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.
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.
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.
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
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
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.
Best regards,
Mabel Mao
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!
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.
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.
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?
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?
A new month means it's time to celebrate and welcome the new user groups that have joined our community. We are excited to announce that we have more than 8 New Groups, which is no surprise after the amazing Microsoft Power Platform Conference. This month, we are breaking them out by the different community categories. If your group is listed here, give this post a kudo so we can celebrate with you! Don't forget to take a look at the many events happening near you or virtually! It's a great time of year to connect and engage with User Groups both locally and online. Please Welcome Our NEW User Groups Power Platform: PowerIT User Group: Nottingham Power Platform User Group: Bergen Power Platform User Group: Danmark Nashville Power Platform User Group Microsoft Ambassador Program y Mujer Latina Technolochicas NCWIT Community Copilot Studio: Copilot User Group Italia Dynamics365: Dynamics User Group AdriaticDynamic 365 Azerbaijan December User Group Events 01 Dec 2023 Aprendiendo Desarrollo web, creando mi primer power app y power page. 01 Dec 2023 Q4 Hybrid Philadelphia Dynamics 365 & Power Platform User Group Meeting05 Dec 2023APAC Dynamics 365 FastTrack Bootcamp - BI and Analytics07 Dec 2023Bay Area Power Platform Meetup: Learn, Share, and Connect07 Dec 2023Indiana D365/AX December User Group Meeting07 Dec 2023Dynamics User Group Meeting: Houston09 Dec 2023 December '23 - NEW Power Apps User Group Meeting - Online 12 Dec 2023December Cleveland Power Platform User Group Meeting12 Dec 2023 RW2 Data Stewardship Open Forum Discussion 13 Dec 2023 Black Country Power Platform User Group - December 2023 - West Midlands
Our ongoing BACK TO BASICS: TUESDAY TIP series dedicated to helping both new members and seasoned veterans of our community learn and grow reached a milestone ten posts! We're excited to present this "one stop" post for each of our #TuesdayTips, making it easier to find what you're looking for and help you understand the community: from ranking and badges to profile avatars, from being a Super User to blogging in the community, and so much more. Thank you for your incredible support for this series--we are so glad it was able to help so many of you navigate your community experience. Back to Basics Tuesday Tip #1: All About Your Community Account Find out the basics of your community account. Whether it's changing your username, updating an email address, understanding GDPR, or customizing your profile, this is the place to begin. ○ Power Apps ○ Power Automate ○ Power Pages ○ Copilot Studio Back to Basics Tuesday Tip #2: All About Community Ranks Have you ever wondered how your fellow community members earn the different ranks available? What is the difference between an Advocate and a Helper, a Solution Sage and a Community Champion? In this #TuesdayTip, we share the secrets and tips to help YOU keep your ranking growing--and why it's so important to our communities. ○ Power Apps ○ Power Automate ○ Power Pages ○ Copilot Studio Back to Basics Tuesday Tip #3: Contributing to the Community If you need to understand how subscriptions or notifications work, how to use search to find the answers you're looking for, or editing your posts, this is the place to start. With these handy tips, you'll find what you're looking for, ask some great questions, and format your posts perfectly! ○ Power Apps ○ Power Automate ○ Power Pages ○ Copilot Studio Back to Basics Tuesday Tip #4: What is a Super User? Have you ever been exploring the community and come across a user with this unique icon next to their name? It means you have found the actual, real-life superheroes of the Power Platform Community! Super Users are our heroes because of the way they are consistently helpful with everything from solutions to flagging spam, offering insight on the community, and so much more! Find out more in this #TuesdayTip. ○ Power Apps ○ Power Automate ○ Power Pages ○ Copilot Studio Back to Basics Tuesday Tip #5: How to Become a Community Blog Author We want YOU to be part of the community blog! Sharing your knowledge of