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Power Platform Community / Forums / Power Automate / Copy a new Planner tas...
Power Automate
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Copy a new Planner task to a Microsoft Outlook task

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Posted on by 25

When a new task is created in Planner, I would like to have a task created in Outlook that also contains details of the task in Planner.
Currently, when a new task is created in Planner, the title, the assigned person and the due date are entered in the dialog. After that you should click on the "Create task" button.
At this point, the dialog does not allow you to enter notes, set the start date or enter tags. This can be done only after the task has been created by clicking the "Create task" button.
But PowerAutomate creates the task for Outlook the moment I clicked on "Create task". So for the Outlook task much "too early", because the details are not yet entered in the task.
Actually, the creation of the task in Outlook should be created after a time delay. First the details should be entered and then the task should be created for Outlook. Otherwise all details from the task in Planner are missing in the task in Outlook and is therefore unusable.

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  • v-jefferni Profile Picture
    Microsoft Employee on at

    Hi @Chef ,

     

    I understand your concern. There need be a trigger like "When a task is modified" for Planner IMO. You could suggest an idea in the Idea Forum or vote for a relative idea:

    Search - Power Platform Community (microsoft.com)

     

    For your circumstance, you could build the flow like below:

    vjefferni_0-1628762107698.png

     

    Hope this helps.

     

    Best regards,

    Community Support Team _ Jeffer Ni
    If this post helps, then please consider Accept it as the solution to help the other members find it.

  • Chef Profile Picture
    25 on at

    Good Mornig,

    first of all... Thanks for your fast help...!

    To avoid misunderstanding...

    Did you mean this Outlook365 "event" ?

    Chef_0-1628834817435.png

     

    I am not sure cause I would have expected something with "task" and not "event"?
    And if i choosed the right one here... Do i have to create a calendar for those temporary "events"?

     

  • v-jefferni Profile Picture
    Microsoft Employee on at

    Hi @Chef ,

     

    Sorry it's my bad, I thought you were wanting to copy planner tasks to O365 events. It should be Outlook tasks:

    vjefferni_0-1628836176742.png

     

    Best regards,

    Community Support Team _ Jeffer Ni
    If this post helps, then please consider Accept it as the solution to help the other members find it.

     

  • Chef Profile Picture
    25 on at

    Hej _Jeffer Ni,

    thanks again... I am now a bit further, but I am currently not clear how to enter "Get task" under the card. Can you possibly enter an example there in the submenu and put up a screenshot so that I can see how to take over the task from the first position in the flow?

  • v-jefferni Profile Picture
    Microsoft Employee on at

    Hi @Chef ,

     

    You could click on "Add dynamic content" and find the task ID:

    vjefferni_0-1628838605201.png

     

    Hope this helps.

     

    Best regards,

    Community Support Team _ Jeffer Ni
    If this post helps, then please consider Accept it as the solution to help the other members find it.

  • Chef Profile Picture
    25 on at

    Hej again,

    yes, helps very much...

    The flow works with an error in my last step... and i don´t know why.... 🤔 Maybe you?

    Chef_0-1628843549061.png

     

    Chef_1-1628843672684.png

     

  • Verified answer
    Chef Profile Picture
    25 on at

    ok, seems that i choosed the wrong Taskitem... I modified and now it runs without a failure...

    Chef_2-1628844569315.png

     

    Thanks for your help again...

    Have a great day and stay healthy...

    Regards

    Rolf

     

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