OpenText Content Storage Service - Microsoft Planner Integration and Automation

Common Integration Use Cases Between OpenText Content Storage Service and Microsoft Planner

1. Store project deliverables and supporting documents in OpenText Content Storage Service from Planner tasks

When teams create tasks in Microsoft Planner for projects, they can attach final deliverables, approvals, specifications, and reference files to OpenText Content Storage Service for secure long-term storage. Planner remains the work management layer, while OpenText provides compliant, scalable content retention.

Data flow: Microsoft Planner to OpenText Content Storage Service

Business value: Keeps Planner lightweight while ensuring important project content is stored in a governed repository with retention and durability controls.

2. Link compliance evidence from OpenText Content Storage Service to Planner tasks

For audit, legal, or regulated business processes, teams can store evidence such as signed documents, policy records, or approval artifacts in OpenText Content Storage Service and link them to specific Planner tasks. This gives task owners and reviewers direct access to supporting evidence without duplicating files across systems.

Data flow: OpenText Content Storage Service to Microsoft Planner

Business value: Improves traceability and audit readiness while reducing the risk of missing or misplaced documentation.

3. Archive completed Planner project files into OpenText Content Storage Service

At the end of a campaign, implementation, or operational initiative, files associated with completed Planner plans can be automatically archived into OpenText Content Storage Service. This supports records management, reduces clutter in collaboration tools, and preserves project history for future reference.

Data flow: Microsoft Planner to OpenText Content Storage Service

Business value: Enables structured archiving, lowers storage sprawl, and supports retention policies for completed work.

4. Use Planner to manage content migration or storage modernization work tracked against OpenText repositories

Organizations modernizing legacy storage or migrating content into OpenText Content Storage Service can use Microsoft Planner to manage migration tasks, cutover activities, validation steps, and stakeholder approvals. Each task can reference the relevant content set, migration batch, or validation checklist stored in OpenText.

Data flow: Bi-directional

Business value: Provides clear execution tracking for storage transformation programs and improves coordination across IT, compliance, and business teams.

5. Support document review and approval workflows with task-based follow-up

When a document is stored in OpenText Content Storage Service and requires review, a Planner task can be created for the assigned reviewer or approver. Once the task is completed, the approved version or decision record remains stored in OpenText for governance and future retrieval.

Data flow: OpenText Content Storage Service to Microsoft Planner

Business value: Creates a simple operational workflow for approvals, reducing email-based follow-up and improving accountability.

6. Manage cross-functional incident or issue resolution with evidence stored in OpenText

For operational incidents, quality issues, or customer escalations, teams can use Microsoft Planner to assign remediation tasks while storing screenshots, logs, reports, and root-cause documentation in OpenText Content Storage Service. This ensures the task board stays action-oriented while the supporting evidence is retained securely.

Data flow: Bi-directional

Business value: Improves incident coordination and creates a complete record of actions and supporting documentation.

7. Retain project and program records for long-term governance after task completion

Once a Planner plan is closed, the associated documents, approvals, and final status reports can be preserved in OpenText Content Storage Service as the official record of work completed. This is especially useful for PMO, finance, procurement, and regulated business processes that require long-term retention.

Data flow: Microsoft Planner to OpenText Content Storage Service

Business value: Supports governance, records retention, and future audit or project review needs without keeping active tasks open unnecessarily.