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Power Platform Community / Forums / Power Automate / Move Planner Tasks fro...
Power Automate
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Move Planner Tasks from one bucket to another

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Posted on by 15

Hi Guys, I have created a flow that creates bulk planner tasks from a SP template under one bucket. Within this flow, I am creating multiple buckets as per business need. What I would achieve is, after these tasks and buckets are created, I want flow to segregate the tasks into the buckets that I have created.

I know flow doesnt have an option to move the buckets right now and for the 'Update Task Details' option, it doesnt give you Bucket field that I can change.

Any ideas how to get this working?

#MicrosoftPlanner #Planner

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  • v-bacao-msft Profile Picture
    Microsoft Employee on at

     

    Hi @Rav_Chadha ,

     

    I suggest you move these tasks directly in the Planner portal which seems more convenient.

     

    There is currently no similar feature in Power Automate to move specified tasks. Planner : Move a task from a bucket to another buc... - Power Platform Community

     

    The method I can currently provide is that you can first use List tasks action to get the specified tasks, and then use Create task action to create new tasks in the specified bucket.

     

    But the previous tasks cannot be deleted, so this is just copying tasks.

     

    In addition, you can check whether the Rest API has a suitable method to meet your needs.

    Use the Planner REST API - Microsoft Graph v1.0 | Microsoft Docs

     

    Best Regards,

  • Verified answer
    Ravneet Profile Picture
    15 on at

    Hi @v-bacao-msft 

     

    I was able to crack this! Yay!!! I created multiple lists in SP and added the tasks in each of them. I then used the same flow to -

    1. Get items from each list

    2. Create a bucket and then

    3. Tasks for the items in that SP list.

     

    This was it created and segregated the tasks in the Planner.

  • MFFranco Profile Picture
    31 on at

    Hello.

     

    I was able to do this quite simply with trigger + 2 actions (currently):

     

    Trigger: When a task is completed --> Get the details of the task the output being the ID of the completed task of the trigger --> Update a task (v2) where we will have the input as the output of previous action, and the change being solely the Bucket ID.

    MFFranco_1-1644576116045.png

     

    To get the bucket ID the easiest way i found was to follow the steps here.

     

    Hope it helps any current searchers out there and perhaps simplifying OP's flow.

  • Ricardinh0 Profile Picture
    34 on at

    I was looking to do this and found a way - provided you know the bucket you want it to go into.

     

    You'll need to know the 'Bucket Id'.

     

    In order to find the bucket Id set a flow that 'Lists Buckets' from a trigger such as 'When a task is complete' for example.

    Run the flow and in the outputs you'll see all the buckets listed by name including the last field which is "id"

     

    Then create the flow you want and using 'Update a task' copy the bucket Id into the field.

     

    Ricardinh0_0-1685643993467.png

     

  • takolota1 Profile Picture
    4,980 Moderator on at

    If anyone is just starting to set things up and wants to routinely do something like move between buckets, I suggest building your tool in a SharePoint list & just using the board view that is very similar to the Planner user interface.

     

    Example that uses the SharePoint board view for a Kanban:

    https://powerusers.microsoft.com/t5/Power-Automate-Cookbook/Project-Tracker-SharePoint-and-Teams/td-p/1788102

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