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Reuse of a Form in a Planner task?

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Posted on by Community Power Pla... Microsoft Employee

Hello, All,

My first attempt to see if there are any pointers or directions to follow with a small project I'm working on using MS Forms, Lists, and a Teams-Planner connection in order to collect user requests along with an agent's/responder's inputs. I have searched many forums and tip sites for assistance, but so far I've not found any useful ideas.

General Flow:

A user will submit a completed request, a MS Form, where the details are collected on a List. From this List, an often-used process of adding a task to a Teams planner has been verified operational. But, the twist I'm checking on is if it is possible to attach another MS Form to the Task for the responder to complete during this next phase.

Is there a step I can take after the Create task #4 to either attach a form or provide directions for the next party which will also be recorded back onto the related List item? To be clear, I am not looking to attach any documents to the Form(s). Perhaps, there is an alternative messaging/tracking system besides Planner to use for this purpose?

All thoughts and suggestions are welcome. I appreciate your time and support here!

Thank you,

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Building flows

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schwibach 2 Moderator on at

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You could use adaptive cards and attach those to teams messages or emails.
There you will also get structured input and you can add dynamic content (which you cannot do in forms).

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Community Power Pla... Microsoft Employee on at

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Thank you schwibach for the suggestion of incorporating adaptive cards as I see now their benefits over the Forms limitations! I'll update this post once a clear and functional path has been found.

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Community Power Pla... Microsoft Employee on at

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Now, I'm at the junction between the assistance requestors (outside of the Teams environment - Forms>Lists) and the request reviewers (inside the Teams environment - Planner Task>Power Apps). There are two operational flows, one from the Form to Lists to Planner, and the other from a Power app to the List. There looks to be two diverging possibilities moving forward with connecting the two flows: Attach an app or add a Checklist to the Task in Planner to update the associated List item.
The first possibility of creating an app to update the Lists works, but I've not found a way to reference or tie it to the related Planner Task - how to give the Reviewers access quickly and efficiently? The second possibility of updating a Task's checklist with a way modify the List item seems unlikely so far:
Followed by
If there is a different step available to provide the same or a similar outcome, please add a response back!

Thank you!

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