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HParker
Regular Visitor

Build Flow to Import to Planner from Excel + Update Excel based on Planner Activity

Hi everyone - 

 

Hoping for a bit of direction and help. At the end of the day I'm trying to find a solution that will work for everyone on the team. We have some people who really prefer excel to keep track of their tasks and some (including myself) who prefer planner.

 

I'm very new to flows, but I have a feeling we could come up with some workarounds to satisfy both groups. 

 

Here's what I'm hoping for:

  • Automated flow(s) that either runs real time/ scheduled 2-3x per day or is triggered, M-F
  • Flow to import and update tasks from Excel to Planner and vice versa
  • Incl Field: Plan, Bucket, Title, Assignment, Progress, Priority, Due Date

As an aside, our team members currently work across multiple plans. If it's possible, I'd like to create one spreadsheet off of which this flow would run. 

 

All the above said, I am so hopeful that someone's run into this before and has a flow that they wouldn't mind sharing my way. It would be amazing.

 

Thanks

H

1 ACCEPTED SOLUTION

Accepted Solutions
ChristianAbata
Community Champion
Community Champion

Hi @HParker 

Maybe yoy need someting like this.

create.PNG

So you can decide when run the flow with a schedule conector, and then get all task in excel to create task in planner.



Did I answer your question? Please consider to Mark
my post as a solution! to guide others :winking_face:

Proud to be a Flownaut!


If you want you can follow me at www.christianabata.com Quieres contenido en español? Síguenos en Power Automate LA

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1 REPLY 1
ChristianAbata
Community Champion
Community Champion

Hi @HParker 

Maybe yoy need someting like this.

create.PNG

So you can decide when run the flow with a schedule conector, and then get all task in excel to create task in planner.



Did I answer your question? Please consider to Mark
my post as a solution! to guide others :winking_face:

Proud to be a Flownaut!


If you want you can follow me at www.christianabata.com Quieres contenido en español? Síguenos en Power Automate LA

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