Excel to Planner Using Power Automate - Create Task , Create Checklist, Update Tasks and Checklist

Hello,
In this video, I will show you how to create Planner Tasks from Excel using Power Automate automatically
You will learn:
1) How to create Tasks from Excel
2) How to create a Checklist from Excel
3) How to update Tasks and Checklists

Thanks for watching.

Reference material:

[anpham]

Dude, your videos are valuable to some small businesses out there from over the world, keep up the good work by sharing your knowledge! Wish you and your family all the very best!

[Hatsonline]

very good. Flow is amazing. ...My first response is that I would use Excel once or twice just to get the tasks etc set up. For me that is about all I need.
For a greater purpose...
Most people however will check the tasks off as they complete them inside Planner or Teams.
In the event you want to produce reports/graphs on progress inside Excel, this should in theory flow back to Excel to keep the Excel sheet up to date right? ... otherwise any changes you make in the original excel might be overwriting a completed task incorrectly. How would get around that issue? Thanks for the vid....amazing and saved me about a day of work

[monsdavidson]

Thank for a very helpful video. ?What command do I use for sorting tasks in different pre-defined Buckets when I import them in Planner?

[sanjuy]

Thank You very much, I've implemented this flow step by step. I works but not che checklist part. I adds ok the checklist Items for the first task that have checklist but the second adds there own checklist but the first remains, and go on keep growing the checklist array. I suspect that a clear array is missing in the loop, I works fine for you in the video, so I double check everything but I couldn't find the error. Any help or advice please?. Thanks again.

[ramjamram]

Is there a way to make the Bucket more dynamic? As it is, it will only update one Bucket at a time.

[sanjuy]

Thank You very much, finally find what I need. I'm new in Power Automate, could you please share the flow package export?. Just to lean from a working flow.

[alannahschooling]

Thank you for the amazing video! Just to ask, in your opinion can Automate be used for more dynamic tasks? For example, my team get a lot of “reactive” tasks (as customer queries come through) with a mix of “predictable queries” (audit, reports). We currently input all tasks init Planner manually, and I am trying to determine how automate this can become. Any help would be amazing!

[carolinaparra]

Thank you very much for the video. Can you help me with something? I need to update tasks that I have already created to add checklists to them. However, I don't want them to be recreated; I just want the checklists to be added to the existing tasks. Many thanks for your help.

[Tartav]

Hello !
Great tutorial !!!!
I have a question about this link between Excel and Planner
If my colleagues modify the tasks on Planner (date, bukets or anything else) how do I update Excel?
Can we also have all the actions in a single Excel cells ?

[divyatakkellapati]

So what if add a new task will the flow run from first to last and create all the tasks again?
Then its going to duplicated right?

[joelshuflin]

Terrific! I have a colleague who shares specific rows in her spreadsheet with me about tasks. This should work well to have her updates automatically show up in planner for me. If we have multiple buckets, will i just need to add more steps to update the excel sheet whenever I move a task from one button to the next? what would that look like?

[AnaMartinez-ju]

Hello Deepak. This is an awesome video I am using it to build my exact same application, I got everything right except the "Update Task Details" I am desperate now, I have tried a number of times to see where my problem is, I have researched other blogs etc. the error I get is "not found" error 404, when I run it. I have deleted it and put it back up and nothing seems to work. Can you please guide as to what I may be doing wrong? Thank you so much in advance.

[iminhull]

Great video, thank you. I can't seem to find a way to update the priority. The only place priority is mentioned is on the creation stage. Please can you help?

[LindseyChadima-Suzelis]

RE: Checklist ID column - does that mean that we just assign the id to the checklist in ascending numerical order? The first time we see your checklist there is a repeat '2' in ID but the last time we see it, that checklist item is now '4'. So the first time the ids are '1, 2, 3, 2' and the second time they are '1, 2, 3, 4'. Thanks!

[JoSommai-xt]

Hi Deepak, great video! I've managed to build my flow following your video, very much appreciated. I do have a question however, in my Excel table I have a column where I have listed a link to attachments for certain tasks, but not all. Are you able to show how to update the task details with attachments please?

[elianfonseca]

Hi Shrivastava!...The flow that you build (Excel to Planner Using Power Automate - Create Task, Create Checklist, Update Tasks and Checklist) it is fantastic. I am trying to build my own and I got into a problem. My excel file I mimic what you did; however when selecting Table "select a table from the drop-down" my Power Automate is only showing Table1 and not Table2. I am using Excel business, everything the same. Any recommendations to get over the issue. Thanks for the great Demo

[davidkern-wedl]

Thank you! My IT-department told me this wouldn't be possible... This would work with a Sharepoint list too, right?

[ChasingTaradise]

I'm using the "Recurrence" trigger that runs twice a day instead of "Manually trigger a flow". My issue is that it is creating a task for ALL rows every time it runs, instead of just creating a task for the new rows that were added since the last run. How can I fix this?

[dherpin]

Is this a onetime flow or will this process continue to populate planner as I add rows to my excel?

[arg]

Great video! Can you update the notes seriously and add attachments from a SharePoint list into planner? If so, how can I do this?