Query on Planner tasks

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Posted on by maxwell.2k19

Hi Everyone,

I would like to use Power Automate to automatically create tasks in Microsoft Planner to help organize and track my work. I currently have a Microsoft 365 E5 license.

My requirement is:

Trigger: Email received in Outlook
Action: Create a task in Microsoft Planner

In other words, I would like to automate the creation of Planner tasks from incoming emails.

Could someone please guide me on how to achieve this?

I also have the following questions:

Does creating Planner tasks from Outlook emails using Power Automate require a Power Automate Premium license?
If I only use standard Microsoft 365 connectors such as Outlook and Planner, can this be accomplished with a standard Microsoft 365 E5 license?
Are there any limitations, licensing considerations, or best practices I should be aware of when using Power Automate with Planner in this scenario?

Any guidance or examples would be greatly appreciated.

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Riyaz_riz11 4,191 Super User 2026 Season 1 on at

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Hi,

Create an Automated Cloud Flow

Trigger: When a new email arrives (V3) (Outlook).

Optionally add conditions to filter emails by sender, subject, or folder.

Create a Planner Task
Add the Create a task action Microsoft Planner.
Set:
Task Title = Email Subject
Description = Email Body
Assign to a Plan and Bucket

Add Extra Details Optional if required you can add

Use Update task details to include:
Email link, Due date, Priority, Attachments information, Licensing

Note: No Power Automate Premium license is required.
Outlook and Planner are standard Microsoft 365 connectors and are included with your Microsoft 365 E5 license.

If I have answered your question, please mark it as the preferred solution ✅ . If you like my response, please give it a Thumbs Up 👍.
Regards,
Riyaz

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Valantis 6,282 on at

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Hi @maxwell.2k19

No Premium license needed. Both Office 365 Outlook and Microsoft Planner are standard connectors included with your M365 E5 license.

Quick setup:
1. Go to make.powerautomate.com > Create > Automated cloud flow
2. Trigger: When a new email arrives (V3)
3. Add filters if needed (e.g. specific folder or subject keyword)
4. Action: Create a task (Planner) map Subject to task title, Body to description
5. Action: Update task details add the email link in the Notes field so you can trace back to the original email

One thing to be aware of: if you want tasks created only for specific emails (not every email), add a Condition step after the trigger to filter by subject keywords, sender, or folder before the Planner action.

Best regards,

Valantis

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11manish 2,816 on at

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Yes, you can automatically create Microsoft Planner tasks from Outlook emails using Power Automate.

No, this scenario does not require a Power Automate Premium license because Outlook and Planner are standard Microsoft 365 connectors.

Yes, a standard Microsoft 365 E5 license is typically sufficient.

Best practices include filtering emails before task creation, preventing duplicates, and storing email details in the Planner task for traceability.

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chiaraalina 2,318 Super User 2026 Season 1 on at

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Hi @maxwell.2k19

Go to https://make.powerautomate.com/.

Under My Flows create a new Automated cloud flow.

The Planner “Create a task” action in Power Automate does not include a Description/Notes field by design. So if you need Description field as well, you must use a separate “Update task details” action after creating the task.

Outlook’s email body tends to be HTML-formatted, which won’t display cleanly in a Planner task’s description (Planner’s notes field doesn’t render HTML; it will show raw tags).

So what I do I add HTML to Text step.

Hope it helps!

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