How To Create a Planner Task from a Microsoft Form Submission
Build a Power Automate flow that creates tasks in Planner each time a MS form is submitted.
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First, I’ll show you how to create a task using the Microsoft Form submission data. Then, I’ll show you how to place a task in a specific bucket based on a selection made in the form as well as how to assign tasks to specific users. At the end of the video I’ll show you how to handle Microsoft Form uploads and how you can attach those to your Planner Tasks.
If you’re looking for a way to quickly create tasks from a SharePoint list or an Excel table—I already have a tutorial on how to do that. Click here to check it out.
#microsoft365 #powerautomate #powerplatform #productivityhacks #productivitytips #techtips #techtipsandtricks #microsoftpowerautomate #sharepoint #sharepointonline #microsoftforms
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MENTIONED IN THE VIDEO:
▶️ ⚡️Automate Microsoft Planner Tasks: Create Tasks from SharePoint & Excel in Minutes: • ⚡️Automate Microsoft Planner Tasks: C...
▶️ How to Get a MS Form ID: • How to Get Microsoft Form File Upload...
▶️ Find the internal column name: • OPTIMIZE your Power Automate Flow wit...
▶️ How to Use Multiple Conditions in a Filter Array Action: • Are you using the Microsoft Power Aut...
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LEVEL UP YOUR POWER AUTOMATE SKILLS:
▶️ How to Work with 📆 Dates in Power Automate | Example Scenarios and Tips & Tricks: • How to Work with 📆 Dates in Power Aut...
▶️ Are you using the Microsoft Power Automate Filter Array Action wrong?: • Are you using the Microsoft Power Aut...
▶️ 3 Mistakes YOU 🫵 are Making with the Apply to Each Action in your Microsoft Power Automate Flow: • 3 Mistakes YOU 🫵 are Making with the ...
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IN THIS VIDEO:
✓ How to automate creating Planner tasks from Microsoft Forms submissions
✓ How to differentiate between Group Forms and Personal Forms in Microsoft Forms
✓ How to build a flow to create tasks using Microsoft Forms data
✓ How to dynamically select a bucket in the Create a Task action
✓ How to add a task description to a Planner task
✓ How to use the List Buckets action in Power Automate
✓ How to use the Filter Array action to match form responses
✓ How to troubleshoot Filter Array action issues
✓ How to use the Condition action to handle bucket creation
✓ How to create a new bucket in Microsoft Planner automatically
✓ How to use variables to set the Bucket ID dynamically
✓ How to assign users to Planner tasks based on form responses
✓ How to add multiple users to a task using SharePoint or Excel data
✓ How to group actions using the Scope action in Power Automate
✓ How to add file attachments to Planner tasks from Microsoft Forms
✓ How to parse JSON output for file uploads in Power Automate
✓ How to handle empty file uploads in Power Automate
✓ How to replace the manual flow trigger with a form submission trigger
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SKIP AHEAD:
00:00 | Intro
00:48 | Group Form vs OneDrive Form
01:10 | Build the Flow
01:43 | Create a Task
02:29 | Add a Task Description
03:18 | Create a Task in a Bucket
04:42 | Return a Count of Items
05:23 | FAQ: Why Isn't My Filter Array Action Returning Any Items
07:16 | Add a Condition Check
07:52 | Create a Bucket
08:13 | Get a Bucket ID
10:11 | Create a Task in a Bucket
12:02 | Assign Users to a Task
12:48 | FAQ: How Can I Add Multiple Users Based on a Form Selection?
14:29 | Get a String of Email Addresses
16:42 | Get Email Addresses from an Excel Table
18:09 | Tips and Tricks: Group Your Actions
18:56 | Add Attachments to a Task
19:34 | Get File Upload Output
20:53 | Create Attachment Array
23:28 | FAQ: What if the User Doesn’t Add Any Attachments?
25:53 | Replace the Flow Trigger
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