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Tbruns
Post Patron
Post Patron

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

Accepted Solutions

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

7 REPLIES 7
v-litu-msft
Community Support
Community Support

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.

@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

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

Gigaenvy
Helper II
Helper II

Where does question #2 get addressed? I see no reference to Checklist per the question?

Me neither🤔

jamesharbor
New Member

Any update on the second question:

 

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

Willerz7071
Advocate II
Advocate II

Is it me or is Microsoft ignoring the Planner Checklist feature in Power Automate/Flow??

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