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bdb5424
New Member

Creating a Planner Task from Milestone Project Work Item.

I am having trouble creating a flow that would create a task in planner when aa new work item is created in a Milestone Project. Does any one have any insight into creating that flow/connection?

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Hi there all @bdb5424 @Anonymous, there isn't really a need for power automate here.  Power Apps can access the planner connector directly and you can therefore create a task straight from the App.

 

I have just inserted a task direct from a new item as follows:

DamoBird365_0-1646684936801.png

 

DamoBird365_1-1646684947666.png

 

In order to do this, edit the Power App from within Teams (Power Apps app).  Search for and add the planner connector:

DamoBird365_2-1646685010477.png

Navigate to the create button of the new work item screen and add a call to planner.creattaskv4 as follows:

DamoBird365_3-1646685058196.png

 

Here is a very basic example expression:

Planner.CreateTaskV4("d53b0c54-44cb-47c0-aec2-adc7a9f81758","i3wrx3DH-02sFBH13CJnGZcAHLpa",txtAddWorkItemName.Text,{startDateTime:Today(), dueDateTime:datAddWorkItemTargetDate.Value,assignments:"damien@abdndamodev.onmicrosoft.com"});

 

Note that the planner group id and plan id can be eaily retrieved from the url of the planner online:

DamoBird365_4-1646685139007.png

 

Please let me know how you get on - looks like a fun addition.

 

Please consider accepting my answer as a solution if it helps to solve your problem.

Cheers
Damien

Please take a look and subscribe to my YouTube Channel for more Power Platform ideas and concepts, or take a look at my website. Thanks

 

View solution in original post

18 REPLIES 18
Johnnyg
Community Support
Community Support

Hello Bdb,

What's u Project 'New Iteam' mean? All the triggers from MS project has been listed as below. You could use below trigger to create task in planner.

Johnnyg_0-1645947496313.png

 

Best Regards,
Johnny
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
bdb5424
New Member

I'm using Microsoft Milestone in Microsoft Teams not projects. I want a planner task to be created when i create a work item like on the second screenshot. Screen Shot 2022-02-27 at 3.23.07 AM.pngScreen Shot 2022-02-27 at 3.21.05 AM.png

Anonymous
Not applicable

Any luck @bdb5424? I am trying to do the same.

I found this ( https://powerusers.microsoft.com/t5/Building-Power-Apps/Connecting-Milestones-with-Planner/td-p/9585... ) which should help you too. Basically, create a temporary button and assign a PowerApp > Create a Task (Flow) which is easy enough but now stuck trying to figure out what to put into OnSelect after .Run( ... my best guess is adding input from the other OnSelect VB such as Title, Assign to, and Target date?!! Maybe description too.

Scratching my head why they didn't make this "standard" - Milestones looks like a great "app" and a lot of potential, its currently lacking Tasks in place of Work Items though...

Cheers!

pderrick_0-1646465794204.png

 

That is where I am stuck as well. I really wish they would create an automation template for this. 

Hi there all @bdb5424 @Anonymous, there isn't really a need for power automate here.  Power Apps can access the planner connector directly and you can therefore create a task straight from the App.

 

I have just inserted a task direct from a new item as follows:

DamoBird365_0-1646684936801.png

 

DamoBird365_1-1646684947666.png

 

In order to do this, edit the Power App from within Teams (Power Apps app).  Search for and add the planner connector:

DamoBird365_2-1646685010477.png

Navigate to the create button of the new work item screen and add a call to planner.creattaskv4 as follows:

DamoBird365_3-1646685058196.png

 

Here is a very basic example expression:

Planner.CreateTaskV4("d53b0c54-44cb-47c0-aec2-adc7a9f81758","i3wrx3DH-02sFBH13CJnGZcAHLpa",txtAddWorkItemName.Text,{startDateTime:Today(), dueDateTime:datAddWorkItemTargetDate.Value,assignments:"damien@abdndamodev.onmicrosoft.com"});

 

Note that the planner group id and plan id can be eaily retrieved from the url of the planner online:

DamoBird365_4-1646685139007.png

 

Please let me know how you get on - looks like a fun addition.

 

Please consider accepting my answer as a solution if it helps to solve your problem.

Cheers
Damien

Please take a look and subscribe to my YouTube Channel for more Power Platform ideas and concepts, or take a look at my website. Thanks

 

Anonymous
Not applicable

@DamoBird365 - you legend! 🙂 ... it really was as simple as that, thank you! The irony here is I want to learn more about PowerApps/Power Automate but to do that need to tame chaos / simplify productivity to free up the time using combination of Outlook, OneNote, Teams, Planner, "To Do" mobile app - and now in the mix, (modified) "Milestones". This will combo will eliminate looking or trying to remember things = more time to learn Power Apps/Power Automate!!! 🙂

Also fyi - the result of your instructions above resulted in Task being created in "No bucket". So, if possible - any chance you can let us know how to further modify it so the "Assigned To" selection item from the existing work-item "Form" so is the selected project member? And one minor detail, the "Description" on the work-item form, didn't come through and add to the "Notes" section of the Task. No big deal with either but again, would be really nice and "done".

