⚡️Automate Microsoft Planner Tasks: Create Tasks from SharePoint & Excel in Minutes
Learn how to quickly create tasks in Microsoft Planner from a SharePoint list or an Excel table.
👉 Do you want to Email Attachments 🖇 to Your Planner Tasks? Learn how: • How to Email Attachments 🖇 to Your P...
In this Microsoft Power Automate tutorial I’ll show you how to build a flow that will:
⚡️ Create a task in Planner for each of your SharePoint list items
⚡️ Create a flow that will trigger each time a new SharePoint list item is created
⚡️ Create a tasks in Planner from an Excel Table
⚡️ Add a description to your tasks
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LEVEL UP YOUR POWER AUTOMATE SKILLS:
▶️ Find the internal column name: • Create Folders and Hyperlinks in Bulk...
▶️ 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 ...
#microsoft365 #microsoftplanner #powerautomate #powerplatform #productivityhacks #productivitytips #techtips #techtipsandtricks #sharepointonline #sharepoint #excel #exceltips
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IN THIS VIDEO:
✓ How to bulk create Planner tasks from a SharePoint List
✓ How to use the Get Items action with a filter query
✓ Tips on creating a fast flow while building and testing
✓ How to create a string of email addresses from a multi-person choice column
✓ How to dynamically select a bucket in the Create a Task action
✓ How to use the Filter Array action
✓ How to use the Condition action
✓ How to use the Create a Task action
✓ How to automatically create a Planner task when a new SharePoint list item is created
✓ How to bulk create Planner tasks from an Excel Table
✓ How to add a task description to a Planner Task
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SKIP AHEAD:
0:00 | Intro
0:38 | Build the Flow
2:48 | Get the Assigned To Users
4:02 | Convert the Email Address Array to a String
4:35 | Dynamically Select a Bucket
5:58 | Condition Check
9:47 | Create a Task
11:00 | Create a Task When a New Item is Created
14:26 | Create a Task from an Excel Table
17:30 | Add a Task Description
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