cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
BThis
Advocate I
Advocate I

When Planner task is complete, add details to a SharePoint list

For my first Flow, I need to track completed Planner tasks in a SharePoint list. All I want to do is copy the task details including the task, assigned to, notes, labels, date completed, etc. into a SharePoint list. What do I do after "On completion" of a Planner task?  If I try to "Get task" it asks for an existing task name, but I want the task that was just completed.

 

Any help for a flow-building beginner would be appreciated. 

13 REPLIES 13
v-bofeng-msft
Community Support
Community Support

Hi @BThis ,

 

Please try this trigger,

vbofengmsft_0-1674700818478.png

 

Best Regards,
Bof

Thank you Bof, I started there, but that's as far as I got. The next step, I assume, would be to get the details of the Task. How do you do that? One template goes to SharePoint and "Get Items" but that doesn't make sense since it seems to be getting info from SharePoint, not from Planner. So how do I get all the Planner task details, and then how do I paste them into a SharePoint list? 

BThis
Advocate I
Advocate I

Wow, Bof, I watched the new Power Automate release update and saw the option to use AI to create a flow from a description. I wrote a description and it created almost exactly the flow I needed--Amazing! Except it contains an error and I don't know how to fix it. The "Item/Is Completed" is no longer available. How do I delete that? See below. Flow 1.pngFlow 2.pngFlow 3.png

BThis
Advocate I
Advocate I

I tried to create a new flow using the AI bot. The new flow works except that it only copies the title of the Planner Task into SharePoint, not all the task info, which is what I desire. 

BThis
Advocate I
Advocate I

I am still trying to create this flow. Does the trigger "When a Planner Task is completed" copy all the task details? Or do I need to copy them as a separate step? Then, how do I paste all the details into the SharePoint list? Do I need to configure the list to do this, or is it part of the flow to paste them in? Also, I don't see "Notes" as an option to copy. We use the Notes field to copy a link to the SharePoint site for the project, and I want to paste that into the SharePoint list along with all of the other details.

 

I would love to hear any suggestions for creating a SharePoint list entry including all of the Planner Task details including Title, Date Completed, Assigned to, Notes, Labels, and other info. 

BThis
Advocate I
Advocate I

Please help! I am still trying to create a flow to copy the task details when a Planner Task is completed into a list in SharePoint. The Planner Connector action When a Task is completed, Operation ID OnCompleteTask_V3, returns the response ListTasks_Response_V2. That response is an array of GetTask_Response_V2. That array contains most of the task info, although some key items I need such as Notes and Description are not included.

So, if I start with When a Task is completed, how do I retrieve the array that is in the response, and how do I copy it or move it into a SharePoint list? Once I can get that far, perhaps then I can figure out how to update the SharePoint list entry with the Notes and Description and any other missing elements. 

@v-bofeng-msft or anyone else, I would deeply appreciate some guidance or direction as to where I might find these answers. 

Hi @BThis ,

 

Please try:

vbofengmsft_0-1675315180917.png

 

Best Regards,

Bof

 

BThis
Advocate I
Advocate I

That's helpful, @v-bofeng-msft , but how do I enter the task ID variable in the "Get task details" step? Clicking the field only lists the current tasks. Is there a way to list the variables from the previous step, or code to enter to indicate the flow should use the task ID from the previous step?

Is there a source somewhere where I can look things like this up?

BThis
Advocate I
Advocate I

I have made more progress using the AI-based method and the steps below. When it runs, it enters the Title of the Planner Task in SharePoint. But that is still the only thing that is entered in the SharePoint list even though all the other information is in the Create Item step. Please tell me, how can I get all that info into the SharePoint list?

Flow.png

 Here's the result: 

BThis_1-1675389158474.png

 

 

BThis
Advocate I
Advocate I

I've now progressed my Flow to include nearly all of the items I need in the SharePoint Create Item step, based on columns in the targeted SharePoint list. I assign the appropriate variable to each column, such as Completion Date, Description, AssignedTo Id, etc. Still, the only information the Flow posts in the list is the Description. How do I get the other data to post into the SharePoint list? 

And, why is there no source of information on how to accomplish simple things like this? I am a technical writer and would be happy to document this process if I could figure out how to do it. This is very frustrating. 

