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Create flow from SharePoint list to Planner tasks

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Posted on by AnnaJordan

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.

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Building flows

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fchopo 8,003 Moderator on at

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Hi @AnnaJordan

Have a look at this samples:
Create Planner Tasks from New SharePoint List Item
On new SharePoint items create Planner task and assign to creator
Select SharePoint list item and create new planner task with assigned to option
Hope it helps!
Ferran

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Brad_Groux 4,556 on at

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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!

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v-bacao-msft on at

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Hi @AnnaJordan ，

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,

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AnnaJordan on at

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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.

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RobElliott 10,323 Super User 2025 Season 2 on at

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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

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AnnaJordan on at

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@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)

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fchopo 8,003 Moderator on at

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Hi @AnnaJordan

If I am right, you need something like this:
You 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:
Hope it helps!
Ferran

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