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Update rows in Excel when tasks are completed in planner

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Posted on by Community Power Pla... Microsoft Employee

Hello all,

I recently started using the 'Planner' module within Teams to assign tasks associated with new product development projects. I have 55 tasks per project and 23 of these projects.

I want to create an Excel document summarizing the status of all these 55*23 tasks. I want this document to automatically update each time someone makes an update to a task. From my research it appears 'Flow' can make this happen. I have been messing with some of the existing templates avaliable in flow but none of them are working as intended.

I am looking for guidance on this issue. Does anyone have experience with performing operations like these using Flow? Any help will be greatly appreciated.

Thanks,

Harsha

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Building flows

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v-bacao-msft Microsoft Employee on at

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Hi @Anonymous ,

You need to create a field in the Excel table to store the task id.

And use When a task is completed as a trigger.

Then configure the Update a row action, set the TaskID as the key column and configure the fields you want to update.

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Best Regards,

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Community Power Pla... Microsoft Employee on at

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I tried your solution but it did not work. Can you share a couple of screenshots on how to setup the Excel table?

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v-bacao-msft Microsoft Employee on at

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Hi @Anonymous ,

You could select the range first, then click Format as Table to create the Table, create the corresponding column, and save the file to OneDrive or SharePoint Library.

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Best Regards,

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takolota1 4,978 Moderator on at

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@Anonymous

It may be easier to use a more comprehensive template like this so you aren’t constantly syncing things between tools…

Free for any licensed Office365 organizations, this SharePoint & Teams template makes one source of truth for a project log, kanbans, GANTTs, workload trackers, & update notifications:
https://powerusers.microsoft.com/t5/Power-Automate-Cookbook/Project-Tracker-SharePoint-and-Teams/td-p/1788102

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storere 41 on at

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Hiv-bacao-msft

Can I ask for some further help please?

The suggestion you have made below to use the task Id isn't going to work for me since that data point is not captured on the excel file.

I'm building a cloud flow triggered by a form submission.

First a task is created in Planner, then once the task is completed it records the timestamp on the excel file.

Unfortunately, I mist not be effectively referencing which task I want to record the timestamp for because as soon as any ask is marked complete in Planner, all outstanding tasks on the excel file record the same time.

Hoping you (or anyone) can help,

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