Power Platform is an essential part of our community! By sharing what you know and have learned with the community in the Power Platform in the community blog, you help us create a more engaged and informed community, better equipped to tackle complex challenges. To get started with blogging across the Power Platform communities, please visit the following links. ○ Power Apps ○ Power Automate ○ Power Pages ○ Copilot Studio Back to Basics Tuesday Tip #6 All About Community User Groups Being part of, starting, or leading a User Group can have many great benefits for our community members who want to learn, share, and connect with others who are interested in the Microsoft Power Platform and the low-code revolution. Don't wait. Get involved with (or maybe even start) a User Group today--just follow the tips below to get started. ○ Power Apps ○ Power Automate ○ Power Pages ○ Copilot Studio Back to Basics Tuesday Tip #7: Resources for User Groups Once you've launched your Community User Group, we are excited to have many resources available that can help you lead, engage, and grow your User Group! Whether it's access to the Microsoft Community Tenant for User Groups, help with finding speakers for your User Group meetings (both local and virtual speakers), and even finding spaces to have your meetings in--check out this #TuesdayTip to get what you need! ○ Power Apps ○ Power Automate ○ Power Pages ○ Copilot Studio Back to Basics Tuesday Tip #8: All About Subscriptions and Notifications Keeping track of what you want to know and how you want to find out about it may seem confusing. This #TuesdayTip is all about your community profile's subscriptions and notifications settings. Check out the links below for clear directions and how-to's. ○ Power Apps ○ Power Automate ○ Power Pages ○ Copilot Studio Back to Basics Tuesday Tip #9: All About the Community Galleries Have you checked out the library of content in our galleries? Whether you're looking for the latest info on an upcoming event, a helpful webinar, or tips and tricks from some of our most experienced community members, our galleries are full of the latest and greatest video content for the Power Platform communities. Find out more by following the links below. ○ Power Apps ○ Power Automate ○ Power Pages ○ Copilot Studio Back to Basics Tuesday Tip #10: Community Support Whether you're a seasoned community veteran or just getting started, you may need a bit of help from time to time! If you need to share feedback with the Community Engagement team about the community or are looking for ways we can assist you with user groups, events, or something else, Community Support is the place to start. Community Support is part of every one of our communities, accessible to all our community members, so find out what it means for your community with our last #TuesdayTip. ○ Power Apps ○ Power Automate ○ Power Pages ○ Copilot Studio Thank you for your support for our #TuesdayTip series. We look forward to bringing you more tips and tricks to help make your community experience the best it can be!
Welcome to our November Newsletter, where we highlight the latest news, product releases, upcoming events, and the amazing work of our outstanding Community members. If you're new to the Community, please make sure to follow the latest News & Announcements and check out the Community on LinkedIn as well! It's the best way to stay up-to-date with all the news from across the Power Platform and beyond. This month's highlights:- - Our most active community members- Microsoft Power Up Program- Microsoft Community Days website - The latest blogs and more COMMUNITY HIGHLIGHTS Check out the most active community members of the last month. These hardworking members are posting regularly, answering questions, kudos, and providing top solutions in their communities. We are so thankful for each of you--keep up the great work! If you hope to see your name here next month, just get active! FLMikePstork1Nived_NambiarWarrenBelzSprongYeManishSolankiLaurensMwskinnermlcAgniusExpiscornovuscreativeopinion KatieAUinzil2kHaressh2728hafizsultan242douicmccaughanwoLucas001domliu Power Up Program Click the image below to discover more about the amazing Microsoft Power Up Program, as Reem Omar, Abbas Godhrawala, Chahine Atallah, Ruby Ruiz Brown, Juan Francisco Sánchez Enciso, Joscelyne Andrade Arévalo, Eric G. and Paulina Pałczyńska share how non-tech professionals can successfully advance into a new career path using Microsoft #PowerPlatform. To find out more about this amazing initiative, click here to apply for the program and reboot your journey into low-code app development today! Community Days - Event Website