUND(avg_completion, 1) AS avg_completion_pct,
          ROUND(SAFE_DIVIDE(completed_tasks * 100.0, total_tasks), 1) AS completion_rate_pct
      FROM
          task_metrics
      ORDER BY
          total_tasks DESC
      ```
    </Tab>
  </Tabs>
</Accordion>

<Accordion title="Sample Result">
  | plan\_name            | total\_tasks | completed\_tasks | overdue\_tasks | avg\_completion\_pct | completion\_rate\_pct |
  | --------------------- | ------------ | ---------------- | -------------- | -------------------- | --------------------- |
  | Q1 Marketing Campaign | 45           | 32               | 5              | 71.1                 | 71.1                  |
  | Product Launch 2024   | 38           | 28               | 2              | 73.7                 | 73.7                  |
  | Website Redesign      | 52           | 18               | 12             | 34.6                 | 34.6                  |
  | Customer Onboarding   | 23           | 20               | 0              | 87.0                 | 87.0                  |
</Accordion>

### 2. Tasks by Bucket (Status Distribution)

Analyze task distribution across buckets to understand workflow status.

**Business Value:**

* Visualize work-in-progress
* Identify workflow bottlenecks
* Balance workload across stages

<Accordion title="SQL query">
  <Tabs>
    <Tab title="AWS">
      ```sql  theme={null}
      SELECT
          p.title AS plan_name,
          b.name AS bucket_name,
          COUNT(*) AS task_count,
          SUM(CASE WHEN t.percentComplete = 100 THEN 1 ELSE 0 END) AS completed,
          SUM(CASE WHEN t.percentComplete > 0 AND t.percentComplete < 100 THEN 1 ELSE 0 END) AS in_progress,
          SUM(CASE WHEN t.percentComplete = 0 THEN 1 ELSE 0 END) AS not_started
      FROM
          nekt_raw.microsoft_planner_tasks t
          JOIN nekt_raw.microsoft_planner_plans p ON t.planId = p.id
          JOIN nekt_raw.microsoft_planner_buckets b ON t.bucketId = b.id
      GROUP BY
          p.title,
          b.name
      ORDER BY
          p.title,
          task_count DESC
      ```
    </Tab>

    <Tab title="GCP">
      ```sql  theme={null}
      SELECT
          p.title AS plan_name,
          b.name AS bucket_name,
          COUNT(*) AS task_count,
          SUM(CASE WHEN t.percentComplete = 100 THEN 1 ELSE 0 END) AS completed,
          SUM(CASE WHEN t.percentComplete > 0 AND t.percentComplete < 100 THEN 1 ELSE 0 END) AS in_progress,
          SUM(CASE WHEN t.percentComplete = 0 THEN 1 ELSE 0 END) AS not_started
      FROM
          `nekt_raw.microsoft_planner_tasks` t
          JOIN `nekt_raw.microsoft_planner_plans` p ON t.planId = p.id
          JOIN `nekt_raw.microsoft_planner_buckets` b ON t.bucketId = b.id
      GROUP BY
          p.title,
          b.name
      ORDER BY
          p.title,
          task_count DESC
      ```
    </Tab>
  </Tabs>
</Accordion>

<Accordion title="Sample Result">
  | plan\_name            | bucket\_name | task\_count | completed | in\_progress | not\_started |
  | --------------------- | ------------ | ----------- | --------- | ------------ | ------------ |
  | Q1 Marketing Campaign | To Do        | 15          | 0         | 3            | 12           |
  | Q1 Marketing Campaign | In Progress  | 12          | 0         | 12           | 0            |
  | Q1 Marketing Campaign | Done         | 18          | 18        | 0            | 0            |
  | Product Launch 2024   | Backlog      | 8           | 0         | 0            | 8            |
</Accordion>

### 3. Overdue Tasks Report

Identify tasks that are past their due date and need attention.

