Planner board

Last updated Oct 17, 2026 Provisioning

AI summary

Use the Planner board template to automatically create private Planner plans without approval steps. The requester becomes the owner by default, and you can customize visibility, permissions, and email messages using requester data.

The Planner board template creates a Planner plan in Planner, using the settings, approval and emails below.

Planner Generally available

What it creates

Template for a private Planner Plan.

Each approved request creates a Planner plan.

When to use it

Use it when people need a private Planner plan to track their tasks.

Settings

The template starts with these defaults.

Setting	Default
Visibility	Private
Minimum owners	1
Requester becomes an owner	Yes
Requester can change owners	Yes
Requester can change members	Yes

Approval and emails

When someone submits a request with this template:

The requester gets an email that the request was received.
The approval step is turned off, so the request goes straight to provisioning.
Rencore Governance creates a Planner plan.
The requester gets an email that the plan was created.

Approval step: Off

The request carries details about the requester that you can use as data placeholders in the emails and the approval: Requester Name, Requester Email, Requester Department, Requester Country, Requester UserId, Requester Job Title, Requester Manager UserId, Requester Manager Name, Requester Manager Email, Requester State or Province, Requester Usage Location, Requester Company, Requester Email Domain, Requester Preferred Data Location, Requester Extension Attribute 1, Requester Extension Attribute 2, Requester Extension Attribute 3, Requester Extension Attribute 4, Requester Extension Attribute 5, Requester Extension Attribute 6, Requester Extension Attribute 7, Requester Extension Attribute 8, Requester Extension Attribute 9, Requester Extension Attribute 10, Requester Extension Attribute 11, Requester Extension Attribute 12, Requester Extension Attribute 13, Requester Extension Attribute 14, Requester Extension Attribute 15, Requester Manager State or Province, Requester Manager Usage Location, Requester Manager Company, Requester Manager Email Domain, Requester Manager Preferred Data Location, Requester Manager Extension Attribute 1, Requester Manager Extension Attribute 2, Requester Manager Extension Attribute 3, Requester Manager Extension Attribute 4, Requester Manager Extension Attribute 5, Requester Manager Extension Attribute 6, Requester Manager Extension Attribute 7, Requester Manager Extension Attribute 8, Requester Manager Extension Attribute 9, Requester Manager Extension Attribute 10, Requester Manager Extension Attribute 11, Requester Manager Extension Attribute 12, Requester Manager Extension Attribute 13, Requester Manager Extension Attribute 14, Requester Manager Extension Attribute 15.

Make it your own

Pick this template in the Provisioning Template Library and change its settings, or start your own template from it. See Create your own provisioning templates.

Every step of the template builder is in Configuration. What requesters and approvers see in Microsoft Teams is in End user experience.

Details

Connector	Planner
Status	Generally available
Recommended	No
All templates	Provisioning Templates

Frequently asked questions

What does the Planner board provisioning template create?

Each approved request creates a Planner plan in Planner. Template for a private Planner Plan.

Does the Planner board template need approval?

No. The approval step is off by default.

Which settings does the Planner board template start with?

Visibility: Private; Minimum owners: 1; Requester becomes an owner: Yes.

Can I change the Planner board template?

Yes. Pick it in the Provisioning Template Library and change its settings, or start your own template from it.

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