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Session Id : iO8dFq8R+Pthg3Z29X+q2r
Power Automate - Building Flows
Suggested answer

Adding Check List to Planner Task via Power Automate

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Posted on 1 Nov 2024 14:42:00 by 2
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.
  • trice602 Profile Picture
    13,768 Super User 2025 Season 1 on 23 Feb 2025 at 21:21:50
    Adding Check List to Planner Task via Power Automate
    If I can help with anything else please let me know or tag me in a future post, I enjoy reading and answering questions.  Always glad to help!  Tom 💯💯💯💯💯
  • trice602 Profile Picture
    13,768 Super User 2025 Season 1 on 23 Feb 2025 at 21:21:19
    Adding Check List to Planner Task via Power Automate
    Hey there!
     
    I am following up on this post adding check list to planner task via power automate in this category building flows from 11/01/2024.  I know the post is a little older, but it is a common question here so wanted to take a moment and follow-up. I see there have been 1 replies and 1 likes and asking if your question has been answered.  If so, please help the community out by completing one or more of the following actions!  Thanks in advance!
     
    Easy as 1-2-3 ‼️💯⭐😎🆒🙏
     
    1) Mark a reply as a verified answer - this is essential, and it helps others with the same general question find this thread. ✅
    2) You can also mark one of more replies as a verified answer.  Please take a moment and give the author credit for volunteering their time. ✌️
    3) Like one or more replies.  Kudos always greatly appreciated! 👍
     
    Pro tip:  if you found your own solution or workaround, feel free to add a reply to your own post and mark it as the solution too!  The goal is to get this thread marked with a verified answer by anyone that finds one or more replies helpful!
     
    Again, thanks in advance for reading and responding, always glad to help!  Tom 💯💯💯💯💯
  • Suggested answer
    trice602 Profile Picture
    13,768 Super User 2025 Season 1 on 01 Nov 2024 at 16:55:23
    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.
     
    ------------------------------------------------


    If this was helpful, please like and/or mark as a verified answer to help others find this too!


    Always glad to help! 💯💯💯💯💯

    Tom 

    Follow me on LinkedIn - Thomas Rice, PMP | LinkedIn

     


     

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