BThis
Advocate I
Advocate I

Wow, I've made progress! Now I've got the flow to enter the Planner Task data into the SharePoint list. But there are at least two issues. First, several items that are text entries show up in the SharePoint list as code/gibberish, such as "MrAK9J7jn02hWC1vCUIyKGUAAb1N" which should be the BucketID, which is a person's name, or "

2caa78cd-9ade-47fb-9af0-c5af42cd42f0," which is AssignedTo, another person's name. How do I get these to enter in the SharePoint list as English text? 
Second, we use Labels in Planner to designate aspects of our services that are included in the task. We renamed the colored labels for the geography (US, UK, EU, CA, etc.) or services we're proposing (Fulfillment, Fraud Management, etc.) For each of these, the Flow enters "True." What I need it to do is, if that Label is "True," enter the label as we have edited it. For example, if the label "UK" is True, enter "UK." Is there a way to do this?

Hi, did you ever solve this? Ive got to do exactly the same and struggling to get planner to talk to SharePoint lists. @BThis @v-bofeng-msft 

Hello @Dom, sorry, I never solved it. My last determination was that Planner was not set up to extract the needed data in a usable format, and/or SharePoint could not interpret the data that is being extracted from Planner. I assume MS needs to complete the connector between Planner and SharePoint so it's usable. Toward the end, my BI flow would fill in a row of data in my SharePoint table, but it was mostly useless gibberish. 
I hope you can get it working! Good luck.
  --BThis

Helpful resources

Announcements

Community will be READ ONLY July 16th, 5p PDT -July 22nd

Dear Community Members,   We'd like to let you know of an upcoming change to the community platform: starting July 16th, the platform will transition to a READ ONLY mode until July 22nd.   During this period, members will not be able to Kudo, Comment, or Reply to any posts.   On July 22nd, please be on the lookout for a message sent to the email address registered on your community profile. This email is crucial as it will contain your unique code and link to register for the new platform encompassing all of the communities.   What to Expect in the New Community: A more unified experience where all products, including Power Apps, Power Automate, Copilot Studio, and Power Pages, will be accessible from one community.Community Blogs that you can syndicate and link to for automatic updates. We appreciate your understanding and cooperation during this transition. Stay tuned for the exciting new features and a seamless community experience ahead!

