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Session Id : qiom877R2oO0OpvXWXzont
Power Automate - Building Flows
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How to import an Excel spreadsheet into the planner with Power Automate?

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Posted on 20 Feb 2024 18:46:01 by 11

In short, I'm convinced that it's better to use MS Planner than to continue using ASANA, the people where I work don't use it, and I want to cut costs.

However, they have something that has a lot of information in ASANA, and it would be possible to take everything to the planner, or even another tool, I saw that there is a flow called "Create a Planner task and send email for a selected row in Excel (Business)" so I'm trying to use it, but I'm not sure if this is the best solution.

What do you think and what tips can you give me for this migration?

Thanks!

  • Verified answer
    creativeopinion Profile Picture
    10,406 Super User 2025 Season 1 on 20 Feb 2024 at 19:12:44
    Re: How to import an Excel spreadsheet into the planner with Power Automate?

    @Fernando_1991 You might find this YT Tutorial Helpful: ️Automate Microsoft Planner Tasks: Create Tasks from SharePoint & Excel in Minutes

     

    Do you want to quickly create tasks in Microsoft Planner from a SharePoint list or an Excel table? In this Microsoft Power Automate tutorial I’ll show you how to build a flow that will:

    ️ Create a task in Planner for each of your SharePoint list items

    ️ Create a flow that will trigger each time a new SharePoint list item is created

    ️ Create a tasks in Planner from an Excel Table

    ️ Add a description to your tasks

     

    IN THIS VIDEO:

      How to bulk create Planner tasks from a SharePoint List

      How to use the Get Items action with a filter query

      Tips on creating a fast flow while building and testing

      How to create a string of email addresses from a multi-person choice column

      How to dynamically select a bucket in the Create a Task action

      How to use the Filter Array action

      How to use the Condition action

      How to use the Create a Task action

      How to automatically create a Planner task when a new SharePoint list item is created

      How to bulk create Planner tasks from an Excel Table

      How to add a task description to a Planner Task

     

    Hope this helps!


    If I helped you solve your problem—please mark my post as a solution .
    Consider giving me a 👍 if you liked my response! If you're feeling generous— ️  Buy me a coffee: https://www.buymeacoffee.com/acreativeopinion

    👉 Watch my tutorials on YouTube
    👉 Tips and Tricks on TikTok
     

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