Product workflow2 min readKeep one real product question in mind as you read.
A useful way through

Start with one real question and leave with a next step.

Start with the question in front of you, then use the guide to make the next decision easier.

Try saying

“I am trying to make this decision. What should I look at first?”

Start with context

Bring the smallest useful example.

Look for the signal

Separate what is known from what is assumed.

Take one step

Choose an action you can review.

Microsoft Planner Integration

What this connection is for

Bring Microsoft Planner tasks into product context, then send approved work back to the plan.

How your data reaches Specky

Specky pulls from Microsoft Planner on a schedule. A sync runs when you open your workspace if the data is stale, and you can also start one by hand from the integration card.

Setup

Open Settings → Integrations, find Microsoft Planner, and click Connect. You will be sent to Microsoft Planner to approve access; Specky never sees your password.

  1. Go to Settings → Integrations and click Connect beside Microsoft Planner.
  2. Approve Microsoft OAuth. Specky requests the least-privilege Planner and group permissions needed to read your tasks and create tasks in plans you can access.

Data synced

  • Tasks assigned to you, including due dates, progress, priority, labels, and descriptions
  • Plan and bucket identifiers so evidence can be traced back to delivery

Planner's Microsoft Graph API currently exposes basic plans and tasks. Premium Planner plans are not included in this connector.

After connecting

New Microsoft Planner items appear in Discovery alongside your other sources. You can search them, ask questions about them, and cite them in product work without opening another tab.

Disconnecting Microsoft Planner removes the connection and the signals it brought in.

Troubleshooting

  • Connected, but nothing appears. Open the Microsoft Planner card and run a sync by hand. If it errors, the card shows the reason.
  • "Upgrade to connect". Your plan caps how many integrations you can connect at once, and a few providers are Scale-only. Settings → Usage shows where you stand.
  • Credentials stopped working. Tokens expire and get revoked. Reconnect with a fresh one — your existing signals are kept.

See the Microsoft Planner integration page for what it's for and the questions people usually ask first, or the Integrations Overview for how integrations work in general.

Ready to apply this?

Start with your own product and keep the first read grounded. You can create an account after you see the result.

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