Summer of Solutions | Week 4 Results | Winners will be posted on July 24th

We are excited to announce the Summer of Solutions Challenge!    This challenge is kicking off on Monday, June 17th and will run for (4) weeks.  The challenge is open to all Power Platform (Power Apps, Power Automate, Copilot Studio & Power Pages) community members. We invite you to participate in a quest to provide solutions to as many questions as you can. Answers can be provided in all the communities.    Entry Period: This Challenge will consist of four weekly Entry Periods as follows (each an “Entry Period”)   - 12:00 a.m. PT on June 17, 2024 – 11:59 p.m. PT on June 23, 2024 - 12:00 a.m. PT on June 24, 2024 – 11:59 p.m. PT on June 30, 2024 - 12:00 a.m. PT on July 1, 2024 – 11:59 p.m. PT on July 7, 2024 - 12:00 a.m. PT on July 8, 2024 – 11:59 p.m. PT on July 14, 2024   Entries will be eligible for the Entry Period in which they are received and will not carryover to subsequent weekly entry periods.  You must enter into each weekly Entry Period separately.   How to Enter: We invite you to participate in a quest to provide "Accepted Solutions" to as many questions as you can. Answers can be provided in all the communities. Users must provide a solution which can be an “Accepted Solution” in the Forums in all of the communities and there are no limits to the number of “Accepted Solutions” that a member can provide for entries in this challenge, but each entry must be substantially unique and different.    Winner Selection and Prizes: At the end of each week, we will list the top ten (10) Community users which will consist of: 5 Community Members & 5 Super Users and they will advance to the final drawing. We will post each week in the News & Announcements the top 10 Solution providers.  At the end of the challenge, we will add all of the top 10 weekly names and enter them into a random drawing.  Then we will randomly select ten (10) winners (5 Community Members & 5 Super Users) from among all eligible entrants received across all weekly Entry Periods to receive the prize listed below. If a winner declines, we will draw again at random for the next winner.  A user will only be able to win once overall. If they are drawn multiple times, another user will be drawn at random.  Individuals will be contacted before the announcement with the opportunity to claim or deny the prize.  Once all of the winners have been notified, we will post in the News & Announcements of each community with the list of winners.   Each winner will receive one (1) Pass to the Power Platform Conference in Las Vegas, Sep. 18-20, 2024 ($1800 value). NOTE: Prize is for conference attendance only and any other costs such as airfare, lodging, transportation, and food are the sole responsibility of the winner. Tickets are not transferable to any other party or to next year’s event.   ** PLEASE SEE THE ATTACHED RULES for this CHALLENGE**   Week 1 Results: Congratulations to the Week 1 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Community MembersNumber SolutionsSuper UsersNumber Solutions Deenuji 9 @NathanAlvares24  17 @Anil_g  7 @ManishSolanki  13 @eetuRobo  5 @David_MA  10 @VishnuReddy1997  5 @SpongYe  9JhonatanOB19932 (tie) @Nived_Nambiar  8 @maltie  2 (tie)   @PA-Noob  2 (tie)   @LukeMcG  2 (tie)   @tgut03  2 (tie)       Week 2 Results: Congratulations to the Week 2 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 2: Community MembersSolutionsSuper UsersSolutionsPower Automate  @Deenuji  12@ManishSolanki 19 @Anil_g  10 @NathanAlvares24  17 @VishnuReddy1997  6 @Expiscornovus  10 @Tjan  5 @Nived_Nambiar  10 @eetuRobo  3 @SudeepGhatakNZ 8     Week 3 Results: Congratulations to the Week 3 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 3:Community MembersSolutionsSuper UsersSolutionsPower Automate Deenuji32ManishSolanki55VishnuReddy199724NathanAlvares2444Anil_g22SudeepGhatakNZ40eetuRobo18Nived_Nambiar28Tjan8David_MA22   Week 4 Results: Congratulations to the Week 4 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 4:Community MembersSolutionsSuper UsersSolutionsPower Automate Deenuji11FLMike31Sayan11ManishSolanki16VishnuReddy199710creativeopinion14Akshansh-Sharma3SudeepGhatakNZ7claudiovc2CFernandes5 misc2Nived_Nambiar5 Usernametwice232rzaneti5 eetuRobo2   Anil_g2   SharonS2  

Check Out | 2024 Release Wave 2 Plans for Microsoft Dynamics 365 and Microsoft Power Platform

On July 16, 2024, we published the 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform. These plans are a compilation of the new capabilities planned to be released between October 2024 to March 2025. This release introduces a wealth of new features designed to enhance customer understanding and improve overall user experience, showcasing our dedication to driving digital transformation for our customers and partners.    The upcoming wave is centered around utilizing advanced AI and Microsoft Copilot technologies to enhance user productivity and streamline operations across diverse business applications. These enhancements include intelligent automation, AI-powered insights, and immersive user experiences that are designed to break down barriers between data, insights, and individuals. Watch a summary of the release highlights.    Discover the latest features that empower organizations to operate more efficiently and adaptively. From AI-driven sales insights and customer service enhancements to predictive analytics in supply chain management and autonomous financial processes, the new capabilities enable businesses to proactively address challenges and capitalize on opportunities.    

Updates to Transitions in the Power Platform Communities

We're embarking on a journey to enhance your experience by transitioning to a new community platform. Our team has been diligently working to create a fresh community site, leveraging the very Dynamics 365 and Power Platform tools our community advocates for.  We started this journey with transitioning Copilot Studio forums and blogs in June. The move marks the beginning of a new chapter, and we're eager for you to be a part of it. The rest of the Power Platform product sites will be moving over this summer.   Stay tuned for more updates as we get closer to the launch. We can't wait to welcome you to our new community space, designed with you in mind. Let's connect, learn, and grow together.   Here's to new beginnings and endless possibilities!   If you have any questions, observations or concerns throughout this process please go to https://aka.ms/PPCommSupport.   To stay up to date on the latest details of this migration and other important Community updates subscribe to our News and Announcements forums: Copilot Studio, Power Apps, Power Automate, Power Pages

Users online (941)