What and Why:
We're introducing support in Microsoft Purview Data Lifecycle Management (DLM) to apply retention and deletion policies to Microsoft Planner content. This enhancement allows compliance administrators to manage Planner tasks using enterprise-grade governance controls, helping organizations meet regulatory and internal compliance requirements while reducing manual data management.
This change is associated with Microsoft 365 Roadmap ID 486828.
Rollout Schedule:
- General Availability (Worldwide): Rollout begins in mid-June 2026 and is expected to complete by mid-June 2026.
Impact on Your Organization:
Who is affected: Compliance and IT administrators managing Microsoft Purview and Microsoft Planner.
Platforms/Services:
- Microsoft Purview
- Microsoft Planner
- Microsoft 365
What will happen:
- Admins can create and apply DLM retention policies to Microsoft Planner tasks.
- Planner tasks will be retained or deleted automatically based on their individual creation date or last modified date.
- Policies can be scoped to user and group-backed Planner plans.
- There is no immediate user experience change unless a retention or deletion policy is configured and enforced.
- Existing Purview compliance capabilities remain unchanged and are respected.
Action Required / Recommendations:
If you do not require retention or deletion controls for Planner:
- No action is required at this time.
If you want to manage Planner data lifecycle:
- Review your organization’s compliance and data retention requirements for Planner content.
- Configure Data Lifecycle Management retention policies in Microsoft Purview for:
- Planner roster plans
- Planner group-backed plans
- Update internal compliance documentation to include Planner data governance.
- Inform compliance and legal stakeholders of the new coverage for Planner content.
Compliance Considerations:
| Area |
Explanation |
| Retention policies, holds, or deletion workflows |
This change introduces the ability to apply Microsoft Purview Data Lifecycle Management retention and deletion policies to Microsoft Planner tasks, enabling automated retention or deletion based on task creation or last modification date. |
| Processing, storage, or access to existing customer data |
Existing Microsoft Planner task data can now be governed by retention policies, which may alter how long data is stored and when it is deleted, based on administrator-defined lifecycle rules. |
| Admin monitoring, reporting, or compliance management |
Admins gain expanded compliance governance capabilities in Microsoft Purview, allowing monitoring and enforcement of Planner data lifecycle policies alongside other Microsoft 365 workloads. |
| GDPR / Data Subject Rights (access, deletion, correction) |
Automated deletion of Planner tasks based on retention policies may impact how personal data is deleted in accordance with defined retention periods and regulatory requirements. |