Connectors · Microsoft

Planner

Rencore monitors Microsoft Planner across 27 governance policies, 11 reports, and 3 inventories (plans, tasks, buckets), detecting plan sprawl, overdue task burden, unassigned work, and creator-deleted plans automatically.

Digital Workplace

Last reviewed 17 May 2026 For M365 Product Owner, IT Admin

Book a demo Start free trial

Rencore Planner governance is a set of 27 policies, 11 reports, 17 segments, and 3 inventories that audit Microsoft Planner across plans, tasks, and buckets. It detects plans with no activity in 6 or 12 months, plans shared beyond the owning group, plans near the bucket or task limit, urgent overdue or unassigned tasks, and tasks whose creator has been deleted, helping IT keep Planner usage healthy and visible alongside Teams and Groups governance.

60 governance capabilities: 3 inventories · 27 policies · 11 reports · 17 segments · 1 automations · 1 provisioning templates

Why govern Planner with Rencore

Control plan sprawl

Detect Planner plans with no activity in 6 or 12 months, empty plans, plans with placeholder titles, plans whose creator has been deleted, and plans shared beyond the owning group. Archive abandoned plans with confidence.
Surface overdue and unassigned work

Flag urgent overdue tasks, urgent tasks with no assignee, tasks more than 7 or 30 days overdue, open tasks with no due date, and tasks stalled in progress for 6 months. Give team leads a real-time view of execution risk.
Keep plans within platform limits

Track plans approaching the bucket and task limits, oversized buckets, plans not using buckets, and tasks near checklist or references limits. Prevent users from hitting Planner ceilings that block productivity.
Standardize new plans

Provisioning templates enforce consistent plan structures, naming conventions, and bucket configurations when new plans are created through Rencore's provisioning workflows.

What Rencore discovers

Rencore automatically inventories these Planner object types.

Plan

All Planner plans
Task

All Planner tasks
Bucket

All Planner buckets

How Planner governance works in Rencore

Rencore connects to Microsoft Planner via the Microsoft Graph API and inventories three object types (plans, tasks, and buckets) across the tenant. The 27 policies run on every scan cycle, evaluating each plan, task, and bucket against sprawl, execution, and structural rules with severity levels.

Who uses Planner governance

M365 product owners use plan-sprawl and bucket-limit policies to keep Planner usage healthy at tenant scale. IT administrators rely on the 17 reusable segments (active plans, stale plans, externally shared plans, urgent overdue tasks) to drive cleanup and notification campaigns. Team leads use the 11 reports (assignment load by user, overdue task trend, tasks by status and priority) to spot execution risk before it surfaces in management reviews.

Getting started

Connect your Microsoft 365 tenant. All 27 Planner policies activate on first scan alongside your existing M365 governance, with no additional configuration required. One provisioning template enforces consistent plan structures when teams request new plans through Rencore.

Policies

27 governance rules that detect violations and risks.

Severity Category

Planner plans whose creator has been deleted

Plans where the original creator's account no longer exists in Entra ID. Ownership review needed.

High Security
Planner tasks more than 30 days overdue

Open tasks whose due date is more than 30 days in the past.

High Operation
Urgent Planner tasks that are overdue

Tasks with urgent priority whose due date has passed and are not yet completed.

High Operation
Urgent Planner tasks with no assignee

Tasks marked urgent that are not assigned to anyone.

High Security
Planner plans with no activity in the last year

Plans whose tasks and completions have all been idle for more than 365 days. Candidates for archival or deletion.

Medium Sprawl
Planner plans shared beyond the owning group

Plans whose details.sharedWith list contains users outside the Microsoft 365 group's standard membership.

Medium Security
Planner plans with high overdue burden

Plans with more than 10 overdue tasks. Indicates a backlog that is no longer being actively worked.

Medium Operation
Planner plans near the task limit

Plans with more than 8000 tasks - approaching the hard limit of 9000 tasks per plan.

Medium Operation
Planner tasks more than 7 days overdue

Open tasks whose due date is more than 7 days in the past.

Medium Operation
Planner tasks started but with no progress

Tasks whose start date is more than 30 days ago but percent complete is still 0.

Medium Operation
Planner tasks in progress for more than 6 months

Tasks that are in progress and were created more than 180 days ago. Stalled work.

Medium Operation
Important Planner tasks with no context

Important or urgent tasks with no description, checklist, or reference. Likely under-specified.

Medium Operation
Planner tasks whose creator has been deleted

Tasks where the creator's account no longer exists in Entra ID.

Medium Security
Planner plans with no activity in the last 6 months

Plans idle for more than 180 days. Early-warning candidates before a full year of inactivity.

Low Sprawl
Empty Planner plans

Plans that contain no tasks and were created more than 30 days ago. Likely abandoned or accidentally created.

Low Sprawl
Planner plans with many unassigned tasks

Plans with more than 5 open tasks that have no assignee. Suggests poor work distribution.

Low Operation
Planner plans near the bucket limit

Plans with more than 150 buckets - approaching the hard limit of 200 buckets per plan.

