Integrating Meeting Insights with Microsoft Planner
The instructions here show how to integrate Microsoft Planner with Meeting Insights.
Before integrating Microsoft Planner, the logged-in user must have Meeting Insights 'admin' privileges and Azure 'tenant admin' privileges.
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To integrate Microsoft Planner: |
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1.
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Under the ‘Settings’ menu, click the Integrations option. |
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2.
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Enable the Send to Planner setting; you will be redirected to the following Microsoft admin login prompt: |
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Click Accept; you're giving the app permission to create, read, update, and delete the signed-in user's tasks and task lists, as indicated in the prompt; you’ll be redirected back to the 'Settings' page; click the Integrations tab to make sure it’s enabled. |
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Use the following example of the user sending an action item to Microsoft Planner (during a live meeting) as a reference:
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6.
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Click the Action Items menu. |
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Choose a plan and a bucket, and then click Send to Planner. |
