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microsoft-planner

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🇺🇸

Original

English
🇨🇳

Translation

Chinese

Microsoft Planner Skill

Microsoft Planner 技能

Overview

概述

Claude can manage Microsoft Planner to create plans, organize tasks, track progress, and coordinate team work. Planner provides visual task boards with buckets, assignments, and progress tracking.
Claude可以管理Microsoft Planner来创建计划、组织任务、跟踪进度并协调团队工作。Planner提供带有bucket、任务分配和进度跟踪的可视化任务看板。

Quick Install

快速安装

bash
curl -sSL https://canifi.com/skills/microsoft-planner/install.sh | bash
Or manually:
bash
cp -r skills/microsoft-planner ~/.canifi/skills/
bash
curl -sSL https://canifi.com/skills/microsoft-planner/install.sh | bash
或者手动安装：
bash
cp -r skills/microsoft-planner ~/.canifi/skills/

Setup

配置

Configure via canifi-env:
bash
undefined
通过canifi-env进行配置：
bash
undefined

First, ensure canifi-env is installed:

First, ensure canifi-env is installed:

curl -sSL https://canifi.com/install.sh | bash

curl -sSL https://canifi.com/install.sh | bash

canifi-env set MICROSOFT_EMAIL "your-email@outlook.com"
undefined
canifi-env set MICROSOFT_EMAIL "your-email@outlook.com"
undefined

Privacy & Authentication

隐私与认证

Your credentials, your choice. Canifi LifeOS respects your privacy.
你的凭证，由你掌控。 Canifi LifeOS尊重你的隐私。

Option 1: Manual Browser Login (Recommended)

选项1：手动浏览器登录（推荐）

If you prefer not to share credentials with Claude Code:
  1. Complete the Browser Automation Setup using CDP mode
  2. Login to the service manually in the Playwright-controlled Chrome window
  3. Claude will use your authenticated session without ever seeing your password
如果你不想与Claude Code共享凭证：
  1. 使用CDP模式完成浏览器自动化设置
  2. 在Playwright控制的Chrome窗口中手动登录服务
  3. Claude将使用你的已认证会话，全程不会获取你的密码

Option 2: Environment Variables

选项2：环境变量

If you're comfortable sharing credentials, you can store them locally:
bash
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.
如果你愿意共享凭证，可以将其存储在本地：
bash
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
注意：存储在canifi-env中的凭证仅可在你的本地机器上访问，绝不会被传输。

Capabilities

功能特性

  • Create and manage plans
  • Add and organize tasks
  • Create buckets for organization
  • Assign tasks to team members
  • Set due dates and priorities
  • Track task progress
  • Add checklists to tasks
  • Attach files and links
  • Add comments and notes
  • View charts and analytics
  • Filter and group tasks
  • Integrate with Teams
  • 创建和管理计划
  • 添加和组织任务
  • 创建bucket用于任务分类
  • 为团队成员分配任务
  • 设置截止日期和优先级
  • 跟踪任务进度
  • 为任务添加检查清单
  • 附加文件和链接
  • 添加评论和备注
  • 查看图表和分析数据
  • 筛选和分组任务
  • 与Teams集成

Usage Examples

使用示例

Example 1: Create Task

示例1：创建任务

User: "Add a task for reviewing the proposal with high priority"
Claude: Opens Planner, adds task "Review Proposal",
        sets high priority, assigns due date.
        Confirms: "Task created with high priority"
用户："添加一个高优先级的提案审核任务"
Claude：打开Planner，添加任务“审核提案”，设置高优先级，指定截止日期。确认：“已创建高优先级任务”

Example 2: View Plan

示例2：查看计划

User: "What tasks are due this week in the Marketing plan?"
Claude: Opens Marketing plan, filters by due date.
        Reports: "5 tasks due this week:
        1. Social media calendar (Due Mon) - In Progress
        2. Blog post draft (Due Wed) - Not Started..."
用户："营销计划中本周到期的任务有哪些？"
Claude：打开营销计划，按截止日期筛选。回复：“本周有5项到期任务：
1. 社交媒体日历（周一到期）- 进行中
2. 博客文章草稿（周三到期）- 未开始...”

