Microsoft Planner

Syncs with Microsoft Planner to let Quin create, find, and manage tasks across your plans and to-do lists.

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Connect Microsoft Planner to Quin and tasks stay attached to real context: the right bucket, the right owner, the reason behind the task, and due dates that update when a call changes them.

What you can do with Microsoft Planner and Quin

  • Create tasks with the bucket, assignee, and due date already filled in.
    Quin picks out the commitments made in a meeting and creates the corresponding tasks directly in Planner.
  • Update existing tasks when priorities shift.
    When a client moves a deadline up or someone takes over an item from a colleague, Quin finds the related task and updates it to match.
  • Write descriptions that make sense to someone who wasn't on the call.
    A task carries the specific client, number, or reason discussed, not just a bare title.
  • Mark tasks complete when work finishes between meetings.
    A task mentioned as done on a later call gets marked complete, so the board doesn't lag behind reality.
  • Search tasks by assignee, due date, bucket, or completion status.
    Check what's overdue or who owns what directly from a conversation.
  • Ask Quin which bucket or plan to use when it's unclear.
    Rather than dropping everything into whatever bucket is open, Quin asks or makes its best judgment based on context.

Who this helps most

  • Teams running client status calls, where five action items discussed out loud often turn into only two tasks that land on the board.
  • Anyone covering for a colleague who missed a call, since a task with real context can be picked up without tracking down who said what.
  • Project teams working across shifting timelines, where a board that lags behind the conversation leads to planning around a deadline that already changed.

How this shows up day to day

  • A quarterly review pushes a launch back three weeks.
    Quin finds the tasks tied to that project, updates the due dates, and marks the deprioritized item complete, all within minutes of the call ending.
  • An account manager misses a renewal call while traveling.
    A task appears in their bucket with the client name, the deadline, and the specific detail discussed, so no one has to explain it to them later.
  • A Monday planning call runs through six items in ten minutes.
    Each becomes a Planner task in the right bucket with an assignee and due date, instead of living only in someone's notes.

Frequently asked questions

What happens when I connect Microsoft Planner?
Quin can create, update, and search tasks across your plans and to-do lists based on what's discussed in meetings or asked directly.

What if the plan or bucket wasn't mentioned on the call?
Quin asks which one to use, or makes its best judgment based on context, rather than dropping the task into a default list.

Can Quin reassign a task if ownership changes mid-call?
Yes. If someone says they're taking over an item, Quin updates the assignee on the existing task to match.

Is my Microsoft Planner data kept private and secure?
Yes. Quin is SOC 2 Type II certified and encrypts data in transit and at rest, the same standard applied across every integration, not just Microsoft Planner.

Does Quin replace Microsoft Planner?
No. Planner stays where your team's plans and tasks live. Quin keeps it current from your conversations, but Planner remains where the work is tracked.

More about Quin and Microsoft Planner

Keeping Your Microsoft Planner Board Current When Priorities Shift Mid-Meeting

When a client changes a timeline or priority mid-call, the Microsoft Planner board often doesn't catch up. Here is how Quin updates due dates, owners, and completed tasks to match what was just agreed.

Making Sure Microsoft Planner Tasks Make Sense to Someone Who Wasn't on the Call

A task titled from a fragment of a call leaves teammates guessing at what it actually means. Here is how Quin builds context into every Microsoft Planner task it creates from a meeting.

Turning Meeting Action Items Into the Right Microsoft Planner Bucket and Owner

Action items discussed on a call often end up unassigned or dropped in the wrong Microsoft Planner bucket. Here is how Quin turns what gets said in a meeting into tasks with the right bucket, assignee, and due date already attached.