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This guide is for MSP staff. It shows how to turn Secure Score controls into Planner work, meeting agenda items and PSA tickets. Company users start with the Home AI Assistant to ask their MSP for help.

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Before you start

  • You have access to Secure Score for the company. See Read Microsoft Secure Score.
  • Planner items need Planner write or management permission.
  • Agenda changes need Calendar write access.
  • PSA tickets need ticket-creation permission and a configured, mapped PSA connection.

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Choose the company and controls

1

Open Secure Score

Go to Cloud > Posture > Secure Score.
2

Scope the list

Select one company in the top bar, choose a view and filter the list.
3

Select the controls

Clear old checkbox selections, then check the controls you want. The header checkbox selects the current page only.
4

Check the selection

Confirm the company and the selection count. These bulk actions need controls from one company.
5

Open Actions

Choose the action for the result you need.
Add to Meeting, Add to Planner, Create Individual Tasks and Create Tickets actions.

MSP actions available in this example. Permissions and destination setup affect what you can use.

These actions create coordination work. They do not change Microsoft security settings, automatically mark a control Planned or Completed, or immediately increase the score.

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Create one Planner item

1

Start the proposal

For one control, open its Title, then select Add to Planner. For several, select the rows and choose Actions > Add to Planner.
2

Review the fields

Check the proposed title, company, description, type, status, business value, effort, cost, due date and notes. You can also set the assignee, dates, visibility, links and custom fields. All of them are saved.
3

Check the points wording

The generated text uses each control’s maximum points, which can overstate the gain when some points are already achieved. Edit it if needed.
4

Save

Select Save when ready. Close the editor to leave without creating the item, and answer any unsaved-changes prompt.
5

Check the result in Planner

Open the new item and check its content, control links, dates and visibility.
The item and its control links are saved together. If you see an error, the editor stays open and nothing is saved, so you can fix the problem and click Save again.

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Create separate Planner tasks

Use Actions > Create Individual Tasks only after confirming the selected company and rows. It creates one item per selected control immediately, with a security-prefixed title, recommendation content and a Not Started status. Review and finish the details in Planner afterward. The current individual-task path does not add the same control links as Add to Planner. Find the created work in Planner by its title; do not depend on a link appearing back in the Secure Score table.

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Add controls to an upcoming meeting

1

Open the dialog

Use a control’s Add to Meeting, or select rows and choose Actions > Add to Meeting.
2

Check the controls

Confirm the controls and the company.
3

Choose a meeting

Pick an existing upcoming meeting. The picker lists up to the next 50 meetings for that company and no past ones.
4

Add it

Review the agenda, then select Add to Agenda.
5

Check the agenda

Wait for the success message, then open the meeting and look for the new items.
The dialog does not create a meeting. If none is listed, cancel and arrange one in Calendar first. Controls become agenda items and are not remediated. Calendar permission is checked when you submit, so a visible action can still fail to save.

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Create PSA tickets

1

Select the controls

Select up to 25 controls from one company, then choose Actions > Create Tickets.
2

Check the destination

Confirm the controls, company and connected provider. ConnectWise, HaloPSA and Autotask are supported when configured and mapped.
3

Give a reason

Enter why you are creating the tickets. It is required and can be up to 5,000 characters.
4

Fix any warning

Resolve a missing company mapping or PSA default first. You cannot pick a board, queue or category here, so your configured defaults apply.
5

Submit

Select Create Tickets and wait for the result.
6

Verify the tickets

Check the PSA before you retry anything. A batch can partly succeed, and an email fallback is not a confirmed PSA ticket.
Each control creates its own ticket. A fallback or failure can stop the rest of the batch. Never resubmit the whole selection after a partial success without checking for existing tickets.

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Troubleshooting

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Frequently asked questions

Add to Planner opens one editable proposal for the selected controls. Create Individual Tasks immediately creates separate items without a review dialog.
No. Saving creates the item. Review the result and control links in Planner after success.
No. Planner work, meeting agenda items and PSA tickets do not automatically change Microsoft’s state or security configuration.
These bulk workflows require one company. Narrow the scope, clear previous selections and verify the selected rows.
Click Save again. The editor stays open after an error and nothing was saved, so a retry does not duplicate work.
No. Select an existing upcoming company meeting. If none is available, cancel and arrange it in Calendar first.
The dialog lists upcoming meetings only, up to the next 50 available for the company.
ConnectWise, HaloPSA and Autotask, with a configured integration, company mapping and required defaults.
Select up to 25 controls from one company. Each control creates a separate request, and the reason is required.
First check the destination for successful tickets. Retry only confirmed failures; partial success or an email fallback is possible.
Yes. Assignee, dates, visibility, costs, links and custom fields are saved with the item.