cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
RelaxDMJ
Helper I
Helper I

How to synchronize To-Do tasks with Planner tasks?

Hi,

I'm new to Power Automate, I looked around and haven't seen this yet.

Generating a Task in Microsoft To-Do based on a Task created in MS Planner (and vice-versa) is fairly straightforward.

 

In order to have them both synchronized, the issue I'm bumping up against is discovering if a task already exists. I'd like PA to look through my tasks in my MS To-Do. If a task doesn't exist, then I'd like PA to create a new one (from Planner) but if such a task does exist, I'd like PA not to create it.

 

I'd like also to do it the other way round (generate with PA a Task in Planner based on a Task created in MS To-Do) with the same process and therefore avoid to enter into an infinite loop when I create tasks either from To-Do or Planner...

Thanks!

1 ACCEPTED SOLUTION

Accepted Solutions

@JatinSanghviIt's working 👍, thank you very much!

 

Now..., if I also would like to track task movement between lists and task deletions, and get them reflected in the other service, do I need to create separated new flows or should we develop the current ones to track those changes?
Thanks

View solution in original post

13 REPLIES 13
RelaxDMJ
Helper I
Helper I

Here is a screen shoot of what I am trying to achieve, i.e. to tell MS To-Do to create a Task in Planner only if that Task doesn't already exists (and it doesn't work..., it creates Tasks even if they already exists...)
If anybody could tell me what I am doing wrong and what I should do, that would be greatly appreciated!
Sorry, the language is in French.

Thanks!
Flow.JPG

 

murshed
Employee
Employee

Hi @RelaxDMJ 

To sync, you will need two different flows.
1. If a task is created in Microsoft To-Do - Create a task in planner.
2. If a task is created in Planner - Create a task in Microsoft To-Do.

 

To keep it simple,

1. Assume two apps are in sync to begin with.
2. Sync only new entries going forward.

 

Moreover, try to use one app primarily if your use case allows and sync the other app.

If you still need to sync the two app like the screenshot you posted, please use Google Chrome browser and select translate this page to translate to English and post it here.

Best Regards.

 

If this reply answers your question or solves your issue, please ACCEPT AS SOLUTION ☑️. If you find this reply helpful, please consider giving it a LIKE 👍.

 

Hi @RelaxDMJ ,

 

You can use the Filter array to filter the eligible tasks in the List tasks.

 

Then use the length() function to determine whether the body of the Filter array is empty, and if so, create a new task.

 

Like this:

https://powerusers.microsoft.com/t5/General-Power-Automate/Query-a-SharePoint-List-to-see-if-item-ex...

 

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.

Hi murshed,

 

Than you for your reply. As mentionned, generating a Task in Microsoft To-Do based on a Task created in MS Planner (and vice-versa) was fairly straight forward. The issue I am facing is to tell MS To-Do to create a Task in Planner only if that Task doesn't already exists (and vice versa).
Here is my screen shot translated:
"Valeur Ti..." means "Title value"
Thanks
Flow.JPG

 

 

Hi v-bacao,

Thanks you for your reply.
I have tried to follow your example but can't seem to find "Get Items" with MS To-Do.

 

JatinSanghvi
Power Automate
Power Automate

Hi @RelaxDMJ - Can you try filtering the Planner's list-tasks response array by ToDo's subject, check if the filtered array is empty, and if so create the Planner task? Something like in below screeenshot. Disclaimer: I haven't tested the Flow.

JatinSanghvi_0-1604970463240.png

 



Hi @JatinSanghvi - it is good start as I can create a task in Planner with your flow. Thank you.

But to check if it fully works I will need to create the reverse flow (from Planner to ToDo) and here I am struggling to apply a similar scheme as it is not completely symetrical in the choices.
Would you have any suggestion...?
Many thanks

JatinSanghvi
Power Automate
Power Automate

@RelaxDMJ , for the reverse flow, you will need to use To-Do's 'List all to-do's or List all to-do's by folder' actions. Though these two Flows won't be enough if you also would like to track task-status updates, task movement between lists, and task deletions, and get them reflected in the other service.

Hi@JatinSanghvi That's what I have done but I am struggling with the Filter array part. I dont' know what to put in it as there is no equivalent of "value x". I can only put "Body" and it doesn't seem to accept it.

 

If you go with "List all to-do's by folder' actions", what would you put in this filter array section?

Thank you!

JatinSanghvi
Power Automate
Power Automate

@RelaxDMJ , the JSON output of Planner list task action is in form { "value": [ task1-info, task2-info, .. ] } while To-Do's list action output's a JSON similar to [ todo1-info, todo2-info, .. ]. Hence for To-Do action, you will need to use 'body' in place of 'value'.

JatinSanghvi_0-1605038128133.png

 

@JatinSanghviIt's working 👍, thank you very much!

 

Now..., if I also would like to track task movement between lists and task deletions, and get them reflected in the other service, do I need to create separated new flows or should we develop the current ones to track those changes?
Thanks

Hi @JatinSanghvi 

If I wanted to only add track task deletions, and get them reflected in the other service, would that complexify a lot the the above flows? (which are working well)
Thank you

 

JatinSanghvi
Power Automate
Power Automate

Hi @RelaxDMJ , for tracking task deletions, you will need to create separate set of flows.

  1. There's no trigger to track Planner task deletion. There's one for task completion instead if that's what you are looking for.
  2. Similar there's none in Microsoft To-Do connector for to-do deletion. To track Microsoft To-Do's task completions, you will need to use When to-do is updated trigger and add condition to check if task-status is completed.

For both above flows, you will need to add a similar check as in above to find if the associated task/to-do item exists in the other service (and it's status is not yet completed) and only then run the action to complete the other task/to-do item. That will be either Update to-do or Update task details action. There's also Delete a task Planner action available.

