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Power Automate - Building Flows
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Creating a flow that create a planner task (with ALL the info) when a sharepoint list is created.

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Posted on by 12

I'm having trouble just inputting all the information in the Sharepoint List items into Planner with Power Automate. Right now I can only get the basic information like name, description, progress, priority, start date, due date, and person assigned to. My Sharepoint list item has a few more classifications like what type of task it is, and some attachments. I'm stuck on creating a flow that can allow Planner to get all of this info from List. This is kinda complicated because I want these things to be dynamic if anyone edit the item (task type, if anyone edit the description/ add additional comment). It would be great if somehow I can automate separating tasks into Request Type through different colored bubbles or buckets too! Send help pls T-T

This is my Sharepoint list item and its classifications (ignore the name, i was testing smth w special characters):

hi5_0-1720202179130.png

 

And this is my current flow:

hi5_1-1720202272676.png

hi5_2-1720202370827.png

 

This flow is prob rly simple for what I want to do but I'm not sure how to do it. Thank you for your help!

  • Nived_Nambiar Profile Picture
    17,705 Super User 2025 Season 1 on at
    Re: Creating a flow that create a planner task (with ALL the info) when a sharepoint list is created.

    Hi @hi5 

     

    did this helped ?

    Thanks & Regards,

    Nived N 🚀

    LinkedIn: Nived N's LinkedIn
    YouTube: Nived N's YouTube Channel
    Blog: Nived Nambiar's Blogs

    🔍 Found my answer helpful? Please consider marking it as the solution!
    Your appreciation keeps me motivated. Thank you! 🙌

     

  • Nived_Nambiar Profile Picture
    17,705 Super User 2025 Season 1 on at
    Re: Creating a flow that create a planner task (with ALL the info) when a sharepoint list is created.

    Hi @hi5 

     

    The another list was created so that we can map the list item ID to its corresponding task id. Like in the list where tasks will be created/updated in planner for each list item updated/created, so i thought to keep a seperate list for storing list item ID with its task ID. This can be useful when we update a task in planner when list item is updated, using this we can find the id of task corresponding to the list item id value.

     

    I have created a simple list with two columns where one column stores the list item id and other task id.

    Syncing of that list with main list is shown in my flow.

     

     

    Thanks & Regards,

    Nived N 🚀

    LinkedIn: Nived N's LinkedIn
    YouTube: Nived N's YouTube Channel
    Blog: Nived Nambiar's Blogs

    🔍 Found my answer helpful? Please consider marking it as the solution!
    Your appreciation keeps me motivated. Thank you! 🙌

     

  • hi5 Profile Picture
    12 on at
    Re: Creating a flow that create a planner task (with ALL the info) when a sharepoint list is created.

    I read your comment about having another list to put in the task details. Would this just be for getting the taskID of the task or would it include more information about the task? And how did u create this so that it connects/ sync with the main SP List?

  • Nived_Nambiar Profile Picture
    17,705 Super User 2025 Season 1 on at
    Re: Creating a flow that create a planner task (with ALL the info) when a sharepoint list is created.

    Hi @hi5 

     

    sorry for late response !

     

    I have designed the flow which updates the task details based on update in sharepoint list item.

     

    However few things to be considered

    1. I have shown the flow design just to show how to add/update attachments or bucket details as these are issues which u are having now.

     

    Coming to flow design - we need one more list which stores the details of task, it helps to find the task id corresponding to list item id- something like below

    Nived_Nambiar_0-1720579842606.png

     

    Here Title represent the list item ID and other represent task ID.

     

    Let's proceed to flow design 

    1. Trigger the flow when list item is created or modified

    Nived_Nambiar_1-1720581972650.png

     

    2. Initialize an attachments variable of type array (will be using it later)

    Nived_Nambiar_0-1720626114607.png

     

    3. Use list buckets action to list all buckets in specifc plan

    Nived_Nambiar_1-1720626153260.png

     

    4. Use filter array to filter the bucket details present in the list item 

    Nived_Nambiar_2-1720626216459.png

     

    Nived_Nambiar_3-1720626244391.png

     

    Now use a condition to check whether the item is created/modified

    Nived_Nambiar_4-1720626294804.png

     

    If Created date of list item = modified date of list item, it means item is created thus following Yes branch and else it will be modified, which will be No branch

     

    So if the item is created- it will follow Yes branch- for that see the steps 

    a. It will create the task using Create task (preview) action ( see here it updates only required details, you can add the additional details if needed)

    Nived_Nambiar_5-1720626445113.png

     

    Nived_Nambiar_6-1720626480232.png

     

    To add attachments from list item in planner- follow the steps (b-d)

    b. Use get attachments to list all attachments associated with the created list item like below

    Nived_Nambiar_7-1720626616544.png

     

    C.  Use select action to convert the get attachments information to a format so to add attachments within planner 

    Nived_Nambiar_8-1720626692709.png

     

    d. use update task details to add these attachments details in form of references in planner

    Nived_Nambiar_9-1720626749547.png

     

    Nived_Nambiar_10-1720626772324.png

     

    Note that you have to toggle this option in references field to look like above-

    Nived_Nambiar_11-1720626824767.png

     

    e. Once task details are added, use the create item to create item in other list where task details are stored which will be used for when item is modified.

