Microsoft Power Automate template
Create and assign a Planner Task
By Microsoft
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Power Automate create a task in Microsoft Planner
As we know, Power Automate has so many different ways to trigger and run the flow. In this Microsoft Power Automate Tutorial , we will learn what is Microsoft Planner , how to create a planner task using Microsoft Planner .
Also, we will discuss how to create a planner task from an email , how to send an email when a Planner task is assigned to me , how to send an email when a planner task arrives due date in Power Automate .
Also, we will cover the below topics by using various scenarios:
Power Automate send Teams notifications when a task completed in Planner
Microsoft flow to send teams notifications when a task is created in planner, power automate send an email when planner task is completed, microsoft planner: send an email and create task, create a task in planner when a file is created in sharepoint, using microsoft power automate to connect forms and planner, automatically create planner task from excel.
- Power Automate create planner task with notes
- Power Automate planner update task details
- Power Automate create a task in microsoft planner show on card
- Power Automate create a task in microsoft planner bucket id
- Power Automate create planner task from sharepoint list
- Power Automate create a task in microsoft planner attachment
- Power Automate create a task in microsoft planner assign
- Power Automate create a task in microsoft planner from teams
- Power Automate create a task in Microsoft planner copy
- Power Automate create a task in microsoft planner delete
- Power Automate create a task in Microsoft planner recurring
- Power Automate create a task in microsoft planner selected file
- Power Automate create a task in microsoft planner link with examples
- Power Automate create a task in Microsoft planner check if
- Power Automate create a task in microsoft planner by title with examples
Table of Contents
What is Microsoft Planner
Microsoft provides us with an environment named Microsoft Planner that allows us to create plans, assign tasks, chat about tasks, and see the task progress.
Next, we will see how to create a new plan on Microsoft planner.
Steps to create Microsoft Planner
We can create the Microsoft planner by using the below steps::
- On Sharepoint environment, click on Applications (Left navigation) > Planner .
2. Select this Planner application. It will open the planner environment where you can create plans, assign plans to someone, and so on.
3. Click on +New plan to create a plan or task. Then press on the create a plan. It will create a plan on the Microsoft planner.
This is how to create a new plan on Microsoft planner manually .
Read: Power Automate flow with Microsoft teams
Create a Planner task using Power Automate
Before starting all these above topics, we will see how to create a task in Microsoft planner using Power Automate (login with ur tenant ID or Microsoft User ID).
Let’s create a button flow to create a task in the Microsoft planner. On Power Automate, click on + Create > Instant cloud flow.
Next, select the trigger ‘ Manually trigger a flow ‘ > Create . Also, you can give a name to the flow.
It will trigger the flow manually. Then click on the +New step to add an action.
Next, search the action ‘ create a task ‘ under the Planner connector.
It will ask to set all the below properties:
- Group Id – Set the group to retriev the plan
- Plan Id – Set the plan for the new task
- Title – Set the title of the new task
- Bucket Id – Choose the bucket to place this task in.
Let’s Save the flow and test it manually. We can it will create a new task on the Microsoft Planner.
This is how to create Tasks in Microsoft Planner using Microsoft Flow .
Also, check out this article: Power Automate Copy Folders + 10 Examples
Microsoft flow create planner task from email
Here we will see how to create a task in Microsoft Planner when an email arrives via Outlook. Let’s create an automated flow on Power Automate, that will create a task automatically when an email arrives at your Outlook’s inbox.
On Power Automate, click on +Create > Automated cloud flow > Select the trigger ‘ When a new email arrives (V3) ‘ > Create . Also, give a name to the flow.
It will create the flow that will trigger when an email arrives. Now we will select the folder to where the new email will arrive. Click on Show picker > select Inbox.
Next, click on the +New step to add logical action to the flow. Then we will add an action that will create a task automatically in the Microsoft Planner.
Click on + New step > Create a task (under Planner connector). Then provides the Group Id, Plan Id, Title, Bucket Id .
Let’s Save the flow and test it manually. Then for testing purposes, you send an email to us from another user Id.
We can see a new task in the Microsoft Planner like below:
This is how to create a planner task from email using automated flow .
Read: Power Automate Copy Files + 21 Examples
Power Automate send an email when a Planner task is assigned to me
Here we will see how to send an email notification when a planner task is assigned to me. Let’s create an automated flow to implement this.
On Power Automate, click on +Create > Automated cloud flow > Select the trigger ‘ When a task is assigned to me ‘ > Create.
Now it will create the flow that will trigger when a task is assigned to me. Then click on the + New step to add a new action ‘ Send me an email Notification ‘.
Then set the below properties to activate the action:
- Subject – Set a subject to the email
- Body – specify the body of the email using dynamic content.
Now we will save the flow and test it manually. Let’s assign a task to yourself.
We can see it will send an email notification about the planner tasks via Outlook.
This is how to send an email when a Planner task is assigned to me using Power Automate .
Also read: Power Automate Create PDF + 11 Examples
Microsoft Flow send an email when a planner task arrive due date
Now we will see how to create a planner task when an email arrives and also we will see how to update the due date in the planner task.
For example, when an email arrives it will create a task. Also, when we will insert a start date it will automatically update the due date in the Microsoft planner.
Let’s create an automated flow to implement this. On Power Automate, click on +Create > Automated cloud flow > Select the trigger ‘ When a new email arrives (V3 )’. Select the folder for emails i.e. Inbox.
Then we will click on the + symbol or click on the + New step to add an action that will create a task in the planner.
Click on +New step > Create a task. Here we will provide the Group Id, Plan Id, Title, Bucket Id.
And set the Received Time (from dynamic content) as the Start Date-Time , and in the Due Date Time , we will add an expression that will add 5 days in the start date-time. This due date-time will update automatically in the planner once the email arrives.
Now our flow is ready to run. Let’s save the flow and test it manually. Send an email to yourself.
Then we can see our flow ran successfully. That means it update the due date in the task planner.
Let’s check in the planner, and we can see a new task is created with the start date and due date(calculated from the start date).
This is how to create a Planner Plan with calculated due dates using flow .
Also, refer to this post: Power Automate dynamic content [Complete tutorial]
In this example, we will see how to send a team notification when a task is completed in the Microsoft planner.
Let’s create an automated flow that will trigger when the task is completed in the Microsoft planner.
On Power Automate, click on My flow > +New flow> Automated cloud flow.
Then select the trigger ‘ When a task is completed ‘ > Create.
Then provide the Group Id and Plan Id to fetch the data from the planner.
