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bboan
New Member

Planner task checklist from forms or excel or SP

I need to know if this is possible...
HR fills out a Forms form for new hires and fires. Each situation could mean different answers depending on the new hire. The answers to the questions on the form need to create a checklist in a task in Planner. I'll then assign the task to the department(s) that need to complete the jobs in the checklist.

 

Does this sound possible? Do I need to send the form answers to Excel or SharePoint then to Planner? 

1 REPLY 1
MarvinBangert
Super User
Super User

Hi @bboan 

you can directly create the task in Planner without saving the answers to Excel or SharePoint first. Use the "Create a task" action in Power Automate first. This only gives you the options to create a task, give it a title, a bucket, start and due date, assigned to and some categories. Afterwards you need to use "Update task details", there you can put in the different Checklist Items:

MarvinBangert_0-1644415443254.png

Or you can put in a JSON if you prepare the format before. Just click on the "T" in the right upper corner on the "Checklist" section to switch the mode.

 

Does this help you? Otherwise please give me some more information.

Best regards
Marvin

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