(Updated) Microsoft Purview | Data Lifecycle Management: Retention policies for Microsoft Planner content

(Updated) Microsoft Purview | Data Lifecycle Management: Retention policies for Microsoft Planner content

Microsoft Purview Data Lifecycle Management will support retention and deletion policies for Microsoft Planner tasks, enabling automated compliance management. Rollout starts mid-July 2026, allowing admins to apply policies by task dates and plan types without immediate user changes unless policies are enforced. No action needed if controls aren't required.

2026-06-22T16:37:21.390Z

Updated message,New feature,Admin impact

<p>Updated June 22, 2026: We have updated the timeline. Thank you for your patience.&nbsp;</p><p><b>[What and Why:]</b></p><p> We're introducing support in Microsoft Purview <b>Data Lifecycle Management (DLM)</b> 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.</p><p>This change is associated with Microsoft 365 Roadmap ID <a href="https://www.microsoft.com/microsoft-365/roadmap?filters=&amp;searchterms=486828#Roadmap" target="_blank">486828</a>. </p><p> </p> <p><b>[Rollout Schedule:]</b></p> <ul> <li>General Availability (Worldwide): Rollout begins in <b>mid-July 2026</b> (previously&nbsp;mid-June)&nbsp;and is expected to complete by <b>early August 2026</b> (previously&nbsp;mid-June).</li> </ul> <p><b>[Impact on Your Organization:]</b></p> <ul> </ul><p><b>Who is affected:</b> Compliance and IT administrators managing Microsoft Purview and Microsoft Planner.</p><p><b>Platforms/Services:</b> </p><ul><li>Microsoft Purview</li><li>Microsoft Planner</li><li>Microsoft 365</li></ul><p><b>What will happen:</b> </p><ul> </ul> <p></p><ul><li>Admins can create and apply <b>DLM retention policies</b> to Microsoft Planner tasks.</li><li>Planner tasks will be<b> retained or deleted automatically</b> based on their<b> individual creation date or last modified date</b>.</li><li>Policies can be scoped to<b> user and group-backed Planner plans</b>.</li><li>There is <b>no immediate user experience change</b> unless a retention or deletion policy is configured and enforced.</li><li>Existing Purview compliance capabilities remain unchanged and are respected.</li> </ul><ul> </ul> <p><b>[Action Required / Recommendations:]</b></p><p><b>If you do not require retention or deletion controls for Planner:</b></p><ul><li>No action is required at this time.</li></ul><p></p><ul></ul><p></p><p><b>If you want to manage Planner data lifecycle:</b></p><ul><li>Review your organization’s compliance and data retention requirements for Planner content.</li><li>Configure <b>Data Lifecycle Management retention policies</b> in <b>Microsoft Purview </b>for:<ul><li>Planner roster plans</li><li>Planner group-backed plans</li></ul></li><li>Update internal compliance documentation to include Planner data governance.</li><li>Inform compliance and legal stakeholders of the new coverage for Planner content.</li></ul><p><b>Compliance Considerations:</b> </p><table border="1" cellpadding="6" cellspacing="0"> <tbody><tr> <th>Area</th> <th>Explanation</th> </tr> <tr> <td>Retention policies, holds, or deletion workflows</td> <td>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.</td> </tr> <tr> <td>Processing, storage, or access to existing customer data</td> <td>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.</td> </tr> <tr> <td>Admin monitoring, reporting, or compliance management</td> <td>Admins gain expanded compliance governance capabilities in Microsoft Purview, allowing monitoring and enforcement of Planner data lifecycle policies alongside other Microsoft 365 workloads.</td> </tr> <tr> <td>GDPR / Data Subject Rights (access, deletion, correction)</td> <td>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.</td> </tr> </tbody></table>