Showing results for 
Search instead for 
Did you mean: 

Create Planner Tasks from New SharePoint List Item


A request came through for a team to have tasks created in Planner based on a new entry in a SharePoint list. The list has the following inputs, Title for the name of the new project, Client for the plan that the bucket and tasks would be added to and finally the Due date for the project. The list also had a few calculated date columns for the different stages for the project, for example the Spec should be available 2 weeks before the due date etc.


I created a list and plans to match the list of clients, each client has their own plan.



Creating the Flow

The flow is going to trigger from a new item on the Projects list, so I create a blank flow and add the SharePoint trigger When an Item is created.flowplanner02.png


The next part I need is to create a bucket in the plan that matches the client. So I add the Planner action of Create a Bucket. It requires two pieces of information. The Name is the Title of the list item so that can be selected but the Plan Id gives me a drop down. It doesn't say Plan Name so it probably wants an ID rather than just "Sally Enterprises".


To work out what it wants, I select a plan from the drop down, then save and run the flow by adding a new item to the list. I then check the run details. In the flow run we can see that the Plan Id is a long string. So we need a method to find that Plan Id given the name of the plan.flowplanner04.png


Getting the Plan Id

Looking at the actions available we can get the list of plans and then filter the returned values to match the Client selected. So I removed the Create a bucket action and added List my plans action and then a Filter array action.flowplanner05.png

I then tested the flow again. The run details show the details of the selected plan which includes the Title and Plan Id.flowplanner06.png

Creating the Bucket and Tasks

So now we have the Plan Id we can create the bucket. I add the Create Bucket action again and the name is the Title of the created item. To add the found Plan Id I need to select Enter custom value and then from Dynamic Content panel and select Id from the Filter Array action

As soon as I add the Id from the Filter Array action it automatically wraps a Apply to Each around the Create Bucket action. Although we hope the Filter array action only returns one row, it could return multiple rows so the Apply to Each is the only way to handle the returned rows, even though its probably only a list of one item.


We can now add the tasks. The Plan id is the same as the Create a bucket action and the Bucket Id comes from the Create a bucket action. The due date of any of the tasks are going to come from the original list item created. You might need to click See More to show all the possible columns.flowplanner08.png

Add each task required to finish off the flow.


For teams that actively use Planner this is a great flow to help create tasks that are the same on every project. With more logic it obviously could be more complex. The main learning point being how to get the Plan Id from the name of the Plan.


Currently there is no action to create a plan so we can't create a missing plan

Meet Our Blog Authors
  • Experienced Consultant with a demonstrated history of working in the information technology and services industry. Skilled in Office 365, Azure, SharePoint Online, PowerShell, Nintex, K2, SharePoint Designer workflow automation, PowerApps, Microsoft Flow, PowerShell, Active Directory, Operating Systems, Networking, and JavaScript. Strong consulting professional with a Bachelor of Engineering (B.E.) focused in Information Technology from Mumbai University.
  • I am a Microsoft Business Applications MVP and a Senior Manager at EY. I am a technology enthusiast and problem solver. I work/speak/blog/Vlog on Microsoft technology, including Office 365, Power Apps, Power Automate, SharePoint, and Teams Etc. I am helping global clients on Power Platform adoption and empowering them with Power Platform possibilities, capabilities, and easiness. I am a leader of the Houston Power Platform User Group and Power Automate community superuser. I love traveling , exploring new places, and meeting people from different cultures.
  • Blog site: MCT | SharePoint, Microsoft 365 and Power Platform Consultant | Contributor on SharePoint StackExchange, Techcommunity
  • Encodian Owner / Founder - Ex Microsoft Consulting Services - Architect / Developer - 20 years in SharePoint - PowerPlatform Fan
  • Founder of SKILLFUL SARDINE, a company focused on productivity and the Power Platform. You can find me on LinkedIn: and twitter I also write at, so if you want some Power Automate, SharePoint or Power Apps content I'm your guy 🙂
  • I am the Owner/Principal Architect at Don't Pa..Panic Consulting. I've been working in the information technology industry for over 30 years, and have played key roles in several enterprise SharePoint architectural design review, Intranet deployment, application development, and migration projects. I've been a Microsoft Most Valuable Professional (MVP) 12 consecutive years and am also a Microsoft Certified SharePoint Masters (MCSM) since 2013.
  • Big fan of Power Platform technologies and implemented many solutions.
  • Passionate #Programmer #SharePoint #SPFx #M365 #Power Platform| Microsoft MVP | SharePoint StackOverflow, Github, PnP contributor
  • Web site – Youtube channel -