Power Automate - Create Planner Task from SharePoint List!

Introduction

This tutorial will guide you through the process of creating Planner tasks from a SharePoint list using Power Automate. By the end of this guide, you'll be able to automate task creation, ensuring specific users receive their tasks efficiently. This integration can streamline your workflow and enhance productivity in task management.

Step 1: Set Up Your SharePoint List

1. Create a SharePoint List:

   • Open SharePoint and create a new list.
   • Include columns for task details, such as task name, due date, and the user assigned to the task.

2. Add Planner URLs:

   • For each user in your SharePoint list, include their Planner URL. This will allow Power Automate to assign tasks directly to the correct user.

Step 2: Create a Power Automate Flow

1. Access Power Automate:

   • Log in to your Power Automate account.

2. Create a New Flow:

   • Click on "Create" and select "Automated cloud flow."

3. Choose a Trigger:

   • Select "When an item is created" as the trigger.
   • Choose your SharePoint site and the list you just created.

Step 3: Add an Action to Create a Planner Task

1. Add a New Action:

   • Click on "New step" and search for "Planner."
   • Select "Create a task" from the list of actions.

2. Configure the Task Details:

   • Fill in the required fields:
     • Group ID: Choose the correct Planner group.
     • Plan ID: Select the plan where tasks will be created.
     • Title: Use the dynamic content from your SharePoint list to populate the task name.
     • Assigned To: Use the dynamic content to assign the task using the Planner URL from your SharePoint list.

3. Set Additional Parameters (optional):

   • You can add due dates and descriptions using the corresponding columns from your SharePoint list.

Step 4: Test Your Flow

1. Save and Test the Flow:

   • Save your flow and create a new item in your SharePoint list.
   • Check if the corresponding task is created in Planner.

2. Monitor the Flow:

   • Go to the "My flows" section and select your flow.
   • Monitor the run history to ensure the flow is functioning correctly without errors.

Conclusion

By following these steps, you can successfully automate the creation of Planner tasks from a SharePoint list using Power Automate. This integration allows for efficient task management and ensures that tasks are assigned to the correct users. As a next step, consider exploring additional automations within Power Automate to further enhance your workflow efficiency.