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Smartsheet Tasks to Microsoft Planner Connection

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Posted on 20 Aug 2024 20:03:19 by MW-20082002-0

I'm looking for help in the best way to connect a PMO Portfolio of Projects in Smartsheets to Microsoft Planner. I want to be able to enable all 'Assigned' rows in each and every project plan to automate into 1 Microsoft Planner carrying over the Project Name, Task Description and Due date. I also want to do the reverse. When a task is marked completed in Planner, I want it to update in Smartsheet.

I've connected Smartsheets with Microsoft Planner using Power Automate but the latest instructions I've found in the community recommendations online aren't detailed enough on how in Smartsheets you can best roll-up the tasks and but then also automate the update back from Microsoft Planner when marked complete.

Anyone have instructions or a resource that can help?

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MW-20082002-0 15 on 24 Feb 2025 at 17:43:48

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Smartsheet Tasks to Microsoft Planner Connection

Thank you, Tom @trice602

I am aware of the triggers and have been able to connect. I'm looking for detailed instructions though for the MS Planner side as well as the Smartsheet side to setup where the tasks roll-up in Smartsheets and can go both directions from MS Planner when needing action and back to Smartsheet to update when completed.
trice602 13,768 Super User 2025 Season 1 on 23 Feb 2025 at 20:03:33

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Smartsheet Tasks to Microsoft Planner Connection

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 13,768 Super User 2025 Season 1 on 23 Feb 2025 at 20:03:03

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Smartsheet Tasks to Microsoft Planner Connection

Hey there!

I am following up on this post smartsheet tasks to microsoft planner connection in this category ai builder from 08/20/2024. 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 8 replies and 3 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 💯💯💯💯💯
trice602 13,768 Super User 2025 Season 1 on 21 Aug 2024 at 05:26:23

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Smartsheet Tasks to Microsoft Planner Connection

Hi,

I'm using Smartsheet and Planner extensively and will give you my best recommendation, even if that's not what you may necessarily want to hear.

Smartsheet has a time and place, largely pre-2017, but doesn't play well with Power Automate. That's the most likely root cause why you don't see a lot of documentation that is helpful. From my experience, it's pretty limited. But in case you haven't seen the triggers and actions, I'm showing them below to give you some ideas.

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⭐ 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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