If you are looking for an action that is not present at the moment, you can vote for an idea here or submit a new one. There's no ETA on when the idea will be accepted and implemented though.

Helpful resources

Announcements

Super User of the Month | Drew Poggemann

As part of a new monthly feature in the Community, we are excited to share that Drew Poggemann is our featured Super User for the month of February 2024. If you've been in the Community for a while, we're sure Drew's name is familiar to you, as he is one of our most active contributors--he's been a Super User for five consecutive seasons!   Since authoring his first reply 5 years ago to his 514th solution authored, Drew has helped countless Community members with his insights and expertise. In addition to being a Super User, Drew is also a User Group leader and a Microsoft MVP. His contributions to our Super User sessions and to the new SUIT program are always welcome--as well as his sense of humor and fun-loving way of sharing what he knows with others.   When Drew is not solving problems and authoring solutions, he's busy overseeing the Solution Architecture team at HBS, specializing in application architecture and business solution strategy--something he's been doing for over 30 years. We are grateful for Drew and the amazing way he has used his talent and skills to help so many others in the Community. If you are part of the SUIT program, you got to hear some great tips from Drew at the first SUIT session--and we know he still has much more to share!You can find him in the Community and on LinkedIn. Thank you for all you do, Drew!

Announcing Power Apps Copilot Cookbook Gallery

We are excited to share that the all-new Copilot Cookbook Gallery for Power Apps is now available in the Power Apps Community, full of tips and tricks on how to best use Microsoft Copilot as you develop and create in Power Apps. The new Copilot Cookbook is your go-to resource when you need inspiration--or when you're stuck--and aren't sure how to best partner with Copilot while creating apps.   Whether you're looking for the best prompts or just want to know about responsible AI use, visit Copilot Cookbook for regular updates you can rely on--while also serving up some of your greatest tips and tricks for the Community. Our team will be reviewing posts using the new "Copilot Studio" label to ensure we highlight and amplify the most relevant and recent content, so you're assured of high-quality content every time you visit. If you share a post that gets featured in the curated gallery, you'll get a PM in the Community to let you know!The curated gallery is ready for you to experience now, so visit the new Copilot Cookbook for Power Apps today: Copilot Cookbook - Power Platform Community. We can't wait to see what you "cook" up!    

Celebrating a New Season of Super Users with Charles Lamanna, CVP Microsoft Business Applications

February 8 was the kickoff to the 2024 Season One Super User program for Power Platform Communities, and we are thrilled to welcome back so many returning Super Users--as well as so many brand new Super Users who started their journey last fall. Our Community Super Users are the true heroes, answering questions, providing solutions, filtering spam, and so much more. The impact they make on the Communities each day is significant, and we wanted to do something special to welcome them at our first kickoff meeting of the year.   Charles Lamanna, Microsoft CVP of Business Applications, has stressed frequently how valuable our Community is to the growth and potential of Power Platform, and we are honored to share this message from him to our 2024 Season One Super Users--as well as anyone who might be interested in joining this elite group of Community members.     If you want to know more about Super Users, check out these posts for more information today:    Power Apps: What is A Super User? - Power Platform CommunityPower Automate: What is A Super User? - Power Platform Community Copilot Studio: What is A Super User? - Power Platform Community Power Pages: What is A Super User? - Power Platform Community

Super Users 2024 Season One is Here!

   We are excited to announce the first season of our 2024 Super Users is here! Our kickoff to the new year welcomes many returning Super Users and several new faces, and it's always exciting to see the impact these incredible individuals will have on the Community in 2024! We are so grateful for the daily difference they make in the Community already and know they will keep staying engaged and excited for all that will happen this year.   How to Spot a Super User in the Community:Have you ever written a post or asked for help in the Community and had it answered by a user with the Super User 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 consistently make a difference in the Community. Our amazing Super Users help keep the Community a safe place by flagging spam and letting the Community Managers know about issues. They also make the Community a great place to find answers, because they are often the first to offer solutions and get clarity on questions. Finally, Super Users share valuable insights on ways to keep the Community growing, engaging, and looking ahead!We are honored to reveal the new badges for this season of Super Users! Congratulations to all the new and returning Super Users!     To better answer the question "What is a Super User?" please check out this article: Power Apps: What is A Super User? - Power Platform CommunityPower Automate: What is A Super User? - Power Platform Community Copilot Studio: What is A Super User? - Power Platform Community Power Pages: What is A Super User? - Power Platform Community

Did You Attend the Microsoft Power Platform Conference in 2022 or 2023? Claim Your Badge Today!

If you were one of the thousands of people who joined us at the first #MPPC Microsoft Power Platform Conference in 2022 in Orlando--or attended the second-annual conference in Las Vegas in 2023--we are excited to honor you with a special community badge! Show your support for #MPPC Microsoft Power Platform Conference this year by claiming your badge!           Just follow this link to claim your badge for attending #MPPC in 2022 and/or 2023: MPPCBadgeRequest    Want to earn your badge for 2024? Just keep watching our News & Announcements for the latest updates on #MPPC24.

Microsoft Power Platform | 2024 Release Wave 1 Plan

Check out the latest Microsoft Power Platform release plans for 2024!   We have a whole host of exciting new features to help you be more productive, enhance delegation, run automated testing, build responsive pages, and so much more.    Click the links below to see not only our forthcoming releases, but to also try out some of the new features that have recently been released to market across:     Power Apps  Power Automate  Copilot Studio   We can’t wait to share with you all the upcoming releases that will help take your Power Platform experience to the next level!    Check out the entire Release Wave: Power Platform Complete Release Planner 

Top Kudoed Authors
Users online (3,573)