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How to Display the Microsoft Planner Plans of a Specific Group in SharePoint

The Microsoft Graph API connection allows you to retrieve all the Microsoft Planner Plans of a specific group. The best part? You can even showcase them on your SharePoint pages. For this tutorial, we will display the Planner Plans of our Human Resources group.


sample planner plans


To do this, simply use the “Planner Plans for a Specific Group” use case. Follow the steps below closely to get started.


sample connected Design Element


TABLE OF CONTENTS


Prerequisites

  • You must have ShortPoint SPFx version 8.6.0.0 and up installed on your SharePoint environment.
  • You must be a ShortPoint Designer with an active license.
  • You must have the Microsoft Graph API connection enabled. Go to How to Enable Microsoft Graph Integration for MS Graph API Connections to learn how.
  • You must authorize the necessary permissions (Tasks.Read and Group.Read.All) in the API access page. To check, go to your SharePoint Admin Center > Advanced > API access.
  • You must have the Design Element you want to use to connect on your SharePoint page. For best results, we recommend using Design Elements that allow listing of multiple items (e.g. Icon List, Image List, Simple List, etc.).

What is the “Planner Plans for a Specific Group” Use Case?

The Planner Plans for a Specific Group use case is a Microsoft Graph API GET query that retrieves all plans associated with a specific group.


Planner Plans for a Specific Group


The typical structure of this use case is:

https://graph.microsoft.com/v1.0/groups/#groupId/planner/plans


Where you need to get the following parameters:

  • #groupId - this is a unique identifier associated with a specific group. You can check out How to Get Your SharePoint Group ID to learn more about it.


This use case enables you to display Microsoft Plans from a specified group and redirect page viewers to the original source, providing convenient access to plans without requiring users to change platforms.


sample connected Design Element


You must enable the following permissions in the SharePoint Admin Center to use it:

  • Tasks.Read - this permission allows the app to read all of the signed-in user’s tasks and task lists, including any shared with them. However, this will not allow creating, deleting, or updating of tasks.
  • Group.Read.All - this permission allows the app to retrieve all groups and read their properties and memberships. It can also retrieve calendars, conversations, files, and other group content that the signed-in user has access to.


NOTEIf you haven’t given access to the permissions above, go to your SharePoint Admin Center > Advanced > API access.

Step-by-step Tutorial

Follow the steps below to learn how to use the Planner Plans for a Specific Group use case:


Step 1: Edit the ShortPoint Web Part

Go to the SharePoint page you want to use and click Edit:


Edit


Close the Toolbox:


close icon


Select the ShortPoint web part and click the Edit Properties icon:


Edit properties icon


Step 2: Switch to Grid Mode


NOTEShortPoint Connect is currently only available in Grid Mode.


Click the Switch to Grid Mode icon:


Switch to Grid Mode icon


Step 3: Edit the Design Element


NOTEYou can use any Design Element you want. For best results, we recommend using Design Elements that allow listing of multiple items (e.g. Icon List, Image List, Simple List, etc.). For this guide, we’ll use Tiles.


Click the cogwheel icon of the Design Element you’ll use:


Cogwheel icon


Step 4: Connect to Microsoft Graph API

Go to the Connect tab:


Connect tab


Select Microsoft Graph API:


NOTEYou need to enable the Microsoft Graph API connection before using it. Learn more about it in How to Enable Microsoft Graph Integration for MS Graph API Connections.

Microsoft Graph API


Step 5: Use the Planner Plans for a Specific Group Use Case

Search for Planner Plans for a Specific Group and select it:


Planner Plans for a Specific Group


Step 6: Get Group ID

Under Query Parameters, you will need to get the Group ID. To do this, click Get Parameter:


Get Parameter


Look for the group you want to use and copy its ID:


copy Group ID


Click Go back:


Go back


Paste the copied ID in the field provided:


paste Group ID


Step 7: Connect

Click Run Query:


Run Query


Select Connect:


Connect


Step 8: Map Items

Go to the Tiles tab:


NOTEIf you’re using any other Design Element, item mapping can usually be done in the Items tab. But, since we’re using the Tiles Design Element, it’s located in the Tiles tab.

Tiles tab


Delete default content:


Delete default content


Use the link icon to map the properties you want to be displayed:


link icon


You can map any property you want. In our case, we used the following properties:

  1. #title in the Title field - shows the name of the plans as the titles.
  2. #webUrl - links to the actual Microsoft plan.


map items


(Optional) If the Design Element you’re using allows icons, choose the icon you want to be shown:


choose icon


NOTECheck out ShortPoint Connect: Basic Tutorial to learn more about mapping properties.

Step 9: Save

Click Preview to see how the Design Element will look:


Preview


Click Update to apply your changes:


Update


Select the eye icon to see your page in real time:


eye icon


Once satisfied, click Save:


Save


Congratulations! Your Microsoft Plans are now accessible in your SharePoint sites.


sample connected Design Element


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