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cw33
New Member

Solution for sharing Planner tasks and buckets with external parties

Hi All, 

 

Pulling my hair out trying to figure this one out and im not even sure Power Automate is the right way but hoping one of you might be able to help. 

 

Basically my team receive requests through Microsfot Forms that go in to Planner and then i assign them to a person. The complaint we are getting from the business is that once the form is submitted there is no way for the requestor to have visibility on where the task is and which bucket it sits in. I was thinking that either a sharepoint or excel sheet that updated every 5 minutes to show current status might work but cannot get anything to work. 

 

Thanks in advance for any solutions. 

1 REPLY 1
Merco
Helper I
Helper I

Have you tried to send back an email to the requestor with the link to the Planner, after you finished the flow and submitted the task in Planner?

 

Also, you can think about setting up a Power BI for them, to follow the follow up on the request. Something like:

https://powerbi.team/powerbiforplanner/

 

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