Will definitely be subscribe to your youtube channel and checking out your website asap!

Thank you!!!!

DamoBird365
Employee
Employee

Hi @Anonymous 


I have a video on importing planner tasks via an excel template. Might help understand the bucket thing. I think the record of parameters in the example I gave you can include bucketid and assignee. Worth checking and experimenting.  Keep me posted 👍

 

Damien

You are the bomb.com. That formula worked. I'm having trouble grabbing the category for the planner bucket and priority from the data entered into the work item as well @Anonymous 

Anonymous
Not applicable

Me too @bdb5424 but will chip away at the next “bits” and circle back with an update: Assign to selected member, Description to Task “Notes” and also… after testing I’m finding its a bit “sensitive” - if you return to a Work Item and “accidentally” click Done, creates duplicate Task… as well, the records aren’t dynamic i.e. modify existing Work Item, and clicking “Done” just creates new Task (although not Cancel), also, Work Item modification doesn’t update existing Task, just creates another Task with same name etc so you need to delete the previous Task. And in reverse, if you modify the Task such as Due Date or mark it as Complete - it doesn’t get picked up by the originating Work Item… still, just the Task creation off the Work Item creation is a god-send IMO and the “issues” I list above are a good starting point, challenges to take on, figure out and learn 🙂

 

I hope to follow up with an update soon…

Morning,

 

My bad about the duplicates and not explaining it fully. There is logic on that button to update or create. Move the expression to the create logic and it will only ever create one. 

Regarding the bucket id, if you get stuck. Give me a nudge and I will take a better look.

 

Damien

Anonymous
Not applicable

Hey! Just found this thread today. Curious to know if you ended up modifying the code so that bucket IDs, etc., carry over from Milestones to Tasks, and if you can share. Thanks!

Thank you so much for the solution! Could you please provide more guidance regarding the logic expression needed? 

 

Hi, I'm in Spain.

The expression doesn't work for me.
I understand that I have to change to ; but it keeps giving me an error.

Could you tell me What i'm doing wrong?

Thanks

 

Llaesha_0-1664714969403.png

 

This is incredibly helpful. It's my first foray into Power Apps, so I'm thankful to have the insight! Question: how do you replace the hard-coded email address with whoever the task is assigned to?

peterhawk
New Member

Hi! This topic really helped me to start working with power apps! 
I think I solved the problem with bucket. In my case, I'm using the project name as bucket that already exist in planner: I'm using the planner ListBucketsV3, filtering by the name, and returning the bucketId.
Additionally, I'm also assigning the task to the selected team member.
Here's the code.

 

Planner.CreateTaskV4("3daa313c-xxxxxx-group_id-941b-3a2874a1d485","oHtjEUSxxx-plan_id-xxxYAAuso",txtAddWorkItemName.Text,{startDateTime:Today(), dueDateTime:datAddWorkItemTargetDate.Value,assignments:cmbAddWorkItemTeamMember.Selected.'User ID', bucketId:First(Filter(Planner.ListBucketsV3("oHtjEUSxx-plan_id-xxxxxxxYAAuso", "3daa313c-xxxxxx-group_id-941b-3a2874a1d485").value,lblAddWorkItemProjectName.Text in name)).id
});

 

 I hope it can be helpful.

kshepard
Advocate I
Advocate I

Thank you for the sample code, @DamoBird365 and @peterhawk ! I've spent a couple of hours trying to accomplish two things with the code, but I'm failing...

1. Add the Planner.CreateTaskV4 expression to the "Create" function of the button (not Update), to avoid duplicate task creation. I can't find the correct location to insert the expression.

2. Add the created task to an existing bucket that is named the same as the work item Status (e.g., "In Progress" or "Pending"). No matter what I try, the task is always added to "no bucket".

Here is my code:

 

Planner.CreateTaskV4("243316d0-a7e3-4246-8ff0-865b42ca633a","_KwPauU6K0OUE4ASYakDXmQAB_Q4",txtAddWorkItemName.Text,{startDateTime:Today(),dueDateTime:datAddWorkItemTargetDate.Value,assignments:cmbAddWorkItemTeamMember.Selected.'User ID',bucketid:First(Filter(Planner.ListBucketsV3("_KwPauU6K0OUE4ASYakDXmQAB_Q4","243316d0-a7e3-4246-8ff0-865b42ca633a").value,cmbAddWorkItemStatus.Selected.Name in name)).id});

 

 

@kshepard I placed the snippet of code right after the second "//screen reader start" comment and just before "UpdateContext(". It did not duplicate the task/work item in Milestones, but it did duplicate the task in the MS To Do task list.

Nussy
New Member

hi,

i cant get it to work at all, I'm getting an error message that it doesn't recognize the Planner.CreateTaskV4 as a valid command.

 

any ideas?

 

thnx!

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