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Creating a Planner Task from Milestone Project Work Item.

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Posted on by bdb5424

I am having trouble creating a flow that would create a task in planner when aa new work item is created in a Milestone Project. Does any one have any insight into creating that flow/connection?

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Sutherland Microsoft Employee on at

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Hello Bdb,

What's u Project 'New Iteam' mean? All the triggers from MS project has been listed as below. You could use below trigger to create task in planner.

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bdb5424 10 on at

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I'm using Microsoft Milestone in Microsoft Teams not projects. I want a planner task to be created when i create a work item like on the second screenshot.

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Community Power Pla... Microsoft Employee on at

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Any luck @bdb5424? I am trying to do the same.

I found this ( https://powerusers.microsoft.com/t5/Building-Power-Apps/Connecting-Milestones-with-Planner/td-p/958557 ) which should help you too. Basically, create a temporary button and assign a PowerApp > Create a Task (Flow) which is easy enough but now stuck trying to figure out what to put into OnSelect after .Run( ... my best guess is adding input from the other OnSelect VB such as Title, Assign to, and Target date?!! Maybe description too.

Scratching my head why they didn't make this "standard" - Milestones looks like a great "app" and a lot of potential, its currently lacking Tasks in place of Work Items though...

Cheers!

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bdb5424 10 on at

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That is where I am stuck as well. I really wish they would create an automation template for this.

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DamoBird365 8,942 Microsoft Employee on at

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Hi there all @bdb5424 @Anonymous, there isn't really a need for power automate here. Power Apps can access the planner connector directly and you can therefore create a task straight from the App.

I have just inserted a task direct from a new item as follows:

In order to do this, edit the Power App from within Teams (Power Apps app). Search for and add the planner connector:

Navigate to the create button of the new work item screen and add a call to planner.creattaskv4 as follows:

Here is a very basic example expression:

Planner.CreateTaskV4("d53b0c54-44cb-47c0-aec2-adc7a9f81758","i3wrx3DH-02sFBH13CJnGZcAHLpa",txtAddWorkItemName.Text,{startDateTime:Today(), dueDateTime:datAddWorkItemTargetDate.Value,assignments:"damien@abdndamodev.onmicrosoft.com"});

Note that the planner group id and plan id can be eaily retrieved from the url of the planner online:

Please let me know how you get on - looks like a fun addition.

Please consider accepting my answer as a solution if it helps to solve your problem.

Cheers
Damien

Please take a look and subscribe to my YouTube Channel for more Power Platform ideas and concepts, or take a look at my website. Thanks

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Community Power Pla... Microsoft Employee on at

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@DamoBird365 - you legend! 🙂 ... it really was as simple as that, thank you! The irony here is I want to learn more about PowerApps/Power Automate but to do that need to tame chaos / simplify productivity to free up the time using combination of Outlook, OneNote, Teams, Planner, "To Do" mobile app - and now in the mix, (modified) "Milestones". This will combo will eliminate looking or trying to remember things = more time to learn Power Apps/Power Automate!!! 🙂

Also fyi - the result of your instructions above resulted in Task being created in "No bucket". So, if possible - any chance you can let us know how to further modify it so the "Assigned To" selection item from the existing work-item "Form" so is the selected project member? And one minor detail, the "Description" on the work-item form, didn't come through and add to the "Notes" section of the Task. No big deal with either but again, would be really nice and "done".

Will definitely be subscribe to your youtube channel and checking out your website asap!

Thank you!!!!

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DamoBird365 8,942 Microsoft Employee on at

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Hi @Anonymous

I have a video on importing planner tasks via an excel template. Might help understand the bucket thing. I think the record of parameters in the example I gave you can include bucketid and assignee. Worth checking and experimenting. Keep me posted 👍

Damien

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bdb5424 10 on at

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You are the bomb.com. That formula worked. I'm having trouble grabbing the category for the planner bucket and priority from the data entered into the work item as well @Anonymous

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Community Power Pla... Microsoft Employee on at

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Me too @bdb5424 but will chip away at the next “bits” and circle back with an update: Assign to selected member, Description to Task “Notes” and also… after testing I’m finding its a bit “sensitive” - if you return to a Work Item and “accidentally” click Done, creates duplicate Task… as well, the records aren’t dynamic i.e. modify existing Work Item, and clicking “Done” just creates new Task (although not Cancel), also, Work Item modification doesn’t update existing Task, just creates another Task with same name etc so you need to delete the previous Task. And in reverse, if you modify the Task such as Due Date or mark it as Complete - it doesn’t get picked up by the originating Work Item… still, just the Task creation off the Work Item creation is a god-send IMO and the “issues” I list above are a good starting point, challenges to take on, figure out and learn 🙂

I hope to follow up with an update soon…

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DamoBird365 8,942 Microsoft Employee on at

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Morning,

My bad about the duplicates and not explaining it fully. There is logic on that button to update or create. Move the expression to the create logic and it will only ever create one.

Regarding the bucket id, if you get stuck. Give me a nudge and I will take a better look.

Damien

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