Next, we will add an action that will post the message to the Microsoft team once the task is completed.
Click on +New step or + symbol > Select the action ‘ Post a message (V3) ‘ under the Microsoft Team connector. Here we will provide the Team , Channel , Message (using dynamic content from the trigger), Subject .
Now we will save the flow and select to test it manually. Let’s complete a task in the Planner.
We can see it will send a notification about the completed task in the Microsoft team:
This is how to send Teams notifications when a task is Completed in Planner using Flow .
Check Start and wait for an approval Power Automate [Complete tutorial]
In this example, we will see how to send a team notification when a task is created in the Microsoft planner.
Similarly, here we will create an automated flow that will trigger when a task is created in the Microsoft planner.
On Power Automate > My flow > Automated cloud flow > Select the trigger ‘ When a new task is created . Here we will provide the Group Id and Plan Id.
Next, we will add an action that will notify the Microsoft team once the task is created. Click on +New step > Post a message (V3) under Microsoft team connector. Set the Team , channel , message (using dynamic content), subject .
In the message we are going to use the current date as the Start date:
Now our flow is ready to run. Let’s save the flow and select to test it manually. Then we will create a new task in the Microsoft Planner.
We can see it will notify the task in the Microsoft team.
This is how to send Teams notifications when a task is created in Planner using Power Automate .
Refer to this post: Power Automate shared mailbox
Here we will see how to send an email when a planner task is completed. For example, when a task is completed in the Microsoft Planner it will notify the manager or team lead about the task.
Let’s create an automated flow that will trigger when the task is completed in the Planner.
On Power Automate, Click on +Create > Automated cloud flow > Select the trigger ‘ When a task is completed ‘. Set the Group Id and Plan Id.
Next, we will add an action to get the user profile i.e. it will retrieve the specific user who completed the task.
Click on +New step > Get user profile (V2) . Select the ‘assignments Assigned to User Id ‘ from the dynamic content f the trigger. We can see it will create an ‘ apply to each ‘ loop.
Next, we will add an action that will send an email to the specific user via outlook. Click on +add an action (inside the loop) > Send an email (V2) . Here we will set the properties such as:
- To- Specify a user email to whom you want to send email
- Subject- Set a subject to the email
- Body- Specify the body of the email using dynamic contnet from the trigger and previous the action.
This is what the entire flow looks like. Now we will save the flow and test it manually. For testing purposes let’s complete a task on the task planner.
Also, we can see It will send an email notification to the specified user:
This is how to send an email when the planner task is completed using Power Automate.
Also read: Power Automate vs Nintex
In this example, we will see how to send an email or notify the user(s) when a new task is created in the Microsoft planner.
Let’s create an automated flow that will trigger when a new task is created in the Microsoft planner. On Power Automate, go to My flow > +New flow > Automated cloud flow.
Next, select the trigger ‘ When a new task is created . Set the Group Id and Plan Id .
Then we will add an action that will get the user profile to whom the task is assigned. Click on +New step > Get user profile (V2) . Set the user as assignments Assigned To User Id.
After getting the user profile, it will notify them about the new task. Click on + Add an action > Send an email(V2). Set the properties such as:
- To – Choose Mail from the dynamic content of the Get user profile action
- Subject – Give a subject to the email
- Body – Specify the body of the email(using dynamic content)
This is what the whole flow looks like. Now we will save the flow and test it manually. For testing propose let’s create a new task in the Microsoft planner. Here we will assign multiple people.
We can see it will notify both the users who are assigned to the task.
This is how to do Power Automate send an email when a new task is created in the Planner .
Check out this post: Power Automate or Microsoft Flow delete all files in a folder
Now we will see how to create a task in the Microsoft planner when a file is created in the SharePoint library.
Let’s create an automated flow that will trigger when a file is created in the Sharepoint document library.
On Power Automate, click on + Create > Automated cloud flow > Select the trigger ‘When file is created(properties only)’ > Create. Then provide the Site address and Library name.
After triggering the flow, we will add an action that will create a new task in the Microsoft planner:
Click on + New step > Create a task(under Planner). Set the pprperties like below:
- Group Id- Specify the Group ID
- Plan Id- Select the Plan ID
- Title- Give a title to the task or you can set the File name from the dynamic content as title of the task
- Bucket Id- Choose the bucket Id
- Assigned User Id- Specify the user id(s) to whom you want to assigned the task
Note- You can pick a color code to define the task and set it as Yes. For example, here we are going to create this task as a Red mark.
Now our flow is ready to run. Let’s save this flow and test it manually. Let’s create a file in the document library.
We can see it will create a task in the Microsoft planner with the assigned user:
Also, it will notify the assigned user about the task via Outlook mail:
(As we didn’t insert any data for Due date-time, it showing blank. You can add the expression that we have used previously).
This is how to create a task in Planner when a file is created in SharePoint using Microsoft flow .
Check out: Upload PowerApps Attachments to SharePoint Library Folder
In this example, we will see how to create a task in the planner automatically and how to notify the task in the Microsoft team when a response is submitted via Microsoft form .
For example, when someone submits a form it will create a task in the planner and also, it will notify the specified Microsoft team. Here are the following steps to implement this.
Step-1: Prepare a Microsoft form
First, we will prepare a Microsoft form where we will submit the responses.
Click on +New Form > Give a Form name > Add questions . For example, we are going to create a form based on the Issue Tracking Form.
Step-2: Create a plan in the Microsoft planner
Next, we will create a new plan in the Microsoft Planner where the issue converts as a task once the form is submitted.
On Microsoft planer, click on +New Plan . Give a plan name. For example, we will create a plan named ‘ Issue Resolutions ‘.
Step-3: Create a Microsoft team
Next, we will create a Microsoft team where it will notify about the task. For example, we wil create a team named ‘ Issue Tracking Team ‘.
Let’s create an automated flow to implement the requirement.
Step-4: Trigger the flow when a response is submitted
Now we will create an automated flow that will trigger when a new response is submitted.
On Power Automate, click on +Create > Automated cloud flow > Select the trigger ‘ When a new response is submitted’. Select the Form Id from the drop-down.
Step-5: Get the response details
Next, we will add a new step that will get the response details from the submitted form.
Under the trigger, click on +New step > Get response details . Provide the Form Id (Select it from the drop-down) and Response Id (select it from the dynamic content).
Step-6: Create a task in the Planner
Next, we will add an action that will create a task in the planner from the responses form.
