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How to send email digest of all pending tasks per bucket twice a week

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Posted on by Community Power Pla...

Hi! I am new to Flows and would like to know how I can use flow to send an email digest containg a summary of all pending tasks of all users per bucket in Planner. I have searched available templates and found the ff:

Send daily email summary of tasks in planner (regardless if completed or not)
Send email digest of pending tasks per user (can be scheduled)

What I would essentially want to do is combine both: send a scheduled digest (twice a week) containing only the pending tasks per bucket. Each team is assigned their own bucket and I would like my flow to check each bucket, list all the pending tasks, note who these tasks are assigned to & the due date and send this as an email to an email address that I will define.

Thank you very much!

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v-yamao-msft on at

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Re: How to send email digest of all pending tasks per bucket twice a week

Hi @Anonymous ,

You need to add the Filter array action directly after the Append to string variable, then modify the following actions to select value from Filter array instead of List tasks.

I have tested with the following configuration, which is working properly.

Further, you also need to add another action Get user profile to return email address.

Best regards,

Mabel
Community Power Pla... on at

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Re: How to send email digest of all pending tasks per bucket twice a week

@v-yamao-msft wrote:
Hi @Anonymous ,

I assume that the following template “Create a daily summary of Planner Tasks by Bucket” could be a reference:
https://asia.flow.microsoft.com/en-us/galleries/public/templates/df5797658f954281b54bad8bf9cc8246/create-a-daily-summary-of-planner-tasks-by-bucket/

Further, if you want to contain only pending tasks, you need to add a Filter array action to filter out tasks that are not completed.

Please take a try with it on your side.

Best regards,
Mabel

Hi @v-yamao-msft,

Thank you for your suggestion. I have tried using that template as reference but pretty bummed on where to put my filter to exclude those tasks with 100% completion

I am pretty sure I should put it before I append my array variables but I'm not sure exactly where?

I am also having difficulties finding the values where tasks are assigned to in Planner. All I can see is the Assigned To User Id which just returns encrypted data when I run my flow 😞

Hope someone can enlighten this Flow newbie. Thanks!
v-yamao-msft on at

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Re: How to send email digest of all pending tasks per bucket twice a week

Hi @Anonymous ,

I assume that the following template “Create a daily summary of Planner Tasks by Bucket” could be a reference:

https://asia.flow.microsoft.com/en-us/galleries/public/templates/df5797658f954281b54bad8bf9cc8246/create-a-daily-summary-of-planner-tasks-by-bucket/

Further, if you want to contain only pending tasks, you need to add a Filter array action to filter out tasks that are not completed.

Please take a try with it on your side.

Best regards,

Mabel