Microsoft Copilot
Take control of Planner plans
Rencore inventories Planner plans and tasks and relates each plan to its group, its owners, its members and the people it is shared with. New Planner boards start from an approved template.
Planner plans are created freely and then left alone
The questions are the ones you already ask of a Team or a SharePoint site: who created it, who owns it, who can see it, and what happens when its people move on.
Who owns the plan
A plan has a creator, owners, members and people it is shared with. Without an inventory, nobody can say who answers for a given plan.
Which group it belongs to
Every plan sits in a group, and the group decides who can reach it. The plan and its group have to be read together.
What is left when someone leaves
A shared plan stays behind when its creator leaves, with nobody answering for it.
What Rencore sees and does in Planner
Plans and tasks, related to the people behind them
Rencore scans Planner plans and tasks and relates them to Entra ID users and groups, so a plan is read together with the people who own it and the group that holds it.
- Plans with creator, creation date, group and risk score, related to owners, members and shared users
- Tasks with plan, bucket, assigned users, creator, start and due dates, percent complete, priority and checklist counts
- Plans are scanned weekly and tasks daily by default, with other intervals or never as options
- Findings are as fresh as the last scan
Planner boards from an approved template
Provisioning templates include a Planner Board. A template fixes the naming convention, the metadata a requester fills in, the visibility and the owners, so every new board starts the same way.
- Planner Board is one of the provisioning templates, next to Teams, SharePoint and Viva Engage templates
- Requesters choose from templates IT has approved
- The request can be made inside Microsoft Teams
Where Planner coverage stops
This page stays inside what the Rencore documentation lists for Planner today.
No Planner policies listed
The Rencore documentation lists no Planner-specific policies. Plans and tasks are inventory objects.
No Planner actions
The plan and task objects have no automation actions. Rencore does not change or delete plans.
Scan-based, not real time
Findings come from scans, so a plan is as current as the last scan.
Digital Workplace
Microsoft 365
One inventory of users, groups, apps and every governed object across Microsoft 365, with policies for ownership, lifecycle, cost and compliance.
View the Microsoft 365 connectorTeams
Automate Teams lifecycle, control guest access and enforce governance policies from one central inventory.
View the Teams connectorSharePoint
Discover and monitor SharePoint sites, users and files, with policies and automation for access, lifecycle and storage.
View the SharePoint connector
OneDrive
Inventory every OneDrive with its owner, quota and sharing, and find external sharing, leavers' drives and full drives by policy.
View the OneDrive connectorExchange
Inventory Exchange user and shared mailboxes, relate them to Entra ID users, and flag inactive, over-quota and exposed ones with policies.
View the Exchange connectorViva Engage
Inventory Viva Engage communities with owners, members and activity, joined to their Microsoft 365 group and SharePoint site.
View the Viva Engage connector
Entra ID
Discover app registrations, catch expiring secrets and certificates, and see which unowned apps hold SharePoint or Graph permissions.
View the Entra ID connectorPlanner questions, answered
What does Rencore inventory in Planner?
Plans and tasks. A plan carries its creator, creation date, group and risk score, and is related to its owners, members and shared users. A task carries its plan, bucket, assigned users, dates, percent complete, priority and checklist counts.
Can Rencore change or delete Planner plans?
No. The plan and task objects have no automation actions today. Rencore shows who owns a plan and which group it sits in, and the change itself stays in Planner.
Does Microsoft already cover this?
Planner lets the owners of each plan manage their own plan, and Microsoft Purview covers retention and compliance for Microsoft 365 content. Rencore complements them and does not replace them. What Rencore adds is one inventory of plans and tasks across the tenant, related to Entra ID users and groups, in the same control plane as Teams, SharePoint, OneDrive and Exchange, plus Planner Board templates for provisioning.
How is Planner coverage licensed?
Planner is part of the Digital Workplace module, together with Teams, SharePoint, OneDrive, Exchange, Viva Engage and Entra ID. The pricing page has the full plan comparison.