Microsoft Planner Skill

Overview

Quick Install

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

cp -r skills/microsoft-planner ~/.canifi/skills/

Setup

# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash

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

Privacy & Authentication

Option 1: Manual Browser Login (Recommended)

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

Option 2: Environment Variables

canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"

Capabilities

• 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

Usage Examples

Example 1: Create Task

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"

Example 2: View Plan

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..."

Example 3: Organize Buckets

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"

Example 4: Update Progress

User: "Mark the website update task as complete"
Claude: Finds task, marks as complete.
        Confirms: "Task 'Website Update' marked complete"

Authentication Flow

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

Selectors Reference

// 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

• 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

Self-Improvement Instructions

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

Notes

• 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