Rhythms connects with Microsoft Planner to automatically track task progress in your OKRs. Once connected, Rhythms pulls the latest data from your Planner plans, keeping your Key Results and Initiatives up to date without manual check-ins.

New to auto-updates? The How to Set Up Auto-Updates article covers the complete setup workflow, OAuth security, and what auto-updates can and can't do.

When you set up the Microsoft Planner integration, Rhythms AI helps you locate and configure tracking for:

The setup conversation guides you through finding relevant plans and selecting the right tracking approach for your goal.

Your workspace administrator needs to enable the Microsoft Planner integration before you can connect. See [LINK: Enable Integrations for Your Workspace] for workspace-level setup instructions.

⚠️ The Microsoft Planner integration requires your workspace to have MCP integrations enabled. If you don't see Microsoft Planner as an option when setting up auto-updates, ask your workspace administrator to enable it.

Your IT administrator must grant consent for Rhythms to connect with your organization's Microsoft Planner data:

Step 1: Share this link with your IT Administrator

Grant Admin Consent for Microsoft Planner

Step 2: Your IT Admin will:

✓ Once approved, all users in your organization can connect

Step 3: Connect your account

You need:

When you connect, Rhythms requests these Microsoft permissions:

The setup process is covered in detail in How to Set Up Auto-Updates. Here's what's specific to Microsoft Planner:

After authentication, the assistant opens a chat window to help locate the right plan. Instead of navigating through Microsoft Planner yourself, you describe what you want to track in natural language.

Example conversations:

"Track task completion in the Q1 Marketing Campaign plan"

"Monitor progress in the Engineering Sprints plan based on checklist completion"

"Calculate percentage complete for tasks in the Product Launch bucket"

The assistant searches your accessible Planner plans to find matches. It confirms what it found and asks clarifying questions if needed (like which bucket to focus on or which team members' tasks to include).

Rhythms analyzes your goal's title and description to recommend plans that might be relevant, marked with a sparkle icon. You can select a recommended plan or search for any plan you have access to.

Rhythms offers two ways to calculate progress from Planner tasks:

Task Completion (default) Tracks the percentage of tasks marked as complete in the plan. A task counts as complete only when marked 100% done in Planner.

Checklist Completion Tracks the average percentage of checklist items completed across all tasks. This provides more granular progress tracking when teams use checklists to break down work.

Choose the method that best reflects how your team measures progress in Planner.

You can narrow which tasks count toward progress:

If you don't apply filters, progress includes all tasks in the plan.

Once connected, Rhythms syncs with Microsoft Planner daily at 3 AM UTC. The sync updates:

Auto-updates handle the numbers, but you still provide context through check-ins. Use check-ins to explain:

See Effective Check-ins to Track OKR Progress in Rhythms for guidance on combining automated data with meaningful context.

Microsoft Planner tracking works well for straightforward progress measurement, but has some constraints:

Task completion is binary. Tasks count as either 0% complete or 100% complete. Planner's partial completion percentages (like 50% done) aren't reflected in Rhythms progress calculations.

All child tasks are included. When tracking a plan, progress calculations include all tasks that match your filters. You cannot filter by task labels, even though the setup interface shows label options.

Updates happen once daily. Rhythms syncs with Planner at 3 AM UTC each day. Changes made in Planner won't appear in Rhythms immediately. Plan for a delay of up to 24 hours.

You cannot edit settings after setup. If you need to change which plan you're tracking, which filters you're using, or your tracking method, you must disconnect and reconnect. When you reconnect with new settings, progress history from before disconnection is preserved but there will be a gap during the change.

To test new settings: Set up the new configuration on a different Key Result first to verify it works as expected before disconnecting your active tracking.

Plans are limited to 1,000 tasks. If a plan contains more than 1,000 tasks, Rhythms can only retrieve and track the first 1,000.

Large organizations may see slower initial searches. If your organization has many Planner plans, the initial search during setup might take longer as Rhythms analyzes all accessible plans to find matches.

Team profile loading varies by size. Organizations with many team members (20+) might experience slightly longer loading times when displaying assignee information during setup.

These limitations don't prevent tracking progress, but they do affect how you structure your approach:

If these limitations affect your workflow, let us know through the feedback option. We're evaluating enhancements based on user needs.

You cannot modify your Planner connection settings after setup. If you need to change your plan, filters, or tracking method, follow the disconnect-and-reconnect process described in the parent article: How to Set Up Auto-Updates.

Important: Test new configurations on a separate Key Result before disconnecting your active tracking to avoid unexpected results.

Yes. Multiple people can connect the same plan to different Key Results or Initiatives. Each connection is independent and doesn't affect others.

Auto-updates will stop when Rhythms can't access the plan data. Reconnect with a plan you can access, or switch to manual check-ins.

No. Each Key Result or Initiative can have one auto-update connection at a time.

Once daily at 3 AM UTC. Changes in Planner can take up to 24 hours to appear in Rhythms.

First, verify your filters in Planner. If you filtered by bucket or assignee, make sure the right tasks are in those buckets or assigned to those people. Remember that label filtering isn't currently supported, even though it appears in the setup interface.

If you're using task completion tracking, verify that tasks are marked 100% complete in Planner. Partial completion percentages (like 50% done) aren't reflected in Rhythms.

If you're using checklist tracking, verify that checklist items are marked complete within the relevant tasks.

No. Each connection tracks a single plan. To track multiple plans, set up separate auto-update connections on different Key Results or Initiatives.

No. Rhythms only reads data from Planner. It never creates, updates, or deletes tasks, checklists, or plan information.

Label filtering is shown in the interface but not currently functional in the backend. Use bucket or assignee filters instead, or track plans that naturally contain your desired scope.

No. Planner tracking focuses on completion counts and percentages, not time-based metrics. For deadline-based goals, consider manual check-ins or tracking in tools designed for time metrics.