Authorize Microsoft 365 for ClickUp Planner

To use Planner with ClickUp, a Microsoft 365 administrator must authorize secure access between your ClickUp Workspace and your organization’s Microsoft tenant. This guide walks you through every step required so your team can safely connect Planner and start syncing tasks.

The authorization process only needs to be completed once per Microsoft 365 tenant. After it is set up, individual users can connect their own Microsoft accounts to ClickUp using the Planner integration without additional admin approval.

Before you authorize Microsoft 365 for ClickUp

Only certain people in your organization can complete this integration. Make sure the right Microsoft 365 admin is ready before you begin.

Required permissions for the Microsoft 365 admin

The person authorizing Microsoft 365 must have the correct admin role in Azure Active Directory (Entra ID). They should be one of the following:

• Global Administrator
• Application Administrator

Without one of these roles, the admin will not be able to grant consent for the Planner app that connects Microsoft 365 to ClickUp.

Information the admin needs before connecting to ClickUp

To streamline setup, have the following details ready:

• Access to the admin’s Microsoft 365 account with MFA if required.
• Knowledge of your organization’s security and consent policies.
• Confirmation that Planner is enabled in your Microsoft 365 environment.

Once these prerequisites are met, you can begin the actual authorization for the Planner integration inside your ClickUp Workspace.

Step 1: Open the Planner integration in ClickUp

The first step is to navigate to the Planner integration settings from within your workspace.

1. Sign in to your ClickUp Workspace using an account with permission to manage apps or integrations.

2. Open the sidebar and go to your Workspace settings or the area where integrations are managed.

3. Locate the Planner integration option. This is the feature that links Microsoft 365 Planner with ClickUp so tasks can sync.

4. Select the option to set up or manage the Planner integration. This will open the connection flow that your Microsoft 365 admin must use.

If you are not the Microsoft 365 administrator, you can copy the authorization link or invite the correct admin to complete the next steps.

Step 2: Send the authorization link to your Microsoft 365 admin

The Microsoft 365 admin completes consent using a special link generated from ClickUp. This link connects Planner in your Microsoft tenant with the ClickUp application.

1. In the Planner integration screen, look for an option like Authorize, Connect Microsoft 365, or Request admin approval.

2. Copy the unique authorization link provided by ClickUp.

3. Send this link to your Microsoft 365 admin along with brief instructions, including that they must sign in using an account that has Global Administrator or Application Administrator rights.

You can also share this help article and the original Microsoft authorization instructions so your admin knows exactly what to expect.

Reference: Official Planner authorization steps for Microsoft 365.

Step 3: Have your Microsoft 365 admin grant consent

Your Microsoft 365 admin will use the authorization link from ClickUp to approve the Planner app in your tenant.

How the consent flow works for ClickUp

1. The admin opens the authorization link in a browser.

2. They sign in to Microsoft 365 with an account that has the required admin role.

3. A permissions consent screen appears, showing what the Planner app will be allowed to do, such as reading and writing Planner tasks or accessing basic directory data.

4. The admin reviews these permissions to ensure they match your company’s security policies.

5. The admin selects the checkbox to consent on behalf of the organization if required, then clicks Accept to grant access.

After this, Azure AD (Entra ID) records the consent, and the Planner app is authorized to work with ClickUp for your whole Microsoft 365 tenant.

What the Planner integration allows for ClickUp users

Once consent is granted, the Planner integration can:

• Connect user Microsoft accounts to Planner from within ClickUp.
• Sync or access Planner tasks associated with specific plans.
• Allow workspace members to manage Planner items through the ClickUp interface, depending on how your workspace administrators configure the workflow.

No individual user receives extra Microsoft 365 permissions automatically. They still authenticate with their own Microsoft account when they connect Planner to ClickUp.

Step 4: Confirm the Planner connection inside ClickUp

After your Microsoft 365 admin completes consent, you should verify that the integration is available and working for workspace members.

1. Return to the Planner integration settings in ClickUp.

2. Check that the Microsoft 365 tenant appears as authorized or connected.

3. If prompted, refresh or reopen the integration panel to load the new status.

4. Have one or two test users connect their own Microsoft accounts to ensure the Planner connection is functioning properly.

If everything is configured correctly, team members can start working with Planner data from inside your ClickUp Workspace.

Troubleshooting common authorization issues

If your Microsoft 365 admin cannot finish the authorization, use these common checks.

Admin cannot see the consent screen

• Confirm the admin is using the exact authorization link generated by ClickUp.
• Make sure they are logged out of personal Microsoft accounts before opening the link.
• Verify they are signing in with a Global Administrator or Application Administrator account.

Consent is blocked by organization policy

• Your Microsoft 365 tenant may require specific approval workflows.
• Coordinate with your security or identity team to allow the Planner app that connects ClickUp.
• Ask them to review the permissions described in the original Microsoft article.

Users still cannot connect Planner after consent

• Have affected users log out and back into ClickUp.
• Confirm that Planner licensing is enabled for their Microsoft 365 accounts.
• Check whether any conditional access policies in Microsoft 365 are blocking the Planner connection.

Best practices for managing ClickUp and Microsoft 365

To keep your organization secure and efficient, treat the Planner integration as part of your broader identity and access strategy.

Periodic review of Microsoft 365 app permissions

Ask your Microsoft 365 admin team to:

• Review third-party app permissions on a regular schedule.
• Document the Planner app that connects Microsoft 365 with ClickUp.
• Revoke or adjust permissions if your security requirements change.

Workspace governance inside ClickUp

Within your workspace, consider the following governance tips:

• Limit access to integration settings to trusted Workspace admins.
• Provide training so members understand how Planner data appears inside ClickUp.
• Create clear policies for which projects should use Planner versus native tasks.

Good governance helps ensure that the Planner integration improves collaboration without creating confusion or unmanaged data flows.

Next steps after you authorize Microsoft 365 for ClickUp

Once the connection is active, your team can focus on configuration and workflow design.

• Map Planner plans and buckets to your workspace views.
• Set up automations or reporting that use Planner data where supported.
• Document your new workflow so team members know when to use each system.

If you need expert help designing scalable systems for ClickUp and Microsoft 365, you can explore consulting resources such as Consultevo for advanced workspace setup and optimization.

After your Microsoft 365 admin has completed these authorization steps, the Planner integration becomes a powerful way to centralize planning while keeping your ClickUp Workspace connected to your existing Microsoft ecosystem.

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