Click on +New step > Create a task . Set the below properties such as:
- Group Id – Select the group Id i.e. Issue Resolutions
- Plan Id – Select the plan Id
- Title- Set it as Issue Title from teh dynamic content
- Bucket Id – Select a bucket id i.e. To Do.
- Due date time- Select it from teh dynamic content
S tep-7: Post the message in the Microsoft team
In this final step, we will add an action that will post the message in the specified Micorsoft chat or channel. Click on +New step > Post message in a chat or channel . Here we will provide the parameters such as:
- Post as- Flow bot
- Post in- Channel
- Team- Issue Tracking Team
- Channel- General
- Message- Specify the message using the dynamic contnet.
Now our flow is ready to run & test. Click on Save. Test it Manually. Let’s submit a response in the Microsoft form.
We can see it will create a task in the planner:
Also, we can see it will notify in the Microsoft team:
This is how to create a Task in Planner from Microsoft Forms and Post Message in Teams .
Also read: Power Automate Increment Variable + 11 Examples
In this example, we will see how to create a task in the Microsoft Planner from Excel using Power Automate.
For example, we have created an Excel sheet having some columns such as: Title of the task, Details , Start Date, End Date, Assigned To.
Then click on insert > table . It will format the excel sheet in to a table. Then give a table name i.e. TaskList .
Now we will create a flow that will trigger when we select a row in the excel and create a task in the Microsoft planner.
On Power Automate, click on +Create > Automated cloud flow > Select the trigger ‘ For a selected row’. Then Set the parameters such as:
- Location- Select the location i.e. OneDrive for Business(As per our requirement)
- Document Library- OneDrive
- File- Select the excel file
- Table- Select the table
Next, we will add an action that will create a task from the selected row of the excel document. Click on +New step > Create a task . Set the parameters from the dynamic content such as:
- Group ID- Select a group Id from the Planner
- Plan Id- Choose the plan Id
- Title- Title(formatted)
- Bucket Id- To do
- Start Date Time- StartDate(Formatted)
- Due Date Time- DueDate(Formatted)
- Assigned User Ids- AsignedTo(Formatted)
Next, we will add action that will update the task in the Planner. Click on +New step > Update task details . Similarly, here we will set the below properties such as:
- Task Id – Id
- Description – Details(formatted)
Let’s save the flow. Then open the excel sheet that we have created. Go to Insert tab > Get Add-ins > Microsoft Flow for Excel > continue.
Then we can see a Power Automate logo on the excel. Click on that symbol .
Now the flow will appear in the excel report. Let’s select a title from the excel report. Then it will show the run option.
Run the flow. We can see it will create a new task in the Microsoft Planner.
This is how to do automatically Create Planner Task From Excel.
To read more, refer to this post: Microsoft Lists – Create a List from Excel
In this example, we will see how to add a note when we create a task in the Microsoft planner. There is an action that will update the task with a note.
- To implement this, we are going to create an automated flow that will trigger when a file is created or modified in the SharePoint library.
- On Power Automate, click on +create > Automated cloud flow > When a file is created or modified (properties only) . Configure the Site address and Library Name.
After creating a file it will create a task in the Microsoft Planner. Click on + symbol or + New Step > Create a task (under the planner connector). Here we will provide the Group Id, Plan Id, Title, Bucket Id, Assigned User Id, and a Label color (optional).
- Next, we will add an action that will attach the note with the existed task.
- Click on +New step > Update task details (under Planer connector). Add a note in the Description and select the Task Id or you can use this from the dynamic content.
Let’s save the flow. Test it manually and upload a file in the SharePoint library. We can see it will create a task in the planner with the notes.
This is how to create planner tasks with notes using Plower Automate flow .
In Power Automate, there is an action update task details under the Planner connector that will update the task details for an existing task.
- As it is an action, we can find this after a trigger. Let’s trigger the flow manually. Then in the search bar, search the Planner connector.
Then search the action ‘ Update task details ‘. It will look like below:
Here, we have to insert the below parameters such as:
- Task Id- Select the existing task id
- Description – Give a description
- References Alias- Give an alias name
- References Resource link – Set a reference resource link for the alias
- References Type of the reference – Select the type of the reference
Let’s save the flow and test it manually . We can see it will update the task in the Microsoft Planner.
This is how to use update task details on Power Automate Planner.
Currently, as there is no action for ‘ task show ‘ when we create a task in Microsoft Planner, we need to do this manually.
There is an option for ‘ Show on card ‘ that will show the notes or attachments on the card.
Note- We can select only one option to show on the cards.
Let’s select the check box that appears in the Notes that will show the notes on the card in Planner.
Similarly, if we select the Show on card option in the Attachments section.
And we can see it will show the attachments in the card.
This is how to use show on the card to create a task in Microsoft planner .
Buckets are used to store the tasks in a particular phase according to the types of work, departments, or whatever makes sense for your plan.
- In this example, we will see how to create a task in Microsoft Planner using bucket id. We can create the buckets in the planner and use those buckets in the flow. Also, we can get the bucket id from the URL of the planner task.
- First, we will create buckets in the Microsoft Planner. On the Planner task, click on Add new bucket. Then create a bucket as per your requirement.
Here we are going to use the flow(we have created previously) that creates the task in the planner when we trigger the flow manually. Here we will provide the Group Id, Plan Id, Title. In the Bucket Id , we can see the list of buckets that we have created in the planner.
We can select a bucket Id from here. According to our selection, the task will be stored in that bucket.
Example-2: Get the Bucket id from the URL
We can use the bucket Id from the Plan Id. But it will store the task in the planner without differentiating any buckets id.
Open the Planner. select the URL. You can get the Plan Id from there.
Copy that Plan Id and use this Id as a custom value in the Bucket Id.
Let’s save the flow and test it manually. It will ask to give a task name. Then click on the Run flow.
Now, we can see a new task in the Planner that we have created now:
This is how to do Power Automate creates a task in Microsoft planner bucket id .
Here we will see how to create a planner task from a Sharepoint list using Power Automate. For example, we have created a SharePoint list based on Project details having columns such as Title, Project manager, Start Date, Delivery date .
- Now we will create an automated flow that will create a planner task when an item is created in the SharePoint list.
- On Power Automate, click on +Create > Automated cloud flow > Select the trigger ‘ When a new item is created . Then configure the trigger with the Site address and the SharePoint list that will fetch the SharePoint list to the flow.
Next, we will add an action that will get the user Id. But in our case, we will get the Project Manager’s Email.
Click on +New step > Select the action Get user profile (V2) . Here provide the ProjectManagerEmail as User(UPN) from the dynamic content.
- In this final step, we will add an action that will create a task in the Microsoft planner.
