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Power Platform Community / Forums / Power Automate / MS Planner - Copy a ta...
Power Automate
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MS Planner - Copy a task from one plan to another when the task changes bucket

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Hi,

Each of our units have their own plans and there is an overall Organisational Plan. I would like to create an automation where a change in bucket in a unit plan will copy the task to the Organisational Plan.

I have tried using Co-Pilot and I just can't seem to get the Trigger to change and have been trying this for several hours.  I need to achieve this today.

Please help

 

Thanks

Karen

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  • creativeopinion Profile Picture
    10,502 Super User 2025 Season 2 on at
    @KE-29010219-0 Unfortunately you are limited to the available automated triggers in Power Automate for Planner. Currently, there are only three:
    • When a new task is created
    • When a task is completed
    • When a task is assigned to me
     
    Here are a couple of YT Tutorials you might be interested in. Although they don't solve your problem they might inspire you to create other flows!
     
    How To Create a Planner Task from a Microsoft Form Submission
    Are you looking for a way to automate creating Microsoft Planner tasks from Microsoft Form Submissions? In this Power Automate tutorial, I’ll show you how to build this flow that creates tasks in Planner each time a form is submitted.

    First, I’ll show you how to create a task using the Microsoft Form submission data. Then, I’ll show you how to place a task in a specific bucket based on a selection made in the form as well as how to assign tasks to specific users. At the end of the video I’ll show you how to handle Microsoft Form uploads and how you can attach those to your Planner Tasks.

    If you’re looking for a way to quickly create tasks from a SharePoint list or an Excel table—I already have a tutorial on how to do that. Click here to check it out.

    IN THIS VIDEO:
    ✓  How to automate creating Planner tasks from Microsoft Forms submissions
    ✓  How to differentiate between Group Forms and Personal Forms in Microsoft Forms
    ✓  How to build a flow to create tasks using Microsoft Forms data
    ✓  How to dynamically select a bucket in the Create a Task action
    ✓  How to add a task description to a Planner task
    ✓  How to use the List Buckets action in Power Automate
    ✓  How to use the Filter Array action to match form responses
    ✓  How to troubleshoot Filter Array action issues
    ✓  How to use the Condition action to handle bucket creation
    ✓  How to create a new bucket in Microsoft Planner automatically
    ✓  How to use variables to set the Bucket ID dynamically
    ✓  How to assign users to Planner tasks based on form responses
    ✓  How to add multiple users to a task using SharePoint or Excel data
    ✓  How to group actions using the Scope action in Power Automate
    ✓  How to add file attachments to Planner tasks from Microsoft Forms
    ✓  How to parse JSON output for file uploads in Power Automate
    ✓  How to handle empty file uploads in Power Automate
    ✓  How to replace the manual flow trigger with a form submission trigger
     
     
    ----

    When you add attachments to a Planner task from your computer, the files are automatically saved in the Documents document library of the SharePoint site associated with the M365 Group of your plan.

    Instead of downloading email attachments to OneDrive or SharePoint just so you can add them to a Planner Task—automate it. In this Microsoft Power Automate Tutorial—I’m going to show you how build a flow that will take your email attachments and add them to a Planner task. All you need to do is copy a link to a task, forward the email to yourself and the attachments will be saved onto SharePoint and attached to your planner task.

    At the end of the video I’ll show you how to use Trigger Conditions so this automation only runs when specific conditions are met!

    IN THIS VIDEO:
    ✓ How to get the Message ID from an Email
    ✓ How to use the Get an Email (V2) action with a Manual Trigger
    ✓ How to use the split() function to split an email subject line
    ✓ How to use the Scope action to group your actions
    ✓ How to create a folder for email attachments on SharePoint
    ✓ How to use the Get Attachment (V2) action
    ✓ How to create attachment files in SharePoint
    ✓ How to use the Append to Array variable action to collect attachments
    ✓ How to add multiple attachments to a Planner Task
    ✓ How to switch a manual trigger to an automated trigger
    ✓ How to use Trigger Conditions in a when a New Email Arrives Trigger
    ✓ How to trigger your flow when only specific emails arrive
     

     
    Hope this helps!

    Consider giving me a ❤️ if you liked my response!

    👉 Level up your Power Automate skills by checking out my tutorials on YouTube
    👉 Tips and Tricks on TikTok and Instagram
  • Suggested answer
    ScottShearer Profile Picture
    25,270 Most Valuable Professional on at
    I don't believe that you can meet your requirements.  There are only 3 Planner triggers:
    When a task is assigned to me
    When a new task is created
    When a task is completed
     
    Since there is no trigger, I don't see how you will be able to do what you want.
     
    Sorry.....
     
     
    '

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