Have you checked out the Community Days website yet? Dedicated to the volunteer community organizers around the world, Community Days is the perfect place to find an event near you or add an event for wider exposure. Many thanks to Thomas Daly, Sharon Weaver, Sedat Tum, Jonathan Weaver, Manpreet Singh, David Leveille, Jason Rivera, Mike Maadarani, Rob Windsor and the team for all their hard work. Anyone can host a Community Day on any topic relevant to our industry, just click the image below to find out more. EVENT NEWS Power Platform French Summit - Paris/Virtual - 6-7th Dec It's not long now until the Power Platform French Summit, which takes place both virtually and in-person at the Microsoft France conference center in Paris on 6-7th December 2023. If you can't make it in-person, all sessions will also be broadcast on virtual networks for better distribution and accessibility. There's a fantastic array of speakers, including Jérémy LAPLAINE, Amira Beldjilali, Rémi Chambard, Erika Beaumier, Makenson Frena, Assia Boutera, Elliott Pierret, Clothilde Facon, Gilles Pommier, Marie Aubert, Antoine Herbosa, Chloé Moreau, Raphaël Senis, Rym Ben Hamida, Loïc Cimon, Joséphine Salafia, David Zoonekyndt, Aïcha Charpentier, Henry Jammes, Milene Rochard, Mehdi EL YASSIR, and many more. Click the image below for more information. LATEST COMMUNITY BLOG ARTICLES Power Apps Community Blog Power Automate Community Blog Copilot Community Blog Power Pages Community Blog
This is the TENTH post in our ongoing series dedicated to helping the amazing members of our community--both new members and seasoned veterans--learn and grow in how to best engage in the community! Each Tuesday, we feature new content that will help you best understand the community--from ranking and badges to profile avatars, from Super Users to blogging in the community. Our hope is that this information will help each of our community members grow in their experience with Power Platform, with the community, and with each other! This Week: All About Community Support Whether you're a seasoned community veteran or just getting started, you may need a bit of help from time to time! If you need to share feedback with the Community Engagement team about the community or are looking for ways we can assist you with user groups, events, or something else, Community Support is the place to start. Community Support is part of every one of our communities, accessible to all our community members. Power Apps: https://powerusers.microsoft.com/t5/Community-Support/ct-p/pa_community_support Power Automate: https://powerusers.microsoft.com/t5/Community-Support/ct-p/mpa_community_support Power Pages: https://powerusers.microsoft.com/t5/Community-Support/ct-p/mpp_community_support Copilot Studio: https://powerusers.microsoft.com/t5/Community-Support/ct-p/pva_community-support Within each community's Community Support page, you'll find three distinct areas, each with a different focus to help you when you need support from us most. Community Accounts & Registration is the go-to source for any and all information related to your account here in the community. It's full of great knowledge base articles that will help you manage your community account and know what steps to take if you wish to close your account. ● Power Apps ● Power Automate ● Power Pages, ● Copilot Studio Using the Community is your source for assistance with everything from Community User Groups to FAQ's and more. If you want to know what kudos are, how badges work, how to level up your User Group or something else, you will probably find the answers here. ● Power Apps ● Power Automate ● Power Pages ● Copilot Studio Community Feedback is where you can share opportunities, concerns, or get information from the Community Engagement team. It's your best place to post a question about an issue you're having in the community, a general question you need answered. Whatever it is, visit Community Feedback to get the answers you need right away. Our team is honored to partner with you and can't wait to help you! ● Power Apps ● Power Automate ● Power Pages ● Copilot Studio