- Go to +New step > Create a task. Set the plan Id and the bucket id . Also, set the below parameters from the dynamic content such as Title , Start Date Time , Due Date Time .
Finally, Save the flow and select to test it manually. Let’s add an item to the specified SharePoint list.
Now we can see there is a task is created in the Planner automatically.
This is how to create SharePoint List Items to Planner Tasks Using Flow .
In this example, we will see how to create a task in Microsoft Planner using attachments. For example, we have a project list in SharePoint based on the project’s name, start date, delivery date, and manager.
Now we will create an automated flow that will create a planner task with attachments when a task is created in the SharePoint list. Also, it will notify the Managers once the task is created in the Planner. Let’s follow the steps to create the automated flow.
Step-1: Trigger the flow
On Power Automate, click on +Create > Automated cloud flow > select the trigger ‘ When an item is created . Configure the trigger with the Site address and the List name to fetch the data from SharePoint.
Step-2: Get the attachments
Next, we will add an action that will get the attachments from the Sharepoint list using ID. Click on +New step > Get attachments . Provide the Site address, List name, Id.
Step-3: Create a task
Now, we will add an action that will create a task in the Planner. Also, provide the details such as Group Id, Plan Id, Title , Bucket ID, Start Date Time, End Date-Time, Assigned User Ids .
Step-4: Set a condition
Here, we will set a condition that will check whether the item has attachments or not. Click on +New step >Condition > set the value as below:
- Set the value- Has Attachments from the dynamic content
- Operator- is equal to
- Set the compare value- true
If the item has attachments then it will move to the If-yes section.
Step-5: Update the task details
Now we will add an action that will update the task details in the Planner. In the if yes section, click on +add an action > update task details . Here we will provide the below parameters such as:
- Task Id- Select ID from the dynamic content of the Create a task
- Description – Give a description to the task or you can select it from the dynamic content
- References Alias- Give a Alias name
- References Resource link – Select AbsoluteURI from teh dynamic content.
Step-6: Send an email
In this final step, we will add an action that will notify the manager about the task. Click on +New step > Send an email (V2).
Now we will save the flow and test it manually. Let’s add an item to the SharePoint list with attachments.
We can see it will create a task in the Planner:
You can check the attachments by clicking on them. Also, we can see it will send an email to the mentioned manager:
This is how to create a task in Microsoft planner attachment .
In Microsoft Planner, we can assign a task with multiple users or a specific user. But there is a limitation that we can add 11 people assigned to a single task. Here we will see how to do this using Power Automate flow.
For example, there is a SharePoint list based on the project name, start date, delivery date, and manager’s email.
- Let’s create an automated flow that will create a task using a single assignee or multiple assignees.
- On Power Automate, click on +Create > Automated cloud flow > select the trigger ‘ When an item is created . Configure the trigger with the SharePoint site address and the list name that will retrieve the data from SharePoint.
Next, we will add an action that will create a task once the item is created in the SharePoint list. Click on +New step > Create a task (Preview). Select the Group Id, Plan Id, Bucket Id and set the below parameters from the dynamic content such as Title , Start Date Time , Due Date Time , in the Assigned User Ids set the Managers email from the dynamic content.
Note- After selecting the Managers email (it allows multiple users in the SharePoint list), It will create an ‘apply to each loop. It will check and assign to each assignee.
Let’s save the flow and test it manually. Let’s insert a new item in the SharePoint list.
We can see it will create a planner with multiple assignees.
This is how to create a Planner task with the assigner using Microsoft Power Automate flow.
In Power Automate we can create a planner task from the Microsoft team. Here, we will see how to create a task in the Microsoft planner from the Microsoft team.
- Let’s create an automated flow on Power Automate that will trigger when we select a message on the Microsoft team.
- On Power Automate, go to +Create > Automated cloud flow > Select the trigger under team ‘ For a selected message’ . Click on create an adaptive card to create your new card.
Here we have created a simple adaptive card like below:
Then click on Save card. It will appear in the trigger like this:
Next, we will add an action that will create a task in the Planner. Click on +New step > Create a task. Let’s set the below parameters:
- Group Id – Set the Group Id
- Plan Id – Set the Plan Id
- Title – Set the Id from the dynamic content of the trigger
- Bucket Id – Select the bucket id
- Start Date Time – UtcNow()
Let’s save the flow and we can see it will send a notification on the Microsoft Team.
Then select the more option, click on the option ‘ Api connection & create ‘.
Then it will show an adaptive card where we can insert the task name and the details. Click on Submit.
Now we can see it will create a task in the Planner.
This is how to create a task in Microsoft planner from teams using flow.
In this example, we will see how to copy a task from one plan to another plan. Also, we will see how to delete the task from the planner once it is created.
Let’s create an automated flow that will trigger when a new task is created in the Planner. On Power Automate, click on +Create > Automated cloud flow > When a new task is created (Under the planner). Set a plan id.
Next, we will add an action that will copy the task from one plan to another by creating the task.
Click on +New step > Create a task. Here we will provide another Plan Id where we will store the created task as a new task i.e. we will copy and store the created task. Similarly, set the other parameters such as Title, Bucket ID, Start date-time, Due date-time , Assigned user Ids.
- Next, we will add an action that will delete the task from the source plan i.e. New Project plan.
- Click on +Create > Delete task. Provide the TaskId as Value Id from the dynamic content of the trigger.
Let’s save the flow. Test it manually. Then we will create a task in the source plan to trigger the flow.
We can see it will copy the task from one plan to another.
Also, we can see the task is deleted from the source plan.
This is how to copy and delete a task from the Planner using Power Automate.
Here, we will see how to create a recurring task in Microsoft planner using Power Automate. For this, we will create a scheduled cloud flow that will create a task in the Planner at a particular time interval.
On Power Automate, click on +Create > Scheduled cloud flow .
Next, give a name to the flow. Set the run time and repetition for the flow. Then click on Create .
The flow will run on Monday, Tuesday, Wednesday, Thursday, Friday every week. Next, we will add an action that will create a task in the Planner.
Select the action and provide the below parameters such as:
- Group Id – Select the group to retrieve the plan.
- Plan Id – Choose the plan for the new task
- Title – Provide the name of the task
- Bucket Id – Select the bucket to place the task in
- Start Date time – Set the date time to start the task
- Due date time – Set the date time to submit the task
- Assigned users Ids – Set the assignee of the task.
Now let’s save the flow and select to test it manually. Click on the Run flow. We can see it will create a task in the Planner.
