Build Flow to Import to Planner from Excel + Update Excel based on Planner Activity

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Posted on 7 Feb 2020 13:39:06 by HParker

Hi everyone -

Hoping for a bit of direction and help. At the end of the day I'm trying to find a solution that will work for everyone on the team. We have some people who really prefer excel to keep track of their tasks and some (including myself) who prefer planner.

I'm very new to flows, but I have a feeling we could come up with some workarounds to satisfy both groups.

Here's what I'm hoping for:

Automated flow(s) that either runs real time/ scheduled 2-3x per day or is triggered, M-F
Flow to import and update tasks from Excel to Planner and vice versa
Incl Field: Plan, Bucket, Title, Assignment, Progress, Priority, Due Date

As an aside, our team members currently work across multiple plans. If it's possible, I'd like to create one spreadsheet off of which this flow would run.

All the above said, I am so hopeful that someone's run into this before and has a flow that they wouldn't mind sharing my way. It would be amazing.

Thanks

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Answers (1)

MPLekter 17 on 25 May 2023 at 12:00:37

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Re: Build Flow to Import to Planner from Excel + Update Excel based on Planner Activity

Me neither. It seems like a good start, but where's the finish?
kwertan 4 on 17 Aug 2022 at 19:55:45

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Re: Build Flow to Import to Planner from Excel + Update Excel based on Planner Activity

HI- i am also looking to do what the original poster was searching for. I am not understanding how the solution shows how this is automated?
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ChristianAbata 8,949 Most Valuable Professional on 07 Feb 2020 at 18:56:12

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Re: Build Flow to Import to Planner from Excel + Update Excel based on Planner Activity

Hi @HParker
Maybe yoy need someting like this.
So you can decide when run the flow with a schedule conector, and then get all task in excel to create task in planner.