Add a row and update excel from planner

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Posted on by VolkanEmre

Hi everyone

I would really appreciate it, when you can help me with the following problem:

I want to add a row in an excel table when I create a new task in planner. When I run the flow ragain it should not add a new row, when this task already exists in the excel table.

Furthermore when I update a task in planner it should be updated in the excel table as well without adding a new row.
Another problem is the Checklist. In the picture you can see, that the tasks have always two checklist items. The row in the excel should show me only the checklist item that got choosen.

I have to admit that I am a noob at doing stuff like this. I already tried to watch some tutorials in doing this. But the flow I created is very unstable and has a lot of issues. Thank you for your help

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takolota1 4,857 Super User 2025 Season 1 on at

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Re: Add a row and update excel from planner

@VolkanEmre

If your use-case is leading you to try to sync all of your Planner instance to a spreadsheet or list, then I highly recommend just using the board / kanban-like view in a SharePoint list. It will save a lot of headache.

Here is a template that automatically sets up an Agile project management kanban SP list for you…

https://powerusers.microsoft.com/t5/Power-Automate-Cookbook/Project-Tracker-SharePoint-and-Teams/td-p/1788102