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shonedwa
Level: Power Up

Create a new row in an excel table from every new task in Planner

I want to run a new task based system in our department and the manager wants to be able to have an easy list of all the tasks that have been set, to whom, date of creation etc. I can see that you can create rows in an excel spreadsheet for each new task but if I want specific data like who it was assigned to an the like do I need to enter it for each individual request?

2 ACCEPTED SOLUTIONS

Accepted Solutions
Super User
Super User

Re: Create a new row in an excel table from every new task in Planner

This is not something you'd want to do with Excel due to the Excel Connectors having file-lockout limitations from 6 minutes - 12 minutes in length. You could however do this with a SharePoint list. 

The Microsoft Planner Connector has several triggers that could initiate your Flow, such as When a task is created and When a task is completed. All of the additional information you want to add is listed under the Planner Connector Definitions, so for the SharePoint list you'd just create a custom column view with all of the desire columns. Once you have your custom view set on the SharePoint list, when you select that list in the Flow's Create Item step (see screenshot), you'd have the option to pupulate all of the columns from that list's view within the Create Item Flow step.

Here's a screenshot overview outlining the basic logic of your Flow, again you'd still need to create the list, list columns and the list view:

TasksToList.PNG

If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. THANKS!

View solution in original post

Community Support Team
Community Support Team

Re: Create a new row in an excel table from every new task in Planner

Hi @shonedwa ,

 

From your description, it seems that you would like to insert planner tasks info into an Excel file.

 

About “I want specific data like who it was assigned to”, do you want to know to whom the task is assigned?

 

In the following scenario, I am going to add task related information into an Excel table, such as the Title, start time, end time, created time, description, and assigned to, etc.

 

When the task is created, use Get task details to get the description of the task, then add Get user profile to get the task “assigned to” user email address. Last, add a row into a table with corresponding info.

 

Image for your reference.

1.PNG

 

Best regards,

Mabel

 

Community Support Team _ Mabel Mao
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
Super User
Super User

Re: Create a new row in an excel table from every new task in Planner

This is not something you'd want to do with Excel due to the Excel Connectors having file-lockout limitations from 6 minutes - 12 minutes in length. You could however do this with a SharePoint list. 

The Microsoft Planner Connector has several triggers that could initiate your Flow, such as When a task is created and When a task is completed. All of the additional information you want to add is listed under the Planner Connector Definitions, so for the SharePoint list you'd just create a custom column view with all of the desire columns. Once you have your custom view set on the SharePoint list, when you select that list in the Flow's Create Item step (see screenshot), you'd have the option to pupulate all of the columns from that list's view within the Create Item Flow step.

Here's a screenshot overview outlining the basic logic of your Flow, again you'd still need to create the list, list columns and the list view:

TasksToList.PNG

If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. THANKS!

View solution in original post

Community Support Team
Community Support Team

Re: Create a new row in an excel table from every new task in Planner

Hi @shonedwa ,

 

From your description, it seems that you would like to insert planner tasks info into an Excel file.

 

About “I want specific data like who it was assigned to”, do you want to know to whom the task is assigned?

 

In the following scenario, I am going to add task related information into an Excel table, such as the Title, start time, end time, created time, description, and assigned to, etc.

 

When the task is created, use Get task details to get the description of the task, then add Get user profile to get the task “assigned to” user email address. Last, add a row into a table with corresponding info.

 

Image for your reference.

1.PNG

 

Best regards,

Mabel

 

Community Support Team _ Mabel Mao
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

shonedwa
Level: Power Up

Re: Create a new row in an excel table from every new task in Planner

Thankyou for the responses! I hadn't thought of using sharepoint so thankyou for that I'll have a look!

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