multi-plan-search

Multi-Plan Search

Search for tasks across every Planner plan you have access to. Filter by keyword, assignee, status, priority, or due date to find specific tasks regardless of which plan they live in. Get a unified cross-plan view that brings together work scattered across multiple plans into a single result set.

When to Use

• "Find all my urgent tasks across all plans"
• "Search for tasks about 'API' in any plan"
• "What's overdue across all my plans?"
• "Find everything assigned to Firstname1 across all plans"
• "Show all tasks due this week regardless of plan"

Instructions

Step 1: Identify the User

workiq-ask (
  question: "What is my profile information including display name, email address, and time zone?"
)

Extract displayName, email, and timeZone.

Step 2: Get All Plans

workiq-ask (
  question: "List all Planner plans I have access to, including each plan's name."
)

Collect all plans the user has access to. Note each plan name for subsequent queries.

Step 3: Resolve Search Targets

If the user searches by person name, resolve the person:

workiq-ask (
  question: "Look up the person named <person name or email> in the directory. Return their display name and email."
)

Step 4: Search Tasks Across Plans

Query tasks across plans based on the user's search criteria. Consolidate related filters into a single question where possible:

Search by assignee:

workiq-ask (
  question: "Find all Planner tasks assigned to <person name> across all my plans. For each task include the task title, plan name, assignee, due date, status, and priority."
)

Search by status:

workiq-ask (
  question: "Find all Planner tasks with status 'in progress' across all my plans. For each task include the task title, plan name, assignee, due date, and priority."
)

Search by priority:

Search by due date:

Search by keyword:

Combined filters (overdue tasks for a person):

Step 5: Aggregate and Sort Results

Combine results from all plans into a unified list. Apply any remaining client-side filters:

• Keyword match — filter task titles containing the search term (case-insensitive)
• Overdue filter — dueDateTime < today AND status ≠ completed
• Date range — tasks due within a specific window

Sort results by:

1. Priority (urgent first)
2. Due date (soonest first)
3. Plan name (alphabetical)

Step 6: Present Unified Results

Output Format

Parameters

*At least one filter should be specified for meaningful results.

Required MCP Tools

Tips

• Say "my urgent tasks across all plans" for a quick personal priority check.
• Use keyword search to find tasks by topic: "search for 'migration' across all plans."
• Say "show overdue across all plans" for a cross-plan overdue audit.
• Results are sorted by priority then due date — most critical items surface first.
• After finding tasks, you can ask to drill into a specific plan for more detail.
• For a curated personal view, ask "show my tasks" instead of searching broadly.

Examples

Find all urgent tasks assigned to you across every plan:

"Show me all my urgent tasks across all plans"

The skill retrieves your user ID, queries every accessible plan filtered by assignedToUserId + priority: urgent, and returns a unified prioritized list sorted by due date.

Search for tasks by keyword across all plans:

"Search for tasks containing 'API' in any plan"

The skill fetches all tasks from every plan and applies a case-insensitive client-side title filter for the term "API", grouping matches by plan in the results view.

Find everything overdue assigned to a teammate:

"What tasks is Firstname1 overdue on across all plans?"

The skill resolves "Firstname1" via ask, queries each plan filtered by assignee, then applies a client-side overdue filter (dueDateTime < today AND status ≠ completed), presenting all overdue items grouped by plan with an assignee summary.

Error Handling

No plans found If ask returns no plans, the user may not have access to any Planner plans or the WorkIQ CLI connection may have failed. Inform the user and suggest verifying their Microsoft 365 permissions or checking the WorkIQ CLI configuration.

Person name cannot be resolved If ask returns no match for a person name or email, prompt the user to provide the full display name or email address. Avoid proceeding with an unresolved assignee filter, as it will return no results.

Task query returns an error or incomplete data If ask returns an error for a task search, retry with a narrower scope (e.g., search one plan at a time). Note any plans that could not be searched in the output (e.g., "⚠️ Sprint 42: could not retrieve tasks") and continue with available results.

Large number of plans causes slow response If the user has many plans, a single cross-plan query may return incomplete results. Break the search into multiple ask calls scoped to individual plans and aggregate the results.

No results match the filter If ask returns zero matching tasks, confirm the filter criteria with the user (e.g., check spelling of a keyword, verify the assignee name, or widen the date range) rather than returning a silent empty result.