Integrate with Microsoft Planner for Actions Items

Meeting Insights provides seamless integration with Microsoft Planner for managing action items instead of Meeting Insights. When sending an action item to Planner, you need to choose the Planner's plan and bucket.

Once you've sent an action item to Planner, all its subsequent management (editing or deleting) can only be done through Planner (not Meeting Insights). Access to Planner is through the same corporate credentials that you use to access Meeting Insights.

● By default, integration with Planner is enabled. You can disable it, as described in Enable Integration with Third-Party Apps.
● Editing or deleting an action item in Planner is not reflected in Meeting Insights.
● Only the owner of the meeting recording can send action items to Planner.

This section includes the following related sections:

■ Send an Action Items to Microsoft Planner
■ View an Action Item in Microsoft Planner