486828 – Microsoft Purview compliance portal: Data Lifecycle Management – Apply a retention policy to Microsoft Planner content

Product:

Planner, Purview, Purview Communication Compliance, Purview compliance portal

Platform:

Web, World tenant

Status:

In development

Change type:

Links:

Details:

Introducing Data lifecycle management capabilities for Microsoft Planner. Compliance admins can now create a retention policy to manage content located in Microsoft Planner such as tasks for plans associated with an Microsoft 365 Group.

Change Category:
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Scope:
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Release Phase:
General Availability, Preview

Created:
2025-05-02

updated:
2026-02-03

Public Preview Start Date

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Docu to Check

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MS workload name

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summary for non-techies**

Microsoft has added a feature to their Purview compliance portal allowing administrators to set retention policies for managing the lifecycle of data in Microsoft Planner, enabling automatic deletion or archiving of tasks after a specified period.

Direct effects for Operations**

Data Loss Risk
Implementing a retention policy without proper preparation may lead to unintended data loss if users are not informed about the changes, resulting in the deletion of important Planner tasks.
   - roles: Compliance Admin, Project Manager
   - references: https://techcommunity.microsoft.com/t5/microsoft-planner-blog/introducing-data-lifecycle-management-capabilities-for/ba-p/3701230, https://www.microsoft.com/en-us/microsoft-365/blog/2023/01/12/announcing-new-data-lifecycle-management-capabilities-in-microsoft-365/

User Confusion
Users may experience confusion and frustration if they are not adequately prepared for the changes in how their Planner content is managed, leading to decreased productivity and potential errors in task management.
   - roles: End User, Team Leader
   - references: https://techcommunity.microsoft.com/t5/microsoft-planner-blog/introducing-data-lifecycle-management-capabilities-for/ba-p/3701230, https://www.microsoft.com/en-us/microsoft-365/blog/2023/01/12/announcing-new-data-lifecycle-management-capabilities-in-microsoft-365/

Configutation Options**

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Data Protection**

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IT Security**

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explanation for non-techies**

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