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When Planner task is complete, add details to a SharePoint list

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Posted on by BThis

For my first Flow, I need to track completed Planner tasks in a SharePoint list. All I want to do is copy the task details including the task, assigned to, notes, labels, date completed, etc. into a SharePoint list. What do I do after "On completion" of a Planner task? If I try to "Get task" it asks for an existing task name, but I want the task that was just completed.

Any help for a flow-building beginner would be appreciated.

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v-bofeng-msft Microsoft Employee on at

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Hi @BThis ,

Please try this trigger,

Best Regards,
Bof

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BThis 22 on at

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Thank you Bof, I started there, but that's as far as I got. The next step, I assume, would be to get the details of the Task. How do you do that? One template goes to SharePoint and "Get Items" but that doesn't make sense since it seems to be getting info from SharePoint, not from Planner. So how do I get all the Planner task details, and then how do I paste them into a SharePoint list?

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BThis 22 on at

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Wow, Bof, I watched the new Power Automate release update and saw the option to use AI to create a flow from a description. I wrote a description and it created almost exactly the flow I needed--Amazing! Except it contains an error and I don't know how to fix it. The "Item/Is Completed" is no longer available. How do I delete that? See below.

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BThis 22 on at

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I tried to create a new flow using the AI bot. The new flow works except that it only copies the title of the Planner Task into SharePoint, not all the task info, which is what I desire.

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BThis 22 on at

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I am still trying to create this flow. Does the trigger "When a Planner Task is completed" copy all the task details? Or do I need to copy them as a separate step? Then, how do I paste all the details into the SharePoint list? Do I need to configure the list to do this, or is it part of the flow to paste them in? Also, I don't see "Notes" as an option to copy. We use the Notes field to copy a link to the SharePoint site for the project, and I want to paste that into the SharePoint list along with all of the other details.

I would love to hear any suggestions for creating a SharePoint list entry including all of the Planner Task details including Title, Date Completed, Assigned to, Notes, Labels, and other info.

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BThis 22 on at

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Please help! I am still trying to create a flow to copy the task details when a Planner Task is completed into a list in SharePoint. The Planner Connector action When a Task is completed, Operation ID OnCompleteTask_V3, returns the response ListTasks_Response_V2. That response is an array of GetTask_Response_V2. That array contains most of the task info, although some key items I need such as Notes and Description are not included.

So, if I start with When a Task is completed, how do I retrieve the array that is in the response, and how do I copy it or move it into a SharePoint list? Once I can get that far, perhaps then I can figure out how to update the SharePoint list entry with the Notes and Description and any other missing elements.
@v-bofeng-msft or anyone else, I would deeply appreciate some guidance or direction as to where I might find these answers.

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v-bofeng-msft Microsoft Employee on at

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Hi @BThis ,

Please try:

Best Regards,

Bof

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BThis 22 on at

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That's helpful, @v-bofeng-msft , but how do I enter the task ID variable in the "Get task details" step? Clicking the field only lists the current tasks. Is there a way to list the variables from the previous step, or code to enter to indicate the flow should use the task ID from the previous step?

Is there a source somewhere where I can look things like this up?

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BThis 22 on at

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I have made more progress using the AI-based method and the steps below. When it runs, it enters the Title of the Planner Task in SharePoint. But that is still the only thing that is entered in the SharePoint list even though all the other information is in the Create Item step. Please tell me, how can I get all that info into the SharePoint list?
Here's the result:

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BThis 22 on at

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I've now progressed my Flow to include nearly all of the items I need in the SharePoint Create Item step, based on columns in the targeted SharePoint list. I assign the appropriate variable to each column, such as Completion Date, Description, AssignedTo Id, etc. Still, the only information the Flow posts in the list is the Description. How do I get the other data to post into the SharePoint list?

And, why is there no source of information on how to accomplish simple things like this? I am a technical writer and would be happy to document this process if I could figure out how to do it. This is very frustrating.

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