Example 3: Organize Buckets

示例3：组织Bucket

User: "Create buckets for To Do, In Progress, and Done"
Claude: Opens plan, creates three buckets with specified names.
        Confirms: "Created 3 buckets for task organization"
用户："创建待办、进行中、已完成三个bucket"
Claude：打开计划，创建三个指定名称的bucket。确认：“已创建3个用于任务分类的bucket”

Example 4: Update Progress

示例4：更新进度

User: "Mark the website update task as complete"
Claude: Finds task, marks as complete.
        Confirms: "Task 'Website Update' marked complete"
用户："将网站更新任务标记为完成"
Claude：找到该任务，标记为完成。确认：“任务‘网站更新’已标记为完成”

Authentication Flow

认证流程

  1. Claude navigates to tasks.office.com via Playwright MCP
  2. Authenticates with MICROSOFT_EMAIL if needed
  3. Handles 2FA if prompted (notifies user via iMessage)
  4. Maintains session for Planner operations
  1. Claude通过Playwright MCP导航至tasks.office.com
  2. 如有需要，使用MICROSOFT_EMAIL进行认证
  3. 若提示双因素认证（2FA），将通过iMessage通知用户
  4. 维护会话以进行Planner操作

Selectors Reference

选择器参考

javascript
// Plan list
'[aria-label="Plans"]'

// Board view
'.board-view'

// Bucket
'.bucket-container'

// Task card
'.task-card'

// Add task button
'[aria-label="Add task"]'

// Task title input
'input[placeholder*="task name"]'

// Due date picker
'[aria-label="Due date"]'

// Priority selector
'[aria-label="Priority"]'

// Assign button
'[aria-label="Assign"]'

// Progress dropdown
'[aria-label="Progress"]'

// Charts view
'[aria-label="Charts"]'
javascript
// Plan list
'[aria-label="Plans"]'

// Board view
'.board-view'

// Bucket
'.bucket-container'

// Task card
'.task-card'

// Add task button
'[aria-label="Add task"]'

// Task title input
'input[placeholder*="task name"]'

// Due date picker
'[aria-label="Due date"]'

// Priority selector
'[aria-label="Priority"]'

// Assign button
'[aria-label="Assign"]'

// Progress dropdown
'[aria-label="Progress"]'

// Charts view
'[aria-label="Charts"]'

Error Handling

错误处理

  • Login Failed: Retry 3 times, notify user via iMessage
  • Session Expired: Re-authenticate automatically
  • Plan Not Found: List available plans, ask for clarification
  • Task Create Failed: Retry, check permissions
  • Assignment Failed: Verify user is plan member
  • Update Failed: Refresh and retry
  • 登录失败：重试3次，通过iMessage通知用户
  • 会话过期：自动重新认证
  • 计划未找到：列出可用计划，请求用户明确
  • 任务创建失败：重试，检查权限
  • 任务分配失败：验证用户是否为计划成员
  • 更新失败：刷新页面并重试

Self-Improvement Instructions

自我优化说明

When you learn a better way to accomplish a task with Planner:
  1. Document the improvement in your response
  2. Suggest updating this skill file with the new approach
  3. Include specific task management workflows
  4. Note Teams integration improvements
当你发现使用Planner完成任务的更优方法时：
  1. 在回复中记录该优化点
  2. 建议使用新方法更新此技能文件
  3. 包含具体的任务管理工作流
  4. 记录Teams集成的改进点

Notes

注意事项

  • Planner integrates with Microsoft Teams
  • Plans can be shared with Microsoft 365 groups
  • Charts view shows progress analytics
  • Schedule view for timeline visualization
  • Checklists for subtasks within tasks
  • Labels for categorization
  • Copy tasks between plans
  • Export to Excel available
  • Planner与Microsoft Teams集成
  • 计划可与Microsoft 365组共享
  • 图表视图显示进度分析数据
  • 日程视图用于时间线可视化
  • 任务内可添加子任务检查清单
  • 可使用标签进行分类
  • 可在计划间复制任务
  • 支持导出至Excel