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Power Platform Community / Forums / Power Automate / Project task creation,...
Power Automate
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Project task creation, status update by performer and request for approval flows

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Hello All, 

I ma trying to build the planner task flow using sharepoint task list information.

 

below are the  condition for  flow, i have completed  the partially but stuck now and  existing flow is also not working, 

please support to complete the flow. I am not able to add images for my existing flow

 Task list available on share point  with columns

 

  1. Task No- custom (not significant in planner task but  can be used for filtering, as it is unique task ID but not a planner task ID )
  2. Phase – new  task need to be  created in bucket with the name of  phase assigned  in list (phase from list  and  bucket list  must be  match)
  3. Phase ID – it is bucket ID could be update in share  point list  before creation of task (optional)
  4. Task Completion criteria  and  Title 1 both the  column have same purpose  difference  is in ‘Tital1’ task no linked with  â€˜Task Completion criteria ’ for  easy identification (due to limitation of  custom field in planner task)
  5. Start date – Start date in planner task
  6. Complication date – Due data in planner task
  7. Task status by default-  â€˜Nat launched’ in SharePoint list
    1. Not started
    2. In progress
    3. Completed
    4. Preformed / or pending for approval

       We  have only three status in Planner task

      1. Performer  name /Email ID
      2. Approval Email ID
      3. Approval Response

         

        Required flow

        Stage 1-

        SharePoint list will be  created  manually imported from excel  with all information and schedule

         

        Automated  flow need to run for

        Check the  condition to create  the  task all condition need to match.

        1. Check for start date < (today +7 day) if date  match the criteria create  the task
        2. Check for duplicate task if task already created  should not be create duplicate task on next run.

           

          Stage -2

          Once task created, need to update status in SharePoint list, and any change in task status (addition of  comment or  status change)

           

          STAGE-3

                          Once  the  task completed by performer, need to launch approval flow for same task

                          Based on approval response

          1. Approved – change the task status ‘closed’ and update  the in SharePoint list
          2. Rejected – change the task status to ‘In- progress’

             In both the cases approval comment need to be reflect in task or in sharepoint list

                           

             

             

             

             

             

             

             

             

             

             

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