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Power Platform Community / Forums / Power Automate - Building Flows / Move MS Planner Task
Power Automate - Building Flows
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Move MS Planner Task

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Posted on 21 Mar 2025 17:03:59 by Mike44 266
I have a plan in MS Planner with 4 buckets.  They are Caseload, 90 day, 60 day, and 30 day.  Each task has a specific Due Date and is set to Repeat yearly.  What I want to happen is when a task is marked complete it get moved back to the Caseload bucket.  That does happen and I assume because it's set to repeat yearly, a new task is created, but it's still in the former bucket.  For example if the task is in the 30 day bucket and I mark it complete, it gets moved to the Caseload bucket as complete, but a new (duplicate) task is created in the 30 day bucket with the new due date.  How do I get the new one in the Caseload bucket?  Presently I only have 2 steps-
 
1. When a task is completed
2. Update a task (V2) (preview)- the only dynamic content is: Task ID field- id from the trigger output and the bucket id. (see below). 
I thought it might be easier to not have it repeat and for due date to use an expression to set the new date for 1 year from the current due date, but I would need some help with that.  I also worry about leap years.  Open to easiest and best solution.
 
 
Categories:
Business Process Flows
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    Mike44 Profile Picture
    Mike44 266 on 28 Mar 2025 at 14:59:35
    Move MS Planner Task
    Thank you for your reply and attempt to help.  I did solve the problem myself by adding an expression for a new due date.  However, I will try to explain the situation better.
     
    1. My plan has 4 buckets- Caseload, 90 days, 45 days, and 30 days
    2. Each task starts in the Caseload bucket, has a due date, and each is set to repeat yearly.
    3. I have another flow that runs daily and checks to see if the due date is at 90, 45, or 30 days.  If so, it moves it to the respective bucket. (Not really relevant, but I thought I mention.)
    4.  What I wanted to happen:
      1. When a task is marked as complete: I wanted it to be moved back to the Caseload bucket and reset the due date for the next year. Typically, they are sitting in the 30 day bucket when this happens.  (Not calendar year, but plan year).  These are plans we write for individuals on our caseloads.  We write new plans every year; again, not calendar year, but plan year (e.g., could be 6/1/25 to 5/31/26)
      2.  What happened was: as I marked the plan complete, the flow ran, and moved the completed task to the Caseload bucket.  However, I assume, because I had the due date set to repeat yearly, a 'new duplicate' task was created and it's in the 30 day bucket.
    Since I couldn't figure out how to fix that action.  I just turned off the 'repeat yearly' for each task.  I used 'Update a task (v2) to set a new due date using an expression and assigned it to the Caseload bucket. 
    The expression I used is: formatDateTime(addToTime(body('Convert_time_zone'),1,'Year'),'yyyy-MM-ddTHH:mm:ssZ').
     
    Note: the 'List buckets' is not necessary for the flow to succeed, but I left it in case I added new buckets.  It made it easy to get bucket Id's/names
     
    I hope I explained that better.
     
    See below:
     
  • Michael E. Gernaey Profile Picture
    Michael E. Gernaey 41,254 Super User 2025 Season 1 on 27 Mar 2025 at 17:05:15
    Move MS Planner Task
     
    I am not following what you mean by you have it setup to be yearly?
     
    If you are going to create them yourself, what are you using to "automatedly" create them for you?
     
    I honestly do not understand the correlation of you moving it, to it being created. Are you saying no matter what time of year, (even if the task has 345 days before it repeats), you immediately see a duplicate? or that in 345 days you see a duplicate? which to me means you are going to see loads of duplicates because you might complete the same task 50 times.
     
    You said its Complete, but if you move it back, you should set it to be not complete anymore.

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