Import Planner Tasks into Dynamic Groups and Plans via Power Automate

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Күн бұрын

In this video I demonstrate how to create planner tasks in dynamic groups and plans via Power Automate using an excel sheet as a data source for your tasks. Later in the video I upgrade the data source to a SharePoint List. The scenario is based on a schduled flow, where every day, your data is filtered to select tasks that need created for that day. Based on the tasks that are selected, these are then assigned to a relevant group and plan using a distinct column value - in this case assigned. By using a secondary table as a lookup for the group and plan ID (which can be obtained easily from the URL of your plan), we can dynamically create the task in the correct plan. This enables you to bulk create tasks in multiple plans, from a single data source.
As with all of my videos, I include tips and tricks, example expressions and explanations. We have examples of Select, Filter Arrays, OData Queries on dates for SharePoint and Excel, and custom expressions. If there is something you would like to see in my next video, please get in touch.
For a more detailed explanation of importing tasks into planner to include notes, checklists and attachments please check out the following video • Bulk Import Tasks into...
00:00 Intro
00:59 Let's start building the flow
06:47 Testing the distinct groups
08:23 Filter tasks based on groups
09:22 Get dynamic group and plan id
12:08 Test and understand the flow build so far
14:38 List buckets to get ID
15:28 Create Tasks in a Loop
23:02 Running the full flow as a Demo
24:50 Checking the created tasks in Planner
25:26 Update the data source to a SharePoint list
32:15 Outro
Error Handling: • Power Automate Error H...
Dates in Power Automate: • Effortlessly Format Da...
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Пікірлер: 11

@lxz86 11 ай бұрын

"Using an expression like yours is absolutely fantastic - it's so enjoyable!"

@DamoBird365 11 ай бұрын

Thanks Zooker. I feel that once you master expressions, you have a better understanding of the data and what a flow is doing. Combine that with the history output and you can see what you’re looking for.

@FamilyTechNZ 11 ай бұрын

Thanks for the awesome video. Can you please share your thoughts on creating planner checklist items from sharepoint list without duplication for both plan name and checklist items?

@DamoBird365 11 ай бұрын

I create checklist items in my other video kzfaq.info/get/bejne/pJmWoquIrZe8oIk.htmlsi=lonlQ3OS_D34UmW6 does this help?

@FamilyTechNZ 11 ай бұрын

@@DamoBird365 yep I saw this one. It does not cover unique checklist items creation. How we can avoid duplicates?

@DamoBird365 11 ай бұрын

@FamilyTechNZ that’s quite a unique requirement? So you are importing the items more than once and want to check if they exist before creating? It can be done but I don’t have a video. Maybe post on the forum for a bespoke solution.

@wfblover1999 10 ай бұрын

@DamoBird365 - I'm looking to build a flow that uses an Adaptive card to send a weekly message to anyone who is listed on a Planner Task that has a status other than "Completed" - so they can then add a comment/update on where things are at with the task. The comment would appear in the "Notes" section of the planner card at the top, along with the date of entry. Do you have a video like that or could you consider one?

@DamoBird365 10 ай бұрын

Interesting. So, get all tasks not completed and send an adaptive card to task owner for a written update? I can consider it in the future for sure.

@wfblover1999 10 ай бұрын

@@DamoBird365 That would be great. I really appreciated your video on the use of an Adaptive card for proactively gathering Daily Stand Up information - I would see this as very similar. I lead a team of folks and spend time gathering this data manually - would love to see the process automated a bit.