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jules21
New Member

Copy Planner Task to several buckets then Assign the task to SharePoint cell

I want to automatically copy a task that has been assigned to Person A in Bucket 1 to all other buckets in the plan. Due date, title and label have to be copied to each new task. The new tasks should be assigned to people from a sharepoint list which defines person(s) per Bucket. The Label also defines who to assign.

 

CONTEXT

We have central initiatives that need to be implemented in several countries. There is a group of people responsible to implement initiatives depending on its category (label).

 

I have created a sharepoint list with one row per country (bucket name) and a column per category (labelname/color). Since when a task is created, label is not editable and there are very limited triggers from tasks, I chose to use task assigned as trigger. I am open to any other set-up.

 

Example of sharepoint list:

jules21_0-1654610767266.png

 

 

1 ACCEPTED SOLUTION

Accepted Solutions
jules21
New Member

With the help of a colleague I solved my underlying problem in another way.

We set-up one sharepoint list that is used to add new tasks and it includes the buckets that I want a task created in. When a new item is added a flow is triggered that is looking for the correct person assigned to the bucket and category.

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1 REPLY 1
jules21
New Member

With the help of a colleague I solved my underlying problem in another way.

We set-up one sharepoint list that is used to add new tasks and it includes the buckets that I want a task created in. When a new item is added a flow is triggered that is looking for the correct person assigned to the bucket and category.

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