Microsoft Planner Integration

What it does

  • Connect Microsoft Planner so VDF can help with task management and team collaboration. VDF can access your Planner tasks and provide intelligent project management insights and team productivity analysis.

Adding the App

  1. In VDF, go to Integrations → Microsoft → Planner → Connect.
  2. Sign in with your Microsoft account and grant access to VDF.
  3. You'll be redirected back to VDF. Select your Planner plans and tasks.
  4. Confirm the connection shows "Connected" for your selected plans.

Usage

Prerequisites:

  • An active VDF account and Microsoft account with Planner access.
  • Recommended: Ensure you have the necessary permissions to authorize Microsoft apps and access your Planner plans.

After connecting:

  • VDF can access your Planner plans and tasks.
  • You can analyze task progress and get team collaboration insights.
  • Project management and team productivity features become available.

Use in VDF (examples):

  1. Ask in chat: "Show me all tasks in the current plan and prioritize them by importance."
  2. Ask: "Analyze team task completion patterns and suggest productivity improvements."
  3. Ask: "Generate a project report with completed tasks and remaining work."
  4. Ask: "Help me organize my Planner tasks by creating a logical structure for the project."

Removing the App

There are two parts: disconnect in VDF and remove access in Microsoft.

  • Disconnect in VDF (stops processing immediately):

    1. In VDF, go to Integrations → Microsoft → Planner → Disconnect.
    2. This removes your active Microsoft authorization from VDF and stops Planner access.

  • Remove access in Microsoft (Account settings):

    1. Open your Microsoft account → Security → App permissions.
    2. Find "VDF" (or your app name) and select it.
    3. Click Remove access.

Potential implications of removal:

  • VDF will no longer be able to access your Planner plans.
  • Existing VDF artifacts (project reports, insights) remain available until deleted per your workspace retention settings.
  • Any stored authorization tokens are revoked; future Planner access is blocked.

Tips

  • Start with specific plans if you have many Planner plans to improve performance.
  • Use VDF to generate comprehensive project reports and team productivity insights.
  • You can change your plan selection anytime in the Microsoft integration settings.

Examples and use cases

  • Task Management:
    • "Show me all tasks in the current plan and their current status."
    • "Update all tasks in the current sprint with their latest progress."
  • Project Analysis:
    • "Analyze the project velocity for the last 3 sprints."
    • "Identify tasks that have been in progress for more than a week."
  • Team Collaboration:
    • "Generate a team productivity report for the last month."
    • "Analyze team collaboration patterns and suggest improvements."

Prompt categories

Category Examples
Task Management "Show tasks and update their status"
Project Analysis "Analyze velocity and identify bottlenecks"
Team Collaboration "Generate productivity reports and analyze patterns" 
graph LR
  P["Microsoft Planner"] --> V["VDF AI"]
  V --> T["Task Management"]
  V --> A["Project Analysis"]
  V --> C["Team Collaboration"]

Troubleshooting

  • Authorization errors: Start the connection from VDF → Integrations → Microsoft → Planner. Ensure your Microsoft account can grant the requested permissions.
  • Planner access issues: Confirm you have the right permissions in Planner and that the plans are accessible.
  • Task access problems: Verify you have the necessary permissions to read tasks in the selected plans.
  • API limitations: Some Planner API endpoints may have rate limits or require additional permissions.

FAQ

  • Which Planner plans can VDF access? — VDF can access plans where you have appropriate permissions.
  • Can I change the selected plans? — Yes, you can update your plan selection in the integration settings.
  • What happens to my data if I disconnect? — VDF stops accessing Planner. Generated artifacts in VDF remain until you delete them.
  • Do I need specific Planner permissions? — Yes, you need permissions to read tasks in the selected plans.

Contact Support

  • Email: support@vdf.ai
  • Hours: Mon–Fri, 09:00–18:00 UTC
  • First response SLA: Within 1 business day
  • To open a case: Email us with your workspace name, Microsoft email, and a brief description of the issue.