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Add Planner GET filtering guidance#152

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husain-zaidi wants to merge 6 commits into
microsoft:mainfrom
husain-zaidi:planner-get-filtering-guidance
Open

Add Planner GET filtering guidance#152
husain-zaidi wants to merge 6 commits into
microsoft:mainfrom
husain-zaidi:planner-get-filtering-guidance

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@husain-zaidi

@husain-zaidi husain-zaidi commented Jun 24, 2026

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Summary

Updates the WorkIQ Planner guidance to make task and plan retrieval more reliable and policy-compliant.

Changes

  • Adds Planner to the WorkIQ skill description and supported entity surface.
  • Removes To Do references from the main WorkIQ skill guidance.
  • Adds Planner-specific guidance to:
    • Fetch personal plans first via /me/planner/plans.
    • Fetch group plans via /groups/{group-id}/planner/plans if it's a group plan, query /me/joinedTeams for groupids.
    • Use /me/planner/tasks for private and assigned-to-me tasks.
    • Enforce required $filter usage on Planner collection GETs:
      • /planner/plans requires owner
      • /planner/tasks requires planId
      • /planner/buckets requires planId
  • Copilot now always checks task-work-iq.md more reliably for task related queries

Why

Planner collection endpoints require scoped filters for reliable Graph access. This guidance helps the model avoid broad, unsupported GETs and choose the correct Planner endpoint for personal, assigned, and group-scoped task scenarios.

husain-zaidi and others added 6 commits June 24, 2026 06:47
| Fetching a known entity by ID | "Get event `AAMk...` details" | `fetch` |
| Listing files in a OneDrive/SharePoint folder | "List files in my OneDrive 'Specs' folder" | `fetch` |
| Listing tasks/plans/buckets in Planner | "List my Planner tasks due this week" | `fetch` |
| Listing tasks/plans/buckets in Planner | "List my Planner tasks due this week" | `fetch` — see `references/tasks-work-iq.md` avoid `ask` |

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how about add todo list?

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@kefeiqian We are not supporting todo APIs for now. /todo/ are currently blocked

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2 participants