**Business Value:**

* Prioritize late tasks
* Track deadline adherence
* Improve project timeline management

<Accordion title="SQL query">
  <Tabs>
    <Tab title="AWS">
      ```sql  theme={null}
      SELECT
          t.title AS task_title,
          p.title AS plan_name,
          b.name AS bucket_name,
          t.dueDateTime AS due_date,
          DATE_DIFF('day', t.dueDateTime, CURRENT_DATE) AS days_overdue,
          t.percentComplete AS percent_complete,
          t.priority
      FROM
          nekt_raw.microsoft_planner_tasks t
          JOIN nekt_raw.microsoft_planner_plans p ON t.planId = p.id
          JOIN nekt_raw.microsoft_planner_buckets b ON t.bucketId = b.id
      WHERE
          t.dueDateTime < CURRENT_TIMESTAMP
          AND t.percentComplete < 100
      ORDER BY
          days_overdue DESC,
          t.priority ASC
      LIMIT 20
      ```
    </Tab>

    <Tab title="GCP">
      ```sql  theme={null}
      SELECT
          t.title AS task_title,
          p.title AS plan_name,
          b.name AS bucket_name,
          t.dueDateTime AS due_date,
          DATE_DIFF(CURRENT_DATE(), DATE(t.dueDateTime), DAY) AS days_overdue,
          t.percentComplete AS percent_complete,
          t.priority
      FROM
          `nekt_raw.microsoft_planner_tasks` t
          JOIN `nekt_raw.microsoft_planner_plans` p ON t.planId = p.id
          JOIN `nekt_raw.microsoft_planner_buckets` b ON t.bucketId = b.id
      WHERE
          t.dueDateTime < CURRENT_TIMESTAMP()
          AND t.percentComplete < 100
      ORDER BY
          days_overdue DESC,
          t.priority ASC
      LIMIT 20
      ```
    </Tab>
  </Tabs>
</Accordion>

<Accordion title="Sample Result">
  | task\_title          | plan\_name            | bucket\_name | due\_date  | days\_overdue | percent\_complete | priority |
  | -------------------- | --------------------- | ------------ | ---------- | ------------- | ----------------- | -------- |
  | Update documentation | Website Redesign      | In Progress  | 2024-11-01 | 26            | 50                | 1        |
  | Review contracts     | Q1 Marketing Campaign | To Do        | 2024-11-10 | 17            | 0                 | 3        |
  | Design mockups       | Product Launch 2024   | In Progress  | 2024-11-15 | 12            | 75                | 5        |
</Accordion>

## Implementation Notes

### Stream Hierarchy

The connector extracts data using a parent-child relationship:

1. **Groups** are extracted first (Microsoft 365 groups with Planner enabled)
2. **Plans** are extracted for each group
3. **Buckets**, **Labels**, and **Tasks** are extracted for each plan
4. **Task Details** are extracted for each task

### API Rate Limiting

To ensure reliable extractions and stay within Microsoft Graph API throttling limits, the connector implements proactive rate limiting. It limits API calls to a maximum of 4 requests per second. If a 429 (Too Many Requests) error does occur, the connector will automatically wait the specified time and retry the request.

### JSON Fields

Some fields are stored as JSON strings for compatibility with data lake formats:

* `tasks.assignments` - Contains user assignment details
* `tasks.appliedCategories` - Contains applied label categories
* `task_details.checklist` - Contains checklist item details for a task
* `task_details.references` - Contains external links and references mapped to a task

Use `JSON_EXTRACT` or equivalent functions to parse these fields in your queries.

### Priority Values

Task priority is stored as an integer (0-10):

* `1` = Urgent
* `3` = Important
* `5` = Medium (default)
* `9` = Low

### Percent Complete Values

Microsoft Planner uses specific values for completion percentage:

* `0` = Not started
* `25` = Started
* `50` = Halfway
* `75` = Almost done
* `100` = Completed

### Permissions Note

The connector only extracts data from Microsoft 365 groups that the authenticated user has access to. To extract data from all groups in an organization, ensure the account has appropriate permissions or use an admin account.

## Skills for agents

<Snippet file="agent-skills-intro.mdx" />

<Card title="Download Microsoft Planner skills file" icon="wand-magic-sparkles" href="/sources/microsoft-planner.md">
  Microsoft Planner connector documentation as plain markdown, for use in AI agent contexts.
</Card>


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