Creating Planner Tasks From a Sharepoint List

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Posted on 29 May 2024 14:28:59 by BrianM

I have a standard list of tasks that need to be completed for a certain event that happens multiple times in a year. I have added all of these tasks into a SharePoint list. I created a form that someone would use to collect the date of the event and trigger the flow to start. I have been able to get the flow to create the tasks in the planner from the list.

Here is what I am trying to do.

1. User enters the date of the event on the form.

2. Create a new bucket in the planner for the event based on the form response

3. Add the tasks to the new bucket, bring in in the task title, description and set the task due date based on a column in the list showing how far ahead of the event the task must be completed.

I am able to have it create a new bucket, but was unable to select it to put the new tasks in it. The new tasks came into a generic bucket in the planner tasks and did not bring in the description or the due date.

Any help is appreciated.

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BrianM 2 on 29 May 2024 at 15:35:22

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Re: Creating Planner Tasks From a Sharepoint List

The flow creates the bucket as I intended.
The flow will create the tasks in a generic bucket as long as I do not specify the newly created bucket under the "Bucket ID" option inside the Create a Task block. If I specify the new bucket, the flow fails.

I tried using the addDays formula in the Create a Task block, using the date entered into the initial form and the column from the SharePoint list showing the number of days ahead it needs to be completed (this column is showing a negative number for tasks that need to be completed before the event date and positive numbers for the tasks that need to be completed after the event date). Doing this causes the flow to fail.