DE Try For Free
Content Hub

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.

Last reviewed For M365 Product Owner, IT Admin
Digital Workplace
Book a demo Start free trial
Definition

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.

See Planner in Rencore

Step 1 of 3

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
Planner inventory card in Rencore

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.

Planner policies card in Rencore
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

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

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 reports card in Rencore

Automations

1 automated remediation workflows.

Planner Board
Template for a private Planner Plan

Segments

17 data groupings for targeted filtering.

Active Planner plansStale Planner plansAbandoned Planner plansEmpty Planner plansPlanner plans with overdue workExternally shared Planner plansPlanner plans ready to archiveRecently created Planner plansOverdue Planner tasksUnassigned open Planner tasksUrgent open Planner tasksStalled Planner tasksRecently completed Planner tasksOpen Planner tasks with no due datePlanner tasks with no contextOversized Planner bucketsEmpty Planner buckets

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.

Related guides

Trusted by

MAPALBAMVille de LuxembourgWACKERGRUNDFOSAMGENOsramLufthansaThyssenKruppSunrisePattern