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Power Platform Community / Forums / Power Automate / Need to sort new tasks...
Power Automate
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Need to sort new tasks in Planner, based on title criteria, into different Buckets

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Hello Folks—

I have a Microsoft Planner board that has been linked to the M365 Message Center, and all the messages we get from the Message Center go into an initial bucket called "To Triage". Since the M365 Message Center labels its messages properly in the beginning of the title with brackets (e.g. [Microsoft Teams]), I'd think it'd be easy to use some sort of variables to recognize the bucket it needs to be sorted into via a Power Automate Flow, or something similar.

For example, we get a bunch of messages about [Microsoft Purview], and we specifically have a bucket for everything M$FT Purview. I'd like any new tasks that are generated in the "To Triage" bucket that match the title sorting variable of "[Microsoft Purview]" and then moves it to the "Microsoft Purview" bucket (or recreates the task in the different bucket and then deletes the original from the "To Triage" bucket).

There's no need to meet any due dates, or assign any tasks to any specific person— I purely need this to automatically sort tasks to new buckets by predetermined criteria.
 
This seems like an easy no-brainer, but when I went in to attempt to set up the flow in Power Automate, it got super confusing and doesn't look like it has all the necessary control functions to be able to do something as simple as this.
 
Are the connectors for Planner underdeveloped in Power Automate flows? Or is it possible to do this and M$FT is making it difficult "because reasons"? 

If anyone has a solution for this, or a flow that they have created and can show me how to create it myself in our Tenant, I'd appreciate any help that I can get on this.

Seems pretty simple, but we all know how M$FT likes making simple tasks so torturous.

Thanks in advance for any assistance you can render.
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  • Verified answer
    Michael E. Gernaey Profile Picture
    53,452 Super User 2025 Season 2 on at
     
    Hi, I unfortunately don't know this Seems pretty simple, but we all know how M$FT likes making simple tasks so torturous.
     
    Either way, you need to have an automated flow, for the When a new task is created Flow
     
    Pre steps
    Create a Mapping List in SharePoint. This is used to map the incoming [ Words ] to a Bucket (or do it in Dataverse)
    Example
     
    SharePoint List
    Incoming String Map           The New Bucket String column
    [Word]                                 TheNewBucketWoot
     
     
    1. Trigger
    2. Parse to get the [] data
    3. Use a Get Items on the SharePoint with a filter of the [] value to filter on the Incoming String Map (my example) so you can get the bucket name
    --Use a componse to grab the bucket name
    4. Use the List Buckets Action 
    5. Use an Apply to each or other Filter / Select action to grab the bucket id from the Response in #4 based on the Get Items bucket string
     
    6. Use the Update a Task V2 action to update the Bucket it
     
    Now, you can either do it based on the Created Item Trigger
    OR
    you can run a scheduled flow every day or every hour or whatever.
    Or do both
     
     

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