cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
ChrstnMchl
Level 8

Flow to Create Plan in Planner

I'd like to create a plan based on a new calendar event.  I'd like to have a list of tasks automatically generated as they are the same for each project.

12 REPLIES 12
Community Support Team
Community Support Team

Re: Flow to Create Plan in Planner

Hi ChrstnMchl,

 

We could use a flow looks like below to create a task when a new event is created.


When a new calendar event is created, the flow will be triggered and a new task will be created in Planner.

4.PNG

 

About having a list of tasks automatically generated, you could consider to use the List tasks action. When using this action, we are able to list tasks within the same Plan Id but there is no filter query could be used to list only tasks which have the same project.

5.PNG


If you do have a request about this issue, please consider to submit an idea at Flow Ideas Forum, I will collect and report it on my side.

 

Please feel free reply if you need more help.

 

Best regards,
Mabel Mao

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.
ChrstnMchl
Level 8

Re: Flow to Create Plan in Planner

Thanks.  That's close, but it doesn't really get me there from the first step.  I need the calendar event to create a _plan_.  Then I need to automatically add tasks to that plan.

 

Here is my use case.  We have projects due on certain dates.  The projects entail 20 or more tasks that are common to each project that are assigned to different people.  I would like to automate the process so that when a project goes on the calendar it gets it _own_ plan.  So the calendar needs to create the plan.  Then a list of tasks can be added.

 

I'll check out the forum as well.

Community Support Team
Community Support Team

Re: Flow to Create Plan in Planner

Hi ChrstnMchl,

 

Currently, there is no action for Planner can be used to create a Plan. If you want flow to create a Plan, please consider to create an idea at Flow Ideas Forum, I will also report and collect it from my side.
https://powerusers.microsoft.com/t5/Flow-Ideas/idb-p/FlowIdeas

 

As a temporary, please consider to create plans manually in Planner, then create a flow to create a task under the Plan Id you have created in Planner.


Best regards,
Mabel Mao

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.
ChrstnMchl
Level 8

Re: Flow to Create Plan in Planner

That is close too.  I can create a Plan manually - that isn't a huge deal.  Can I create a series of tasks in that plan automatically though?  I have like 30 tasks associated with each project that are the same for each project (and the dates vary based on the due date).  Can I automatic the tasks to be created?  Or do I need to create a flow for each tasks?

Community Support Team
Community Support Team

Re: Flow to Create Plan in Planner

Hi ChrstnMchl,

 

If your flow is triggered by “When a new event is created”, then a flow looks like below will create a task under the Plan you have selected automatically.


I think that you don’t need to create a flow for each task.


You could try it on your side and feel free reply if you need more help.

3.PNG


Best regards,
Mabel Mao

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.
ChrstnMchl
Level 8

Re: Flow to Create Plan in Planner

Thanks again!  I'm still not seeing how I can get the 30 different tasks triggered from the one event without setting up an Action for each task to be created.  I'd like to create a list of assigned tasks with due dates based on one trigger.  Looks like I could do that, but I have to set up an individual Action for each task which is laborious but at least it would only have to be done once.  With Todoist, all have to do is drag a CSV to a box...

Related to this, I am having a hard time configuring the dates.  I have a project due on one date certain, I have a series of tasks that are due at different dates in relation to that one date.  Is there a way I can set up some logic to provide those due dates?  For example, I have a Calendar event due August 2nd.  I want to trigger a task that needs to be completed 5 days before and another task with a due date of 3 days before.  I have tried using a simple button to be the trigger and it would work to create a task, but I have not been able to get the dates to work out yet.  Do you have any guidance here?

 

 

Thanks again for the help!

ChrstnMchl
Level 8

Re: Flow to Create Plan in Planner

Anymore thoughts on this?

 

I can use a manual button to create a series of tasks - so that is great!  But, I have to go in and change each individual task creating action to a different project when I need to do these on new project.  That is a whole lot of manual changing to automate something.  I tried have the botton prompt for a Plan name then use the List Plans action, then condition the text entered to the Plan Title.  If they match it should move on to add the tasks to the Plan that it is matching - but it keeps giving me an error.

 

I really need some help here.

Benjo
Level: Power Up

Re: Flow to Create Plan in Planner

We need to do something similar. We have a complex process that is repeated frequently. We'd like to set up tasks and reminders for the process in Planner. We'd like to use the Plan we set up as a template so we don't have to re-create the Plan each time. 

rhia
Level: Powered On

Re: Flow to Create Plan in Planner

Hey there - I'm going through this as well at the moment. Doesn't seem to be a way to use a Template yet, BUT, at least we can create a Plan through the API:

https://docs.microsoft.com/en-us/graph/api/planner-post-plans?view=graph-rest-1.0

Note, though, that it requires a group first ... but... we have the Azure action to create the group! I think.. about to test this all out Smiley Happy 


rhia

Highlighted
Mattw112IG
Level 8

Re: Flow to Create Plan in Planner

Did this work?

Ayoub
Level: Power Up

Re: Flow to Create Plan in Planner

Hello everyone,

 

I was going through the same issue, trying to create a plan from Flow by using the graph api, here is what I did:

 

- I first created an application through https://apps.dev.microsoft.com and I gave it the access it needs to list groups and create plans (Group.Read.All, Group.ReadWrite.All) for both types (Delegated/Application).

- I connected with an admin account and have accepted those permissions to be delegated to the app.

- I then created my flow which will start by requesting the access token from the app, this part went well.

- I then use that token to request the graph api to create a plan, when I test my flow, this step return a 401 Error saying "You do not have permission to view this directory or page using the credentials that you supplied."

 

I also tried to use this token to list groups or something else that don't require additional permissions but I got the same error message.

 

Please if anyone can help on resolving this issue. I also don't understand why this features isn't already implemented in Flow!

 

VincentNooren
Level: Power Up

Re: Flow to Create Plan in Planner

2 years on questions and still no good solution. I also want to create a plan with template. My trigger is a new message in a specific canal in Teams.

 

Greets Vincent

 

Helpful resources

Announcements
firstImage

Microsoft Business Applications Virtual Launch Event

Watch the event on demand for an in-depth look at the new innovations across Dynamics 365 and the Microsoft Power Platform.

firstImage

Watch Sessions On Demand!

Continue your learning in our online communities.

Power Platform 2019 Release Wave 2 Plan

Power Platform 2019 Release Wave 2 Plan

Features releasing from October 2019 through March 2020.

thirdimage

Flow Community User Group Member Badge

Fill out a quick form to claim your user group badge now!

fifthimage

Microsoft Learn

Learn how to build the business apps that you need.

sixthImage

Power Platform World Tour

Find out where you can attend!

seventhimage

Webinars & Video Gallery

Watch & learn from the Flow Community Video Gallery!

Users Online
Currently online: 355 members 4,449 guests
Please welcome our newest community members: