Update rows in Excel when tasks are completed in planner

[Anonymous]

Hello all,

I recently started using the 'Planner' module within Teams to assign tasks associated with new product development projects. I have 55 tasks per project and 23 of these projects.

I want to create an Excel document summarizing the status of all these 55*23 tasks. I want this document to automatically update each time someone makes an update to a task. From my research it appears 'Flow' can make this happen. I have been messing with some of the existing templates avaliable in flow but none of them are working as intended.

I am looking for guidance on this issue. Does anyone have experience with performing operations like these using Flow? Any help will be greatly appreciated. 

Thanks,

Harsha

[v-bacao-msft]

Hi @Anonymous ,

You need to create a field in the Excel table to store the task id.

And use When a task is completed as a trigger.

Then configure the Update a row action, set the TaskID as the key column and configure the fields you want to update.

Image reference:

Best Regards,

[Anonymous]

I tried your solution but it did not work. Can you share a couple of screenshots on how to setup the Excel table?

[v-bacao-msft]

Hi @Anonymous ,

You could select the range first, then click Format as Table to create the Table, create the corresponding column, and save the file to OneDrive or SharePoint Library.

Image reference:

Best Regards,

[takolota]

@Anonymous 

It may be easier to use a more comprehensive template like this so you aren’t constantly syncing things between tools…

Free for any licensed Office365 organizations, this SharePoint & Teams template makes one source of truth for a project log, kanbans, GANTTs, workload trackers, & update notifications:
https://powerusers.microsoft.com/t5/Power-Automate-Cookbook/Project-Tracker-SharePoint-and-Teams/td-p/1788102