Save Time and Effort by Automating Microsoft Planner Tasks using Power Automate (2023)

Welcome to channel! In this video, I'll show you how to supercharge your productivity by Automating and Scheduling Microsoft Planner tasks using Power Automate.

With a simple and efficient Power Automate flow, you can create Planner tasks on a schedule of your choice. Whether you want daily, weekly, or monthly task templates, this tutorial will guide you step-by-step through creating this automation.

00:00 Introduction
00:24 The Problem with Recurring Tasks in Planner
01:02 Creating a Power Automate Flow
02:01 Scheduling the Power Automate Flow
02:43 Creating a Planner Task using Power Automate
06:09 Adding Planner Task Details using Power Automate
07:20 Adding Planner Task Checklists using Power Automate
08:03 Renaming the Power Automate Actions
08:52 Running and Testing the Power Automate Flow
09:18 Validating the Automated Creation of a Planner Task
09:50 The Differences with Recurring Tasks in Planner

Here's the Expressions used in this video also:

Time / Date Now - utcNow()
Time / Date in 7 Days - adddays(utcNow(),7)

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#your365coach #microsoft365 #microsoftplanner #microsoftpowerautomate

[slinnky]

It looks like there's a bug in Power Automate for me. When I try creating a checklist, the "Is Checked" input doesn't give me a Yes/No drop down. Instead it only lets me add function/dynamic content. Of course when I save Power Automate throws an error saying the input is expecting a boolean. Any ideas how to get around this bug?

[dekstarking]

Thanks Scott! Really great, easy to understand tutorial.

[SuperPhan]

Thank you for your help, Scott. I had an issue selecting "no" on the checklist. The solution is to revert to the old version, which has a dropdown for "yes" and "no." Thanks again.

[kensleylewis]

It would be nice if there was way to dynamically set "In Progress" on the Progress status if we wanted to.

[TheOlivertabin]

Hello. Great content! Is there a way to use a list of dates from Excel for the start date and due date of the task?

[cossack]

Would love creative ways to practically automate in OneNote. Does Power Automate work with Loop yet?

[rafaelbosco]

Can it be created with the "repeat" field?

[TremainSr]

Hello, is there a way power automate planner to export to excel?

[hkqmtrw]

Do you have a video that shows you how to bulk upload an excel file with task, start, due date and who the task is assigned to? I am trying to do this for 300 task but I am coming into an issue where the start and due date and not transferring and some task are duplicating assigning to a different person from my excel sheet.

[kelemvor]

Could I do this by filling out a spreadsheet with all the task names and other details I want and then having Flow read through that instead of manually creating a step for every task I want created?

[ellieplayz]

thanks for the video. When I add the due date formula, it states it is an invalid datetime. any idea on what the formula update should be?

[slinnky]

When using Power Automate to output a description for a Planner card, is there a way I can have text display across multiple lines? Right now all my text is being outputted as a single line, which makes it hard to ready.

[chloemag]

I'm trying to come up with a way to duplicate tasks from one Planner board to another based on some kind of trigger. I don't want all tasks to go to the second board, just selected ones. Is this possible? I'm wondering if I can use a label in some way for Automate to determine if a task should be copied or not.

[larissaberry]

How can you add it so it due date is always the last working day of the month

[ellieplayz]

Sorry - forgot to add that the free text in the check list section is not allowed. Is there a work around for this. Your video does exactly as i want, however will not let me add the data in as you have.