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Session Id : iA/97SBgaVkBVldnoZxi0c
Power Automate - Building Flows
Answered

Create flow from SharePoint list to Planner tasks

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Posted on 15 Jan 2020 09:56:16 by

Hi,

 

I am having difficulty creating a flow that updates Planner tasks from a sharepoint list.  I want to be able to create a task when an item is created in the list and also update the planner task(s) when an item in Sharepoint is modified.  I can find flows that do some of that but particularly around the updating/modifying i cant find anything that fits.

 

Any help will be appreciated.

  • Verified answer
    fchopo Profile Picture
    7,968 Super User 2025 Season 1 on 21 Jan 2020 at 19:12:08
    Re: Create flow from SharePoint list to Planner tasks

    Hi @AnnaJordan 

     

    If I am right, you need something like this:

    2020-01-21 20_04_07-Window.pngYou have to choose your plan, and create an item on a SharePoint list (I created one called Planner Tasks, which have Title and Due Date columns).

    On the other hand, there is no update task planner trigger action, so you can't update the SharePoint list item when the planner task is updated, unless the task is completed or assigned to the user executing the flow. Currently, Planner trigger actions are the following:

    Triggers.png

    Hope it helps!

    Ferran

  • AnnaJordan Profile Picture
    on 21 Jan 2020 at 09:26:08
    Re: Create flow from SharePoint list to Planner tasks

    @RobElliott Apologies for the confusion, there have been several angles I have explored and perhaps have got confused myself.

    Originally i wanted to be able to show the 'schedule' view of the planner tasks/buckets on a sharepoint page or link an O365 group calendar to planner however that doesn't work therefore i am trying to create a workaround.

    So in essence, I am trying to create flows whereby when a planner task is created it is also created in a sharepoint list, also when the task is updated the entry in the list is updated (i can then show a calendar view on the sharepoint page)

  • RobElliott Profile Picture
    10,134 Super User 2025 Season 1 on 21 Jan 2020 at 09:21:33
    Re: Create flow from SharePoint list to Planner tasks

    Sorry @AnnaJordan but you're confusing us as your posts contradict each other.

    • Your first post said " I want to be able to create a task when an item is created in the list and also update the planner task(s) when an item in Sharepoint is modified."
    • Your most recent post said: "I am trying to create an item in a list when a task is created"

    Which is it?

    Rob
    Los Gallardos

  • AnnaJordan Profile Picture
    on 21 Jan 2020 at 08:46:54
    Re: Create flow from SharePoint list to Planner tasks

    Thank you @fchopo, for your response.  I am trying to create an item in a list when a task is created and then when the task is updated it will update the list item.  Your examples are for the other way round - however again I appreciate your response.

  • v-bacao-msft Profile Picture
    on 16 Jan 2020 at 08:58:49
    Re: Create flow from SharePoint list to Planner tasks

     

    Hi @AnnaJordan ďĽŚ

     

    You need to add a field to the list to record the task id so that when the item is updated, you can use the task id to update the specified task.

     

    After creating a task using Create a task action, use the Update item action to record the task id to the item.

     

    Then create a new Flow to monitor whether the item is updated, use When an item is created or modified as the trigger, and use the task id included in the item to update the specified task.

     

    Hope this helps.

     

    Best Regards,

  • Brad_Groux Profile Picture
    4,556 on 15 Jan 2020 at 10:37:56
    Re: Create flow from SharePoint list to Planner tasks

    The templates provided by @fchopo are a good starting point. From there, you'll want to familiarize yourself with the Get a task, Get task details, Update a task (V2), and Update a task details actions for the Planner connector. Using those, with the SharePoint connector triggers and actions, you can accomplish what you are seeking to do.

    If you could provide an expanded screenshot of your Flow and steps, and of any detailed error messages you're receiving we could likely better assist you. Also, for the best results, you may want to review How to write a good forum post.

    If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up. THANKS!

  • fchopo Profile Picture
    7,968 Super User 2025 Season 1 on 15 Jan 2020 at 10:11:40

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