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AHS20188
Level: Powered On

Planner flow that includes: Assigned To, Due Date, Task Title, and Description

Hi Everyone!

 

Does anyone have a flow/Planner template they can share with me to acheive the following?


EVery day at 9am, I want Flow to send my team an HTML table of all the outstanding tasks with:

 

1. Task Title

2. Due Date

3. Assigned to

4. Task Description

 

I have tried a few of the templates already available at flow.microsoft.com, but couldn't get what I need. Of course, I tried editing those templates myself to fit my needs and still couldn't reach my objective. 

 

Any help is much appreciated!

 

 

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: Planner flow that includes: Assigned To, Due Date, Task Title, and Description

Hi @AHS20188 ,

 

Please try the following method to configure Flow. You could configure Flow based on Template-Send a digest email of all outstanding Planner tasks.

 

Set Recurrence to trigger Flow at nine o'clock every day.

Delete Filter array and Select action and add the following configuration.

  • Initialize two variables, one to store AssignedTo and one to store the contents of HtmlTable.
  • Iterate through all the tasks and use Condition to filter out the unfinished tasks.
  • Traverse value assignments and append the user display name to the variable.
  • Use Get task details to get the description and append the relevant properties to the table. Note that AssignedTo variable needs to be cleared each time.

 

Image reference:

25.PNG26.PNG27.PNG28.PNG

Please take a try.

 

Best Regards,

Community Support Team _ Barry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

3 REPLIES 3
Dual Super User
Dual Super User

Re: Planner flow that includes: Assigned To, Due Date, Task Title, and Description

Hi @AHS20188 

 

You might wanna try the flow as shown in the screenshot below:

You can add the 9AM prameter in the advanced options of teh flow trigger. 

ssss.png

 

Hope this Helps!

 

If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up. THANKS!

Community Support Team
Community Support Team

Re: Planner flow that includes: Assigned To, Due Date, Task Title, and Description

Hi @AHS20188 ,

 

Please try the following method to configure Flow. You could configure Flow based on Template-Send a digest email of all outstanding Planner tasks.

 

Set Recurrence to trigger Flow at nine o'clock every day.

Delete Filter array and Select action and add the following configuration.

  • Initialize two variables, one to store AssignedTo and one to store the contents of HtmlTable.
  • Iterate through all the tasks and use Condition to filter out the unfinished tasks.
  • Traverse value assignments and append the user display name to the variable.
  • Use Get task details to get the description and append the relevant properties to the table. Note that AssignedTo variable needs to be cleared each time.

 

Image reference:

25.PNG26.PNG27.PNG28.PNG

Please take a try.

 

Best Regards,

Community Support Team _ Barry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

Highlighted
AHS20188
Level: Powered On

Re: Planner flow that includes: Assigned To, Due Date, Task Title, and Description

@v-bacao-msft thank you so much!!! This is exactly what I was looking for! Much appreciated! 

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