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Adding Check List to Planner Task via Power Automate

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Posted on by WP-01111439-0

We use power automate to create a list of daily deliverables to a planner board that my team uses. I would like to reduce the overall number of tasks, and have power automate add check lists to larger tasks. Is this possible?

We do it manaully on the front end with a daily task that is created and then refined with a check list, but i cant seem to find the way to systematically have a list added to the task via the power automate creation.

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Business Process Flows

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trice602 10,944 on at

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Adding Check List to Planner Task via Power Automate

Hi,

Yes you can add checklist items to your Planner task, here's the action.

Switch to classic to use this feature, it is not functioning appropriately in the new designer (sometimes).

To show you how this works, I'm going to enter a couple of dummy checklist items, shown below. So, I have added two checklist items and false means unchecked, true means checked.

Now, how you would typically use a checklist in automation is to enter the JSON by switching to text mode, shown below.

So here you can see how easy it would be to add 10 checklist items to a Planner task. Please take important note of the comma inbetween checklist items, no comma at the last checklist item.

Here's my sample JSON to add ten checklist items:

[ { "id": "1", "title": "Update CRM", "isChecked": false }, { "id": "2", "title": "Update Contact Info", "isChecked": false }, { "id": "3", "title": "Update Dynamics", "isChecked": false }, { "id": "4", "title": "Refresh Power BI", "isChecked": false }, { "id": "5", "title": "Send Email to Customer", "isChecked": false }, { "id": "6", "title": "Add to Teams Group", "isChecked": false }, { "id": "7", "title": "Contract Review", "isChecked": false }, { "id": "8", "title": "Get Approval", "isChecked": false }, { "id": "9", "title": "Update Finance Data", "isChecked": false }, { "id": "10", "title": "Manager Signoff", "isChecked": false } ]

Goes without saying, the above checklist titles could also be dynamic from content in your flow. From my experience, most of the checklist items are pretty consistent, based on the task type.

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Tom

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