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mm-mace
Regular Visitor

Flow - Create Planner Tasks in Teams from Outlook Tasks

Hi All,

I am relatively new to using Microsoft Flow. I am attempting to connect Outlook and Microsoft Teams, more specifically, I am looking to automate the creation of a task in microsoft planner within teams whenever I flag an email in outlook and it goes into my tasks. 
https://emea.flow.microsoft.com/en-us/galleries/public/templates/736f4350373711e7870df906aa521b7a/cr...

I have stumbled across the following template and edited it - I seem to not be getting any errors but it also does not seem to be working. Is there any way that I can fix this or if there is a better way of doing this?

Thanks!

1 ACCEPTED SOLUTION

Accepted Solutions

Hi
I as suggested before, if outlook task trigger does not match your requirements, i would try to replace current trigger and use a 'when an email is flagged...' approach instead
Please have a look to this template
https://flow.microsoft.com/en-us/galleries/public/templates/67477f30373611e7870df906aa521b7a/create-...
Hope this helps

Did I make your day? If so, mark my response as 'Solution' !!!

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View solution in original post

11 REPLIES 11
efialttes
Community Champion
Community Champion

Hi

The template is working fine for me. Can you share a screenshot of your PA flow in edit mode, so we can inspect the values you added?

Hope this helps

Did I make your day? If so, mark my response as 'Solution' !!!

También escribo sobre Power Automate en este Blog y en Twitter

v-bacao-msft
Community Support
Community Support

 

Hi @mm-mace ,

 

Have you made any changes to the Flow template? Please consider sharing a full screenshot of the Flow configuration so that we can analyze possible causes.

 

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 @v-bacao-msft @efialttes 

Thank you for your responses. If you see, all I have done is changed:

1. "When a task is added" - added the "Tasks" Folder (I am assuming from outlook tasks)
2. Under "Create a Task" for "Plan Id" - added the "Tasks" field
3. Under "Create a Task" for "Bucked Id" - added the "Emails" field (This is a bucket in my planner)
4. Under "Assigned User Ids" - I have included my email

I am hoping that when I flag an email as below, and it goes to my To-Do List and then I move it to "Tasks" that this then automatically gets added into the "Emails" bucket in Planner. There is an issue which is that I do not see "To-Do List" in the Flow template when I try to select the folder under "When a task is added". Maybe this has got to do with it?


image.png


 

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image.png

Hi
So your PA flow is not being executed no matter you flag emails, right?
Have you tried to create an outlook task manually under Tasks folder to see if trigger is executedunder such scenario?
If so, one possible workaround is to replace current trigger and use 'When an email is flagged' instead
Hope this helps

Did I make your day? If so, mark my response as 'Solution' !!!

También escribo sobre Power Automate en este Blog y en Twitter

Hi @efialttes @v-bacao-msft  

Now it has worked but my only problem is that I need to find a way to automatically add tasks to the "Tasks" folder instead of the "To-Do list" here - when I flag an email, it goes to "To-Do List" rather than "Tasks". The other solution would be to select "To-Do List" in the "When a task is created" part of the flow. 


See Attached:

image.png

Hi

Let us know if you succeed replacing Tasks folder on your trigger and using To-Do List instead.

If not, my suggestion is to replace current "When a task is created" trigger and use 'When an email is flagged' trigger instead

Happy Flowing!

Did I make your day? If so, mark my response as 'Solution' !!!

También escribo sobre Power Automate en este Blog y en Twitter

hi @efialttes 

I don't think I can because it does not appear in the dropdown in the trigger titled "When a task is created". 

Is there any way to make the To-Do List appear or instead make the flagged items go to the Tasks list?

Thanks. 

Hi
I as suggested before, if outlook task trigger does not match your requirements, i would try to replace current trigger and use a 'when an email is flagged...' approach instead
Please have a look to this template
https://flow.microsoft.com/en-us/galleries/public/templates/67477f30373611e7870df906aa521b7a/create-...
Hope this helps

Did I make your day? If so, mark my response as 'Solution' !!!

También escribo sobre Power Automate en este Blog y en Twitter

Hi all,

 

I am hoping someone can help me.  I have created a flow to create a planner task whenever I receive an email with a specific subject line. However, I only want the task to created ONCE.  What happens currently is, the original task gets created but then an employee who will follow up with me at a later point with the same subject creates additional tasks.  Is there something I can do to only create a unique tasks?

@nmegan 

My humble suggestion is to open a new topic with your issue description and a screenshot from your current flow design. Most superusers tend to pay attention to new unanswered topics, and this one is already marked as solved.

Thanx!

Did I make your day? If so, mark my response as 'Solution' !!!

También escribo sobre Power Automate en este Blog y en Twitter

There is a problem with the When an email is flagged trigger.  It will trigger every time something is changed in that email.  Try using the "when an email arrives" and use the priority level equal to high as the trigger instead.

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