name: teams-planner-task-management description: Review and manage Microsoft Planner tasks from Teams workflows. Use when the user wants to inspect plans or buckets, create tasks from follow-ups, update task fields, or safely delete a Planner task.
Teams Planner Task Management
Use this skill to manage Microsoft Planner tasks surfaced through the Teams connector. It is the Teams-focused workflow for turning chat or meeting follow-ups into trackable tasks without claiming that Planner is Teams-exclusive.
Start Here
- If the user asks about "my tasks," start with
list_planner_tasks. - If the user names a plan or bucket but not the exact ID, resolve it first with
list_planner_plansandlist_planner_buckets. - If the user names assignees for a new task, resolve people to exact user IDs before assignment.
Workflow
- Choose the correct task path:
- review tasks:
list_planner_tasks - inspect plan or bucket structure:
list_planner_plans,list_planner_buckets - inspect one task:
fetch_planner_task - create tasks from follow-ups:
create_planner_task - move or update a task:
update_planner_task - delete a task:
delete_planner_task
- review tasks:
- For follow-up extraction from Teams meetings or chats, summarize the action items first, then turn each confirmed follow-up into a Planner task.
- When creating tasks, keep titles short and action-oriented. Add assignees, due dates, start dates, priority, or completion percentage only when the user provided or clearly implied them.
- When updating tasks, fetch the current task first if you need to restate the current state before changing it.
- Delete a Planner task when the user clearly asked for that action and the target task is resolved.
Safety
- Do not delete a task on implied intent.
- If a task, plan, or bucket is ambiguous, resolve the exact target before updating or deleting it.
- If follow-ups from a Teams summary are incomplete, return the proposed task list first instead of creating partial tasks silently.
- Keep the framing Teams-specific: use this skill when the tasks come from Teams work, even though the underlying Planner surface is shared across Microsoft workflows.
Output Conventions
- For task reviews, group tasks by plan, bucket, priority, or completion state, whichever makes the answer easiest to scan.
- For task creation proposals, show the task title, assignee, due date, and target bucket before creating anything when the user asked for proposals rather than direct creation.
- For destructive requests, restate the target task before deleting it.
Example Requests
- "Show me the Planner tasks tied to the work I'm tracking from Teams."
- "Turn these meeting follow-ups into Planner tasks in the launch board."
- "Move this Planner task to the blocked bucket and push the due date to Friday."
- "Delete this Planner task."