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Helper V
Helper V

Create Planner Task with Checklist

Hello! I am wanting to create a new planner task and add a template for the checklist. This template will be the same every time a task is created. 

1. We have multiple planner buckets so will I need to create a flow for each bucket or can I use Categories?

2. How do I add the checklist to each flow?

Screen shots and details of flow examples would be appreciated!

Thank you

Tbruns_0-1593094527468.png

 

1 ACCEPTED SOLUTION

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Community Support
Community Support

Re: Create Planner Task with Checklist

Hi @Tbruns,

 

You could use Filter array action to filter out buckets from these plans get from a group:Annotation 2020-07-02 161001.jpg

 

After that, when you select the Plan Id, choose the Enter custom value to append the ID dynamic content:Annotation 2020-07-02 161307.jpg

 

Best Regards,
Community Support Team _ Lin Tu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

3 REPLIES 3
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Community Support
Community Support

Re: Create Planner Task with Checklist

Hi @Tbruns,

 

You could use List plans for a group to get all plan Ids, then put these IDs into the Apply to each to create a task for each plan:

Annotation 2020-06-26 112724.jpg

 

Best Regards,
Community Support Team _ Lin Tu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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Helper V
Helper V

Re: Create Planner Task with Checklist

@v-litu-msft Thank you, that's a start! Now when I flag an email how will it know which bucket to go into?07-01-2020 8-53-23 AM.png

Highlighted
Community Support
Community Support

Re: Create Planner Task with Checklist

Hi @Tbruns,

 

You could use Filter array action to filter out buckets from these plans get from a group:Annotation 2020-07-02 161001.jpg

 

After that, when you select the Plan Id, choose the Enter custom value to append the ID dynamic content:Annotation 2020-07-02 161307.jpg

 

Best Regards,
Community Support Team _ Lin Tu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

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