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Excel to Planner Using Power Automate - Create Task , Create Checklist, Update Tasks and Checklist

DeepakS Profile Picture Posted by DeepakS 2,301 Most Valuable Professional

Hello,

 

In this video, I will show you how to create Planner Tasks from Excel using Power Automate automatically.

 

You will learn:

  • How to create Tasks from Excel
  • How to create a Checklist from Excel
  • How to update Tasks and Checklists

Reference material:

 

https://docs.microsoft.com/en-us/connectors/planner/

 

Regards,

Deepak Shrivastava

Categories:

Comments

  • Dee12 Profile Picture Dee12 28
    Posted at
    Excel to Planner Using Power Automate - Create Task , Create Checklist, Update Tasks and Checklist

    @DeepakS 

    Thanks for this, this was by far the most helpful guide on how to achieve this. It might be a good idea to update your video as it's missing the key step of the set variable that resets the Checklist Items to null.

    I recreated your flow including the above mentioned part, and my flow was working perfectly fine for months but suddenly stopped working recently despite nothing being changed in it. My flow now seems to throw an error when it reaches the Append to array variable section. I was advised by another user on this forum to use the formula below, which still causes the error intermittently.

    [ 
     { 
     "id": "@{items('Apply_to_each_2')?['Id']}", 
     "title": "@{outputs('Create_a_task')?['body/title']}", 
     "isChecked": "@{if(equals(items('Apply_to_each_2')?['Completed'], 'NO'), false, true)}" 
     } 
    ]

    I still have another issue; my tasks populate correctly including their details, however none of my checklist items get added to the tasks. I don't get any errors indicating the cause of this - any ideas why this may happen and what I should do to fix it?

    I have recreated the entire flow so many times and tested it a huge number of times, but I'm still stuck with the same issue!

  • Community Power Platform Member Profile Picture Community Power Pla...
    Posted at
    Excel to Planner Using Power Automate - Create Task , Create Checklist, Update Tasks and Checklist

    Hello 

     

    thanks for your video, this is very usefull !

     

    I have tried to reproduce your work, it works, but i face some limitation (despite my trial). 

    How to deal with bucket ? update and create tasks on the right bucket, create the bucket if not existing, delete the bucket also. 

     

    I also face an issue on the format of date. When you excel file is done manually, there is no issue. But when you use a query, the format is not recognize in a proper way.

     

    Thanks for your support

  • PaulMathasaran Profile Picture PaulMathasaran 48
    Posted at
    Excel to Planner Using Power Automate - Create Task , Create Checklist, Update Tasks and Checklist

    Hi @DeepakS ,

    Thank you that was really helpful.

    Quick question, is there any way : an excel can get updated once a planner check list is marked completed?