Assistance with Microsoft Planner Automation Using Power Automate

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Posted on 25 Mar 2025 02:28:02 by JunFam

Hi everyone,

I’m currently using Microsoft Planner for task management, handling multiple plans across different groups simultaneously. To streamline my workflow, I need a centralized way to manage all these plans efficiently.

I would like to export all plans from multiple group daily into a single Excel or JSON file, then build a dashboard in Excel or Power BI for centralized monitoring with advanced filtering options. Additionally, I want to enhance Planner’s functionality by: (i) Sending Teams notifications when tasks are moved between buckets, (ii) Backing up deleted tasks in case of accidental deletion.

However, Microsoft Planner does not currently offer these features out of the box. Based on my research, Power Automate might be a suitable solution. Could anyone guide me on how to:

1. Create a Power Automate flow to export all Planner tasks into an Excel/JSON file daily.

2. Set up notifications in Teams when a task is moved between buckets.

3. Backup deleted tasks to avoid accidental loss.

I’d really appreciate any help or insights on this! Thank you in advance!

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JunFam 2 on 01 Apr 2025 at 11:02:16

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Assistance with Microsoft Planner Automation Using Power Automate

Dear MS.Ragavendar,

Sorry, can you resend me the link for task 1 & 3. I clicked that link but somehow it doesn't work (the link forwards me to the main site of Power Platform, not the link to download for as Yash Agarwal's blog mentions.

And secondly, as I read the blog of Yash Agarwal from your link, I think he talks about export 1 plan only, but not all the plans from all the group that I belongs to.
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MS.Ragavendar 2,083 on 25 Mar 2025 at 06:33:13

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Assistance with Microsoft Planner Automation Using Power Automate

@JunFam,

The task 1 & 3 is feasible with help of the below link.

Link to export planner to excel

https://www.bythedevs.com/post/export-planner-data-to-excel-using-power-automate

With respect to point 2 I don't think so its available refer MS documentation ( https://learn.microsoft.com/en-us/connectors/planner/ ).

I don't think so 2nd requirement is possible for now you can submit this as an Idea -

https://ideas.powerautomate.com/d365community/forum/086dd68e-597f-ec11-8d21-0022482e8f9f

However there is an workaround which i found but its using gitHub(3rd party).

Link to Implementation

https://lazyadmin.nl/office-365/trigger-flow-when-moving-a-task-in-planner-between-buckets/

Please click Accept as solution if my post helped you solve your issue. This will help others find it more readily. It also closes the item

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