Low Operation
Planner plans not using buckets

Plans with more than 10 tasks but only the default single bucket. Buckets are how Planner expresses workflow stages.

Low Adoption
Planner plans with placeholder titles

Plans whose display name contains 'test', 'untitled' or 'copy of'. Likely scratch plans that should be cleaned up.

Low Sprawl
Open Planner tasks with no due date

Open tasks (created more than 30 days ago) that have no due date set. Hygiene issue that hides accountability.

Low Operation
Open Planner tasks with no assignee

Open tasks that are not assigned to any user. Tasks need an owner to be actionable.

Low Operation
Completed Planner tasks older than 1 year

Tasks completed more than 365 days ago. Archive candidates that clutter active boards.

Low Sprawl
Planner tasks with more than 5 assignees

Tasks shared between many users. Diffuses accountability and indicates the task should be broken down.

Low Operation
Planner tasks near checklist limit

Tasks with 18 or more checklist items - near the 20-item hard limit.

Low Operation
Planner tasks near references limit

Tasks with 9 or more references - near the 10-reference hard limit.

Low Operation
Oversized Planner buckets

Buckets containing more than 50 tasks. Indicates the bucket is being used as a dumping ground rather than a workflow stage.

Low Operation
Planner buckets with default names

Buckets named 'To do', 'Bucket' or 'Bucket 1' with more than 5 tasks - the bucket name carries no workflow meaning.

Low Sprawl

Need a rule that isn't listed? Rencore's Policy Builder lets you create custom policies tailored to your organization. Learn more about the Policy Builder

Reports

11 analytics views and dashboards.

Planner plans created over time

Number of plans created per month over the last year.

Bar Chart · Adoption
Planner plans by owning group

Top 20 Microsoft 365 groups ranked by number of Planner plans.

Bar Chart · Operation
Planner plans by creator

Top 20 users ranked by number of Planner plans they created.

Bar Chart · Adoption
Planner plans by sharing exposure

Plans grouped by the number of users in their sharedWith list.

Bar Chart · Security
Planner tasks created over time

Number of tasks created per month over the last year.

Bar Chart · Adoption
Planner tasks completed over time

Number of tasks completed per month over the last year.

Bar Chart · Adoption
Planner tasks by status

Distribution of tasks across Not started, In progress and Completed.

Donut Chart · Operation
Planner tasks by priority

Distribution of tasks across Urgent, Important, Medium and Low priority bands.

Donut Chart · Operation
Overdue Planner task trend

Number of open tasks whose due date fell in each of the past 12 months.

Bar Chart · Operation
Planner assignment load by user

Top 20 users ranked by number of task assignments.

Bar Chart · Operation
Planner bucket task distribution

Top 20 buckets ranked by number of tasks.

Bar Chart · Operation

Automations

1 automated remediation workflows.

Planner Board

Template for a private Planner Plan

Segments

17 data groupings for targeted filtering.

Active Planner plans

Plans with activity in the last 90 days.
Stale Planner plans

Plans with no activity in the last 90 days.
Abandoned Planner plans

Plans with no activity in over a year.
Empty Planner plans

Plans containing no tasks.
Planner plans with overdue work

Plans that contain at least one overdue task.
Externally shared Planner plans

Plans whose sharedWith list is non-empty.
Planner plans ready to archive

Plans where every task is completed and there has been no activity for over a year.
Recently created Planner plans

Plans created in the last 30 days.
Overdue Planner tasks

Open tasks whose due date is in the past.
Unassigned open Planner tasks

Open tasks with no assignee.
Urgent open Planner tasks

Tasks with urgent priority that are not yet completed.
Stalled Planner tasks

Tasks in progress for more than 90 days.
Recently completed Planner tasks

Tasks completed in the last 30 days.
Open Planner tasks with no due date

Open tasks with no due date set.
Planner tasks with no context

Tasks with no description, checklist or references.
Oversized Planner buckets

Buckets with more than 50 tasks.
Empty Planner buckets

Buckets containing no tasks.

Provisioning Templates

1 resource creation templates.

Planner Board

Template for a private Planner Plan

Frequently asked questions

What governance areas does Rencore cover?

Rencore covers six governance pillars: visibility and inventory across all Microsoft 365 services, ready-to-go policies with over 100 pre-built governance checks, compliance and audit evidence collection for regulatory requirements, extensibility and customization through custom policies and automations, cross-department collaboration with shared dashboards and role-based access, and AI and Copilot readiness to prepare tenants for secure AI adoption.

What is Rencore governance?

Rencore governance is a SaaS platform that continuously monitors your Microsoft 365 tenant for policy violations, configuration drift, and security risks across SharePoint, Teams, Power Platform, Copilot, and AI Agents. It automates compliance evidence collection, surfaces oversharing and sprawl, and provides actionable remediation workflows, reducing manual audit effort by up to 80%.

How do Rencore policies work?

Rencore ships with hundreds of pre-built policies that detect governance violations across every connector, oversharing, sprawl, cost overruns, security risks, and compliance gaps. Policies run on a continuous schedule, evaluate each discovered object against configurable rules, and flag violations with severity (High, Medium, Low), category, and a recommended action.

Trusted by