Experience the same basic functionality of both apps without constantly toggling between solutions. If everything runs smooth, your task will now appear in Microsoft Planner every month. tasks from To Do and team tasks from Planner in Teams. We can save it, enable it and test it out. Charts provides different graphs which are updated live based on the task information: A pie chart with the number of tasks in the different Progress phases. In our case we add a link to the billing sheet we want the finance department to use, which is an Excel file. While the standard view is the Board, Planner automatically creates dashboard overviews in Charts and Schedule. In this task, we need to refer to our original planner task ID.Īnd after that we can add some more information. For this we add one more flow called “Update task details””. Now we have created the main task, we can also update or add more details under the planner task details. Important: For Assigned User Id’s, fill in the email addresses of the users that you want to assign the task to. In our example we want to enter some dynamic fields, for the Start Date, Due Date and also to show a dynamic date and time in the Title.įor the Start Date we want today’s date, so we will have to fill in a Dynamic Expression:įor the Due Date, we want to set it 15 days from today, hence we fill use the expression adddays() to add 15 days from today (utcnow()):įor the Title we also want to add the Due date, hence we will add the adddays function as well there:Įxpression 1: formatDateTime(adddays(utcnow(),-15),'MM')Įxpression 2: formatDateTime(utcNow(),'yyyy') We find Planner and select “Create a Task”Īfter that we select which Planner Plan the task need to be created, and we fill in the information that we want to show in the planner task. Now we can see the Flow editor screen, with our monthly recurring task as starting point. In our example we want to have a monthly reminder, so we set the repeat time to every 1 month. Give the flow a name, and enter the schedule. Go to and click on “Create”, and select “Scheduled Cloud Flow” In this example we will teach you how to use Power Automate to create recurring tasks in Microsoft Planner.įor this example we imagine that we want to remind our finance department to check and send out a monthly invoice to the customer. Microsoft Power Automate can create workflows to sync data across apps and software, generate real-time notifications to alert stakeholders, update databases with new information and collect data from Power Apps or other data sources. Microsoft Power Automate (earlier known as Microsoft Flow) allows you to automate repetitive manual tasks and paper processes via an easy to use drag-and-drop wizard.
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