cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Anonymous
Not applicable

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.

13 REPLIES 13
v-yamao-msft
Community Support
Community Support

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.
Anonymous
Not applicable

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.

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.
Anonymous
Not applicable

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?

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.
Anonymous
Not applicable

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!

Anonymous
Not applicable

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.

Anonymous
Not applicable

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. 

Anonymous
Not applicable

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 🙂 


rhia

Did this work?

Anonymous
Not applicable

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!

 

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

 

Why hasnt this been done yet?

Helpful resources

Announcements

Community will be READ ONLY July 16th, 5p PDT -July 22nd

Dear Community Members,   We'd like to let you know of an upcoming change to the community platform: starting July 16th, the platform will transition to a READ ONLY mode until July 22nd.   During this period, members will not be able to Kudo, Comment, or Reply to any posts.   On July 22nd, please be on the lookout for a message sent to the email address registered on your community profile. This email is crucial as it will contain your unique code and link to register for the new platform encompassing all of the communities.   What to Expect in the New Community: A more unified experience where all products, including Power Apps, Power Automate, Copilot Studio, and Power Pages, will be accessible from one community.Community Blogs that you can syndicate and link to for automatic updates. We appreciate your understanding and cooperation during this transition. Stay tuned for the exciting new features and a seamless community experience ahead!

Summer of Solutions | Week 4 Results | Winners will be posted on July 24th

We are excited to announce the Summer of Solutions Challenge!    This challenge is kicking off on Monday, June 17th and will run for (4) weeks.  The challenge is open to all Power Platform (Power Apps, Power Automate, Copilot Studio & Power Pages) community members. We invite you to participate in a quest to provide solutions to as many questions as you can. Answers can be provided in all the communities.    Entry Period: This Challenge will consist of four weekly Entry Periods as follows (each an “Entry Period”)   - 12:00 a.m. PT on June 17, 2024 – 11:59 p.m. PT on June 23, 2024 - 12:00 a.m. PT on June 24, 2024 – 11:59 p.m. PT on June 30, 2024 - 12:00 a.m. PT on July 1, 2024 – 11:59 p.m. PT on July 7, 2024 - 12:00 a.m. PT on July 8, 2024 – 11:59 p.m. PT on July 14, 2024   Entries will be eligible for the Entry Period in which they are received and will not carryover to subsequent weekly entry periods.  You must enter into each weekly Entry Period separately.   How to Enter: We invite you to participate in a quest to provide "Accepted Solutions" to as many questions as you can. Answers can be provided in all the communities. Users must provide a solution which can be an “Accepted Solution” in the Forums in all of the communities and there are no limits to the number of “Accepted Solutions” that a member can provide for entries in this challenge, but each entry must be substantially unique and different.    Winner Selection and Prizes: At the end of each week, we will list the top ten (10) Community users which will consist of: 5 Community Members & 5 Super Users and they will advance to the final drawing. We will post each week in the News & Announcements the top 10 Solution providers.  At the end of the challenge, we will add all of the top 10 weekly names and enter them into a random drawing.  Then we will randomly select ten (10) winners (5 Community Members & 5 Super Users) from among all eligible entrants received across all weekly Entry Periods to receive the prize listed below. If a winner declines, we will draw again at random for the next winner.  A user will only be able to win once overall. If they are drawn multiple times, another user will be drawn at random.  Individuals will be contacted before the announcement with the opportunity to claim or deny the prize.  Once all of the winners have been notified, we will post in the News & Announcements of each community with the list of winners.   Each winner will receive one (1) Pass to the Power Platform Conference in Las Vegas, Sep. 18-20, 2024 ($1800 value). NOTE: Prize is for conference attendance only and any other costs such as airfare, lodging, transportation, and food are the sole responsibility of the winner. Tickets are not transferable to any other party or to next year’s event.   ** PLEASE SEE THE ATTACHED RULES for this CHALLENGE**   Week 1 Results: Congratulations to the Week 1 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Community MembersNumber SolutionsSuper UsersNumber Solutions Deenuji 9 @NathanAlvares24  17 @Anil_g  7 @ManishSolanki  13 @eetuRobo  5 @David_MA  10 @VishnuReddy1997  5 @SpongYe  9JhonatanOB19932 (tie) @Nived_Nambiar  8 @maltie  2 (tie)   @PA-Noob  2 (tie)   @LukeMcG  2 (tie)   @tgut03  2 (tie)       Week 2 Results: Congratulations to the Week 2 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 2: Community MembersSolutionsSuper UsersSolutionsPower Automate  @Deenuji  12@ManishSolanki 19 @Anil_g  10 @NathanAlvares24  17 @VishnuReddy1997  6 @Expiscornovus  10 @Tjan  5 @Nived_Nambiar  10 @eetuRobo  3 @SudeepGhatakNZ 8     Week 3 Results: Congratulations to the Week 3 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 3:Community MembersSolutionsSuper UsersSolutionsPower Automate Deenuji32ManishSolanki55VishnuReddy199724NathanAlvares2444Anil_g22SudeepGhatakNZ40eetuRobo18Nived_Nambiar28Tjan8David_MA22   Week 4 Results: Congratulations to the Week 4 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 4:Community MembersSolutionsSuper UsersSolutionsPower Automate Deenuji11FLMike31Sayan11ManishSolanki16VishnuReddy199710creativeopinion14Akshansh-Sharma3SudeepGhatakNZ7claudiovc2CFernandes5 misc2Nived_Nambiar5 Usernametwice232rzaneti5 eetuRobo2   Anil_g2   SharonS2  

Check Out | 2024 Release Wave 2 Plans for Microsoft Dynamics 365 and Microsoft Power Platform

On July 16, 2024, we published the 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform. These plans are a compilation of the new capabilities planned to be released between October 2024 to March 2025. This release introduces a wealth of new features designed to enhance customer understanding and improve overall user experience, showcasing our dedication to driving digital transformation for our customers and partners.    The upcoming wave is centered around utilizing advanced AI and Microsoft Copilot technologies to enhance user productivity and streamline operations across diverse business applications. These enhancements include intelligent automation, AI-powered insights, and immersive user experiences that are designed to break down barriers between data, insights, and individuals. Watch a summary of the release highlights.    Discover the latest features that empower organizations to operate more efficiently and adaptively. From AI-driven sales insights and customer service enhancements to predictive analytics in supply chain management and autonomous financial processes, the new capabilities enable businesses to proactively address challenges and capitalize on opportunities.    

Updates to Transitions in the Power Platform Communities

We're embarking on a journey to enhance your experience by transitioning to a new community platform. Our team has been diligently working to create a fresh community site, leveraging the very Dynamics 365 and Power Platform tools our community advocates for.  We started this journey with transitioning Copilot Studio forums and blogs in June. The move marks the beginning of a new chapter, and we're eager for you to be a part of it. The rest of the Power Platform product sites will be moving over this summer.   Stay tuned for more updates as we get closer to the launch. We can't wait to welcome you to our new community space, designed with you in mind. Let's connect, learn, and grow together.   Here's to new beginnings and endless possibilities!   If you have any questions, observations or concerns throughout this process please go to https://aka.ms/PPCommSupport.   To stay up to date on the latest details of this migration and other important Community updates subscribe to our News and Announcements forums: Copilot Studio, Power Apps, Power Automate, Power Pages

Users online (2,636)