Note- It will run only scheduled days every week.
This is how to create recurring tasks in Microsoft Planner with Power Automate .
In this example, we will see how to create a task in Microsoft Planner from a selected file in the SharePoint folder.
- Let’s create an automated flow that will create a task when we select a file in the SharePoint folder.
- On Power Automate, click on +Create > Instant cloud flow > Select the trigger ‘ For a selected file ‘. Provide the Site address and the Library name .
Next, we will add an action to get the file properties from the Sharepoint library. Click on +New step > Get file properties.
Select the action and provide the Site Address , Library Name , Id (from the dynamic content).
After getting the file properties, we will add an action that will create a task in the Microsoft planner. Click on +New step > Create a task . Provide the below properties to activate the action:
- Plan ID- Select the Plan Id
- Title- Select Title from the dynamic content
- Bucket Id- Select a bucket to store the task in
- Start Date Time- Select created from the dynamic content
- Due Date Time- Insert the below expression taht will add days to the start date.
- Assigned User Ids- Select created by Email from the dynamic content
Again, we will add another action to update the task details. Click on +Create > Update task details . Set the Task id and Description.
Let’s save the flow. To test and run the flow, go to the specified document library. Select a file then go to more option > Power Automate > click on the flow that we have created now.
Click on that flow. Then we can see it will create a task in the specified Plan and bucket.
This is how to create a task in Microsoft planner selected file using Power Automate.
Power Automate create a task in microsoft planner link
In the task Planner, we will see how to add a link in a task planner using Power Automate. We are going to create 2 flows that will create a task with links.
Example-1: Create a task to link a file.
- In this example, we will see how to create a task in the planner by attaching a file via the link. Let’s create an instant cloud flow and trigger it manually. Add the inputs such as Text and two dates input.
- Then add an action that will create a task in the planner and provide the dynamic contents to the parameters.
- Next, we will add an action that will update the task in the planner. Click on +Create > update the task details. Set the task id and the description.
- In the Reference Alias , provide a name or text to the alias and in the reference resource link , set a link of the file or item .
Let’s save the flow test it manually. It will ask to give a task title, start date, and due date. Then Run the flow.
We can see it will create a task with the link in the planner:
This is how to create a task in Microsoft planner link Power automate .
Example-2: create a task in planner with link to item
Similarly, here we will create a task in the Planner using flow. That will trigger when an item is created in the SharePoint list.
- On Power Automate, click on +Create > Automated cloud flow > Select the trigger ‘ When an item is created . Then configure the trigger with the Site address and the list name .
- Next, add the action to create the task in the Planner. Click on +New step > create a task . Set the parameters from the dynamic content.
Next, we’ll add action to update the task in the planner. Click on +Create > Update task details . Set the description as ‘ Link to item ‘ from the trigger.
Let’s save the flow and test it Manually. Then insert sample data in the Specified list.
We can see there is a task created in the planner with a link:
This is how to create a planner task with a link using Power Automate.
Here we will see how to create a task in Planner using if condition. For example, we have prepared a SharePoint list based on Tasks and team. When we will insert an item in that list, it will create a task and assign the user according to the condition.
The sample SharePoint list has columns such as Title, Teams (choices i.e. TeamA, TeamB).
- Let’s create an automated flow that will trigger when an item is created and create a task in the Microsoft planner.
- On Power Automate, Click on +Create > Automated cloud flow > Select the trigger ‘ When an item is created . Configure the trigger with the site address and the List name to fetch with SharePoint.
- Next, we will add a condition control that will check if the ‘ teams ‘ is equal to ‘TeamA’ then it will create a task with a specified assignee.
- Click on +New step > Click on Condition control . set the values and operator like below:
- If the condition matched then it will move to the If yes section and create a task in a specified group with a different assignee.
- Similarly, if the condition did not match then it will move to the If no section and create a task in another specified group with a different assignee.
- In both If yes & If no section > +Add an action > Create a task. Provide the Group Id, Plan Id, Title, Bucket Id, Dates, Assigned User IDs.
Let’s save the flow and test it manually. Insert a data in the SharePoint list:
We can see it will create a task in the specified group. For TeamB it is New Project Plan.
This is how to create a task in Microsoft planner check if using Power Automate.
Power Automate create a task in microsoft planner by title
In Power automate, we create a task in the Microsoft Planner using the action ‘ create a task ‘. In that action, there is a parameter ‘ Title ‘ that is used to give the title of the task. Here we can dynamically set the title using the dynamic content. Also, we can give a title manually .
Example-1: Set the Title dynamically in the Planner task
- In this example, we will see how to create a task with the title that retrieve dynamically. Also, we will use an expression to concat the dynamic title with a string.
- Hee we are going to use the Sharepoint list that we have created previously. Let’s create an automated flow that will trigger when an item is created in the SharePoint list.
Next, we will add the ‘Create a task’ action and in the title lets insert the below expression:
It will concat the Title(from the dynamic content) with the specified string.
Lets save the flow and test it manually. Let’s insert an item in the Sharepoint list:
We can see the flow ran successfully and the title got merged:
Also, we can see the task is created with the new title:
This is how to create a task in Microsoft planner by title using Power Automate.
Example-2: Set the Title manually in the Planner task
Here we will see how to set the title manually in the Planner task using Power Automate.
- Let’s create an instant button flow that will trigger it manually. Then click on +New step > Create a task to create a new task in the planner.
- In that action, go to title parameter and give a title manually.
That’s it. Let’s save the flow and test it manually. We can see a new task has been created in the mentioned group.
This is how to create a task in microsoft planner by title (manually) Microsoft flow .
Power Automate create a task in microsoft planner priority
In the Microsoft Planner task, there is a priority field available that indicates the priority of the task. Microsoft has added 4 types of properties for a task. These are:
This is how to set priority in a task in the Microsoft Planner.
Power Automate create a task in microsoft planner progress
In Microsoft Planner, it allows us to set the work progress. By default, Microsoft provides us with 3 properties such as:
- Not started
- In progress
This is how to set task progress in Microsoft Planner.
Also, you may like these below Power Automate Tutorials:
- Power Automate add days to date
- Power Automate get items examples
- Power Automate SharePoint Get items filter query contains is not valid
- Power Automate copy list item to another list with attachments
- Power Automate save email attachment to SharePoint
- Power Automate conversion of string
- Power Automate Number Format
- Power Automate convert time zone
In this Power Automate tutorial, we learned what is Microsoft Planner , how to create a planner task using Microsoft Planner .
Also, we discussed how to create a planner task from an email , how to send an email when a Planner task is assigned to me , how to send an email when a planner task arrives due date in Power Automate .
Also, we covered these below topics:
- How to send Teams notifications when a task completed in Planner using Power Automate?
- How to send Teams notifications when a task is created in Planner?
- How to send an email automatically when planner task is completed?
- How to create a Microsoft Planner when send an email and then create task?
- How to create a task in Planner when a file is created in SharePoint library using flow?
- How to work with Microsoft Power Automate to Connect Forms and Planner?
- How to Automatically Create Planner Task From Excel?
I am Bijay a Microsoft MVP (8 times – My MVP Profile ) in SharePoint and have more than 15 years of expertise in SharePoint Online Office 365, SharePoint subscription edition, and SharePoint 2019/2016/2013. Currently working in my own venture TSInfo Technologies a SharePoint development, consulting, and training company. I also run the popular SharePoint website EnjoySharePoint.com
I need to automatically assign tasks to employees who have fewer tasks. what to do
Am able to move the tasks between buckets, but comments from one task is not transferred when moved between buckets? Any suggestions
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Power Automate Get Planner Task Assignee Names
I'm working on a Power Automate flow where the flow is supposed to connect to Planner, get the tasks which are due tomorrow and send a message to an MS Teams Channel.
I got the entire flow working except of one thing - getting the names of the person(s) whom the task is assigned.
Here's my current flow:
- Getting the list of Tasks from Planner,
- Filter those which have a Due Date set,
- Filter the ones which have the Due Date tomorrow,
- Get the Name of the Task Creator using Get User Profile,
- Send the data into an MS Teams Channel.
This all works perfectly fine. However I also need to get the names of the Assigned users. I understand that they come as an array. And when I try to add it to the same Get User Profile it's getting wrapped into an unnecessary "Apply to Each" which breaks everything.
Does anyone have a clue how this can be solved? Basically I need only 1 Assignee as we are not going to assign the same task to more than 1 person.
Any help would be much appreciated!
- power-automate
- microsoft-planner
In order to avoid the loop (which is also a valid approach, long story) then you can use an expression to get the first (in case there are multiple) assigned user.
This is an example where you don't need to loop ...
... you can see I've initialised a (string) variable at the top which will hold the user ID GUID.
... then further down in the Set Assigned To operation, this is the expression I use ...
That gets the first user and then the associated userid property. You can then pass that into the Get user profile (V2) task ...
Obviously, you need to adapt that to your flow but I hope that makes sense.
- what would be the way of taking all of the assignees (not just the first one) as a string? – cycero Oct 13, 2022 at 10:26
- Loop through the array, i.e. don't use an expression, actually perform the loop. – Skin Oct 13, 2022 at 11:34
- Thanks for your help, @Skin. I've successfully implemented it. – cycero Oct 13, 2022 at 18:02
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Create a Microsoft Flow to Convert an Email Into a Microsoft Planner Task With Notes In 5 Steps
- Eric Miller
- August 22, 2022
Editor’s Note (1/27/2023): Microsoft seemed to change the format for a link to the URL. So I updated Step 5 with the new format.
I know this is not a normal topic for PADT’s blog, but I just updated my Microsoft Flow for converting an email into a task, and it took me a while to find an example of what I wanted to do. So I thought I’d share what I did to get it to work.
Wait, You Need a Microsoft Flow For This?
Yup. In Microsoft Outlook Online, you can right-click on an email and make a ToDo task. But there is no way to do that in Outlook desktop or the mobile app, and it doesn’t make a planner task. And I use Microsoft Planner as my task management tool, not ToDo.
The recommended solution to this shortcoming is to use a Microsoft Flow to take any flagged email and make a task. There are a ton of examples for this on the interweb, and this served me well for a long time. The algorithm is:
- Start the Microsoft flow when an “email is flagged” event happens
- Get your user profile information
- Use the email subject as the task subject
- Assign my Office365 User ID to assign the task to me
But the Subject Alone was Not Enough
This worked for me for more than a year. But I found that half the time I was working my way through the task list, the email’s subject string was not enough to remind me what I needed to do. What I wanted was to capture who it was from and the start of the content. And ideally, a link to the email.
And you can’t add this info to a task when you create it, you have to modify it. And that generated an error.
The secret was that you couldn’t just modify a Planner task after you make it. You have to give it some time to make its way into the cloud, then modify it. So you add a Delay, then add “Update task Details.”
Here is my Microsoft flow.
1. Start with a Flagged Email:
2. Get your ID with “Get my Profile.”
3. Make the new task with “Create a task.”
Use the subject from the email to identify the task. Note that I already made a “From Email” bucket in my primary ToDo Plan. You can also make a plan just for email-based tasks. While I was in there, I also set the start date to the date of the email to let me know when it came in. Last but not least, I use my Azure ID to assign the new task to me.
4. Wait for it to get stored with “Delay.”
20 Seconds seems fine for me. Add more if it fails on you.
5. Add the info you want with “Update Task Details.”
Here is where you can get fancy. Use the ID from the plan to tell the flow which task you want to modify. If “it “Id” doesn’t show up in the dropdown, scroll down on the dropdown and choose “Enter Custom Value” and choose “Id.”
Then fill in the description with stuff you think you will need when you read the task in a few days. I use:
Now, if you want to get fancy, you could save the email message to a file on OneDrive, then put the link to the message in the Reference section. Sounds like a pain, and I’d rather deal with the email in Outlook.
Here is what it looks like on my Plan:
And if I click on the task, I can see the information I want and the URL:
I’ve not tried to share a flow outside of my organization before, but here is a zip file you can try and import:
Use at your own risk, etc…
Still more to Do with this Microsoft Flow
One thing I didn’t find out how to do was add a comment, but I think this description is good enough.
The big problem with this whole approach is when you reply, if you don’t remove the flag first in Outlook, the Microsoft Flow will make a new task. If I had time, I’d check the list of tasks in this bucket and make sure it’s not a duplicate. Or turn off the flag on the email. But hey, for another day. If you are like me, you could spend hours playing with Microsoft Flows, well beyond their adding any additional value.
While You are Here
I’m not sure how you ended up on PADT’s website, but if you happen to be a mechanical engineer or similar, check us out. We are an Ansys Elite Channel Partner, A Stratasys Diamond Partner, and one of the most respected providers of simulation, design, and 3D Printing services in the US. If any of those words mean something to you, contact us and let us know how we might be able to help. I’ll even flag your email so it shows up as a task in planner.