What an amazing event we had this year, as Microsoft showcased the latest advancements in how AI has the potential to reshape how customers, partners and developers strategize the future of work. Check out below some of our handpicked videos and Ignite announcements to see how Microsoft is driving real change for users and businesses across the globe. Video Highlights Click the image below to check out a selection of Ignite 2023 videos, including the "Microsoft Cloud in the era of AI" keynote from Scott Guthrie, Charles Lamanna, Arun Ulag, Sarah Bird, Rani Borkar, Eric Boyd, Erin Chapple, Ali Ghodsi, and Seth Juarez. There's also a great breakdown of the amazing Microsoft Copilot Studio with Omar Aftab, Gary Pretty, and Kendra Springer, plus exciting sessions from Rajesh Jha, Jared Spataro, Ryan Jones, Zohar Raz, and many more. Blog Announcements Microsoft Copilot presents an opportunity to reimagine the way we work—turning natural language into the most powerful productivity tool on the planet. With AI, organizations can unearth value in data across productivity tools like business applications and Microsoft 365. Click the link below to find out more. Check out the latest features in Microsoft Power Apps that will help developers create AI-infused apps faster, give administrators more control over managing thousands of Microsoft Power Platform makers at scale, and deliver better experiences to users around the world. Click the image below to find out more. Click below to discover new ways to orchestrate business processes across your organization with Copilot in Power Automate. With its user-friendly interface that offers hundreds of prebuilt drag-and-drop actions, more customers have been able to benefit from the power of automation. Discover how Microsoft Power Platform and Microsoft Dataverse are activating the strength of your enterprise data using AI, the announcement of “plugins for Microsoft Copilot for Microsoft 365”, plus two new Power Apps creator experiences using Excel and natural language. Click below to find out more about the general availability of Microsoft Fabric and the public preview of Copilot in Microsoft Fabric. With the launch of these next-generation analytics tools, you can empower your data teams to easily scale the demand on your growing business. And for the rest of all the good stuff, click the link below to visit the Microsoft Ignite 2023 "Book of News", with over ONE HUNDRED announcements across infrastructure, data, security, new tools, AI, and everything else in-between!
This is the ninth post in our series dedicated to helping the amazing members of our community--both new members and seasoned veterans--learn and grow in how to best engage in the community! Each Tuesday, we feature new content that will help you best understand the community--from ranking and badges to profile avatars, from Super Users to blogging in the community. Our hope is that this information will help each of our community members grow in their experience with Power Platform, with the community, and with each other! Today's Tip: All About the Galleries Have you checked out the library of content in our galleries? Whether you're looking for the latest info on an upcoming event, a helpful webinar, or tips and tricks from some of our most experienced community members, our galleries are full of the latest and greatest video content for the Power Platform communities. There are several different galleries in each community, but we recommend checking these out first: Community Connections & How-To Videos Hosted by members of the Power Platform Community Engagement Team and featuring community members from around the world, these helpful videos are a great way to "kick the tires" of Power Platform and find out more about your fellow community members! Check them out in Power Apps, Power Automate, Power Pages, and Copilot Studio! Webinars & Video Gallery Each community has its own unique webinars and videos highlighting some of the great work being done across the Power Platform. Watch tutorials and demos by Microsoft staff, partners, and community gurus! Check them out: Power Apps Webinars & Video Gallery Power Automate Webinars & Video Gallery Power Pages Webinars & Video Gallery Copilot Studio Webinars & Video Gallery Events Whether it's the excitement of the Microsoft Power Platform Conference, a local event near you, or one of the many other in-person and virtual connection opportunities around the world, this is the place to find out more about all the Power Platform-centered events. Power Apps Events Power Automate Events Power Pages Events Copilot Studio Events Unique Galleries to Each Community Because each area of Power Platform has its own unique features and benefits, there are areas of the galleries dedicated specifically to videos about that product. Whether it's Power Apps samples from the community or the Power Automate Cookbook highlighting unique flows, the Bot Sharing Gallery in Copilot Studio or Front-End Code Samples in Power Pages, there's a gallery for you! Check out each community's gallery today! Power Apps Gallery Power Automate Gallery Power Pages Gallery Copilot Studio Gallery
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