    Nived_Nambiar_12-1720626926969.png

     

    Nived_Nambiar_13-1720626957055.png

     

    No branch - when item is modified.

     

    a. Use get items to get details of task which we are going to update by looking up the list using the list item's ID

    Nived_Nambiar_14-1720627083612.png

     

    b. Use get item to get details of list item details modfiied

    Nived_Nambiar_15-1720627134324.png

     

    c. Here next, use update task to update task details (basically i am updating all fields in task even it is not updated, so just to ensure that everything is updated, else complex logic has to be used)

    Nived_Nambiar_16-1720627261431.png

     

    Expression to find the task id - 

    first(outputs('Get_items')?['body/value'])?['TaskID']
     
    Nived_Nambiar_17-1720627348423.png

     

    Nived_Nambiar_18-1720627370954.png

     

    (Next steps d-g will be used for adding any attachments added in list item as part of modification)

    d. use get attachments action to get list of attachments associated with list item

    Nived_Nambiar_19-1720627482490.png

     

    e. Get details of task so to get its attachments details as well.

    Nived_Nambiar_20-1720627523872.png

     

    Expression - 

    first(outputs('Get_items')?['body/value'])?['TaskID']
     
    f. Next we will loop through list of attachments present in sharepoint list item to check whether any new attachment needs to be added in planner
    Nived_Nambiar_21-1720627613864.png

     

    f.1 - Use filter array to check whether the planner attachments contains the given attachment present in list item 

    Nived_Nambiar_22-1720627709107.png

     

    Nived_Nambiar_23-1720627737297.png

     

    Nived_Nambiar_24-1720627758542.png

     

    f2- If there is no such attachments in planner- , then add its details (display name and resource link ) to attachments array like below

    Nived_Nambiar_25-1720627897559.png

     

     

    g. Use update task details to update the task like below

    Nived_Nambiar_26-1720627946975.png

     

    Expression - 

    first(outputs('Get_items')?['body/value'])?['TaskID']
     
     
    So this is how flow should be designed , in addition you can create another flow which can does the deletion of task items from planner when item in SP is deleted.
     
    Also few limitations i have found out which can't be done normally but via graph api 
    a. when attachment in list item is deleted, we can remove that references details directly using the planner action. we have to go by graph api to do that.
     
     
    Thanks & Regards,

    Nived N 🚀

    LinkedIn: Nived N's LinkedIn
    YouTube: Nived N's YouTube Channel
    Blog: Nived Nambiar's Blogs

    🔍 Found my answer helpful? Please consider marking it as the solution!
    Your appreciation keeps me motivated. Thank you! 🙌


  • Nived_Nambiar Profile Picture
    17,705 Super User 2025 Season 1 on at
    Re: Creating a flow that create a planner task (with ALL the info) when a sharepoint list is created.

    Sure - Thanks for sharing the details- i will design a demo flow which can help to do this 

     

    will update you 🙂

     

    Thanks & Regards,

    Nived N 🚀

    LinkedIn: Nived N's LinkedIn
    YouTube: Nived N's YouTube Channel
    Blog: Nived Nambiar's Blogs

    🔍 Found my answer helpful? Please consider marking it as the solution!
    Your appreciation keeps me motivated. Thank you! 🙌

     

  • hi5 Profile Picture
    12 on at
    Re: Creating a flow that create a planner task (with ALL the info) when a sharepoint list is created.

    The tags are just to classify the items and it would be divided into buckets in planners. Im trying to transfer all the data of all the columns in the List to Planner with Power Automate if that makes sense, but I am struggling a bit. This is the demo planner view

    hi5_0-1720464849364.png

     

  • Nived_Nambiar Profile Picture
    17,705 Super User 2025 Season 1 on at
    Re: Creating a flow that create a planner task (with ALL the info) when a sharepoint list is created.

    May be i am still confused around this ?

    Thanks & Regards,

    Nived N 🚀

    LinkedIn: Nived N's LinkedIn
    YouTube: Nived N's YouTube Channel
    Blog: Nived Nambiar's Blogs

    🔍 Found my answer helpful? Please consider marking it as the solution!
    Your appreciation keeps me motivated. Thank you! 🙌

     

  • hi5 Profile Picture
    12 on at
    Re: Creating a flow that create a planner task (with ALL the info) when a sharepoint list is created.

    Oh for now the tags are just on Sharepoint List. I want to somehow transfer the data to planner with power automate!

  • Nived_Nambiar Profile Picture
    17,705 Super User 2025 Season 1 on at
    Re: Creating a flow that create a planner task (with ALL the info) when a sharepoint list is created.

    Hi @hi5 

     

    did you meant by labels in planner as tags ? i did not see any tags in planner so thought of confirming with you on same ?

     

    Thanks & Regards,

    Nived N 🚀

    LinkedIn: Nived N's LinkedIn
    YouTube: Nived N's YouTube Channel
    Blog: Nived Nambiar's Blogs

    🔍 Found my answer helpful? Please consider marking it as the solution!
    Your appreciation keeps me motivated. Thank you! 🙌

     

  • hi5 Profile Picture
    12 on at
    Re: Creating a flow that create a planner task (with ALL the info) when a sharepoint list is created.

    Request type is just a field in Sharepoint list I created so I can classify and tag the items into different categories. So the List column would be type "Choices". I know you can create tags for items in Planner too but I'm not sure how to connect these 2 with Power Automate ;.;

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