And if all of that engineer talk is goblidy gook, that is fine too. I’m glad we might have been able to help you.
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Planner and Microsoft Teams with Power Automate: 10 Ready-to-Use Flows
Karina zubova.
- July 15, 2021
Today we can’t imagine our work routine without task management. It helps you to save valuable resources, increase productivity and efficiency. Task management becomes an essential part of each collaboration process in organizations. Therefore, Microsoft Planner is the most Office 365 popular app for managing your team’s daily routine and track tasks lifecycle. And how to align Microsoft Teams with the Planner? How to automate the process of assigning the tasks and reduce time spent on manual activities? With Power Automate you can easily build the automation flows to perform any use case related to your organizational needs. In this article we describe the most useful Power Automate flows for Microsoft Teams and Planner. So, you can repeat them in just a few minutes.
Improve task management
Reduce time spent on manual tasks performance , improve your team collaboration , connect your agenda with microsoft planner , manage outstanding planner tasks , review documents with microsoft planner , manage teams notifications when a task is created in planner , create planner tasks from a microsoft teams message , create sharepoint item with a planner task is approved , leverage power automate nbold connector , automatically create teams with planner tab , take advantage of using power automate and microsoft planner .
When you automate the process of managing of assigning tasks, make sure you don’t forget your goals and essential tasks. Therefore, with Power Automate you can manage additional notifications, connect your calendar, automatically create a new Planner, and so on. This will boost your team’s productivity and efficiency.
Using the Software to manage tasks, such as Planner helps you to organize your work. At the same time, you as a manager still need to manually create tasks and spend time on manual routines. With Power Automate you can get Planner created automatically from messages in Teams, emails, items in SharePoint, and so on. Therefore, you will stay focused on the project’s progress and your team’s performance without wasting time.
It’s quite easy to manage tasks just for one person. But in today’s work environment you need to manage tasks and assign them to the entire project team. Often teammates need to collaborate on the same task, share updates and start discussions. Using Power Automate you’re able to scale your system of task management across the entire organization. In addition, connect Planner with other apps to get a unique and cross-platform environment.
Microsoft Planner connector for Power Automate – simplify daily tasks
Now, let’s try to build your first Power Automate flow using the Microsoft Planner connector to simplify your daily tasks. To do this, open Power Automate and find the Microsoft Planner connector.
You will see multiple actions and triggers that you can use to streamline processes. Let’s start with some basic examples.
Normally task managers work in conjunction with their teammates’ calendars. Therefore, with Power Automate you can easily connect the Outlook Calendar and Microsoft Planner .
Let’s say your sales rep has an event in Outlook Calendar, for example, a demo call with a prospect. And he needs to prepare a unique sales pitch. You can build a flow connecting Outlook and Planner to make sure your teammate won’t forget about the pitch.
To do this find the Outlook connector in Power Automate and choose a trigger “When a new event is created”. Here you can find all your existing calendars.
Then, search for Planner connector and choose the action “Create a task”.
Microsoft Teams & Planner: Best practices
Learn how to make the most of Teams & Planner integration and build teams with pre-built Planner task boards
Choose your team in Microsoft Teams and Planner ID. Moreover, you can customize the feature tasks with dynamic content from Outlook. For example, add the event’s subject as the task’s title, and synchronize a time from the Outlook with a start and due date for the task.
With this simple flow, you will have an automatically created Planner task each time a new event is created into your personal Outlook calendar. You can build this flow for your team’s calendar, so every team member won’t miss an important task.
Learn How to Build Collaboration Templates with Planner
Struggling with missing deadlines? Manage additional notifications and stay updated with outstanding tasks. With this template , you will get an email listing all outstanding to you every Monday morning.
Customize this flow according to your needs, change frequency, user profile, etc. Moreover, instead of action “Send an email” you can send a Teams post. Therefore, each teammate will focus on what is important first.
Now let’s say your teammates from the legal department will need to approve the contracts before sending them to the customers. How to automate the approval process and don’t miss any important files? Connect Microsoft Planner with your SharePoint library and make sure approvers will get a new task each time when a new file is created in your documents’ library.
To do this, search for the SharePoint trigger “When a new file is created”. Then choose the right Site Address and Library Name.
Then, choose the Planner action “Create a new task”. And customize the feature tasks with a title, assigned to, etc.
Now, every time a new file is added to a certain folder in a SharePoint document library, a task will be created in Microsoft Planner.
→Download White Paper: Microsoft Teams & Planner Best Practices
Connect Planner with Microsoft Teams using Power Automate
Now, let’s say you have a team in Microsoft Teams to collaborate on a project. First, you can add Microsoft Planner as a new tab to the needed channel. This will allow your teammates to track activities, manage their workday, and together progress on a project. Read more about Microsoft Planner with Teams .
But you still may wonder how to automate your task management by connecting both Microsoft Teams and Planner environments. Therefore, we will describe some common use cases that you can implement into your task management process.
When someone assigns you a task, you will get a Teams notification. In the same way, you will get a notification when a task is completed but only if you’re assigned to this task as well. But imagine, if you cannot start some of your tasks before another task won’t be completed by someone else. Or if you’re a project manager and you need to track all completed tasks to track the project’s progress. In these cases, you need to set up additional notifications. And there is nothing easier than creating a flow in Power Automate. Let’s manage Teams notification with Planner and Power Automate.
Find the Microsoft Planner and choose a trigger “when a task is completed”. You can also choose a trigger “When a task is assigned” to make sure your teammates won’t miss upcoming tasks.
Then, choose the action from the Microsoft Teams connector “Post a message”. Add the right team and channel and customize your message using dynamic content from Planner.
Now, each time when a task is completed, your teammates will get a Teams post. Therefore, your team can easily track the project’s progress. In addition, there is no need to manually notify other team members about the tasks completed.
In the same way, you can manage daily Teams’ posts to notify your teammates about the upcoming tasks.
Build a flow using Conditions “if yes/no” and get daily Teams posts with the tasks that are due to tomorrow.
Next, let’s say your colleagues share new sales deals via channel posts in Microsoft Teams. Usually, when a new deal is created, your teammates will need to build additional content, such as a unique sales pitch, agreement, pricing docs, etc. How to make sure your teammates won’t miss new sales tasks? Build a Power Automate flow to easily create Planner tasks from the Microsoft Teams message.
Choose the Microsoft Teams trigger “for the selected message” and connect it with Planner action “create a new task”. Customize your task using dynamic content from the Microsoft Teams message.
And now, you can just click on dots on the post message and create a new task in a just few seconds.
No, let’s add approval to your task management process. Suppose your marketing team is working on your blog. You need to approve each article before publishing this on your website. At the same time, you have the SharePoint documents library to store your internal files. Let’s build a flow with approvals connecting Teams, SharePoint.
First, choose the Planner action “when a task is completed”. Then add an action from approvals “Start an approval”. This means, each time when your marketing manager completes a task on blog article creation, an approver will get a Teams notification telling him he needs to approve a new task completed.
Then, start the “yes/no” condition. If the task is approved, create a new item into the SharePoint list and post a message in Teams on completed tasks. If no, post the rejected message in teams. Customize your messages with dynamic content from the Planner.
It’s done! No, an approver will get a notification when a task in a specific Planner is completed. In addition, a new SharePoint item will be created in your Documents library.
Planner with Microsoft Teams Templates
Finally, we would like to describe how you can improve your teams’ collaboration with Microsoft Teams templates and the Planner tab. Let’s say, you’re a project manager. You need to run multiple projects and get the same level of execution from one project to another. When a new project is coming, you have the same process from one project to another. You need to build a project team, create project documentation, discuss KPIs and milestones, etc. So how to automate processes and scale them across the entire organization?
First, you can explore the connector for Power Automate. With the nBold connector, you can structure your Teams environment with team creation from the templates, automated channels creation, and much more.
As we’re talking today about the Microsoft Planner, let’s discuss one example. Below, we’re talking about the project manager who wants to get the same Planner tab from one project to another. Therefore, by building a Power Automate flow using the nBold connector, you will be able to create a customized Planner tab each time when a new project team is created.
Choose the Microsoft Teams trigger “When a new team is created” and add the nBold action “add a new tab with an app”. Then just add your Planner URL.
With this simple flow, when a new team is created in your environment, you will get the pre-built Planner tab with all upcoming tasks. Therefore, you can build a project management Planner just once and automatically copy this to each newly created team.
One more solution is to build Collaboration Templates with the Planner Tab included. Hence, you can build a Project Management Template just once and create teams from the template each time a new project is coming.
To do this, build an original project management team just once. Add standard and private channels and upload all project documentation, such as guidelines, templates, etc.
Then, add a Planner as a new tab. Build a new Planner or add an existing one to get the standardized project tasks that are the same from one project to another.
When the original team is ready, build the Project Management Template from this team.
Now, your Project Management template is added to your own Templates Catalog. Here is stored all your templates for different use cases, such as project management, account management, sales deals collaboration, and so on.
It’s done! Now, each time when a new project is coming, you just need to create a new team from your Project Management template. Make sure all the content will be copied in just a few seconds, including channels, files, and the Planner Tab.
Very easily you can get the structured workspace by creating standardized teams for each new project, sales deal, department, and so on. And your Planner tab will be copied as well. Therefore, your teammates won’t miss any important task and can start to collaborate on a straightforward project straight away.
Learn how to build Collaboration Templates with Planner and improve your collaboration at scale.
Spend less time managing Teams and more time collaborating
Read related blog posts, microsoft forms: use cases and tips, how to integrate hubspot and microsoft teams, 10 microsoft teams productivity apps you don’t want to miss, microsoft teams vs slack review, 8 tips for getting the most of microsoft planner, hubspot and microsoft teams integration – the list of use cases.
- Microsoft Teams Templates
- Integrations
- Project Management
- Sales Deal Room
- Account Management
- Crisis Management
- Bid Management
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How to send an email when a Planner task is completed using Power Automate
Microsoft Planner has built-in notifications for assigned tasks, reminders, and overdue tasks, but sometimes you’ll want to be kept in the loop when important tasks are completed as well, even when the task isn’t assigned to you specifically.
We can create a Power Automate flow to accomplish this. In this post, I’ll cover three topics:
- Creating a flow from a template
- Creating a flow from scratch
- Sending notifications to task assignees
Use a Power Automate template to send an email when a Planner task is completed
First, you’ll need to sign in to Power Automate using your work or school (not personal) Microsoft account. Then follow these steps:
- Select Templates and search for “send email Planner completed” (or click this link )
- Click Continue
- Select the Group and Plan for which you’d like emails to be sent when tasks are completed.
- Enter the email address(es) to which notifications should be sent when tasks are completed in the selected plan. You can also customize the message body simply by clicking in the body field and entering your own text and/or dynamic content.
- Click Save (at the bottom or upper right)
- Go to the specific plan for which you’ve created the flow (Hint: you’ll find it at https://tasks.office.com ) and complete a task to test it . You may want to create a fake task for your test.
- Check the email inbox for the address(es) you entered in step 4. You should have received your custom email. Note: It may take a few minutes for it to appear.
Note: Your email will come through with the “Completed by” individual’s ID instead of their display name. Follow the steps in this post to change the ID to display name .
Video demonstration using a template (see bottom of post for non-template):
Create a Power Automate flow to send an email when a Planner task is completed (without using a template)
To accomplish the same without starting from a template, follow these steps:
- Select Create from the left-hand navigation of Power Automate
- Choose Automated cloud flow
- Title your flow (perhaps something like Send email when Planner task completed )
- Choose your flow’s trigger (Planner: When a task is completed )
- Select the Group and Plan for which you’re creating the flow
- Click New step
- Find and select Send an email (V2)
- Enter the recipient’s email (or multiple, separated by semicolons)
- Enter a subject (perhaps using dynamic content such as the task title in the subject – see video at bottom of post for demonstration)
- Enter a message body (again, using dynamic content to insert details such as title and completed time)
- Click Save and test your flow by completing a task in the plan you selected in step 5
Here’s a video demonstration that adds the task description and a link to the full plan in the email as well:
How to send the completed task notification to the task assignee(s)
If you’d like your notification to go to the individual(s) assigned to the completed task, follow these steps:
- After your trigger ( When a task is completed ), insert the Get user profile (V2) step.
- Paste the following expression in the box and click OK
- Use the dynamic content from the Get user profile (V2) step to insert Mail
- Save and test your flow.
Spread the word:
- Click to share on Twitter (Opens in new window)
- Click to share on Facebook (Opens in new window)
- Click to share on LinkedIn (Opens in new window)
- Click to print (Opens in new window)
- Click to share on Pocket (Opens in new window)
- Click to share on Skype (Opens in new window)
- Click to email a link to a friend (Opens in new window)
3 Replies to “How to send an email when a Planner task is completed using Power Automate”
Hi, is there an way to send to user who created the task , meaning is a general automation, so whnever a task changes sends the info to the TASK creator. Thanks
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