⚡️Automate Microsoft Planner Tasks: Create Tasks from SharePoint & Excel in Minutes

Do you want to quickly create tasks in Microsoft Planner from a SharePoint list or an Excel table? 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

---
LEVEL UP YOUR POWER AUTOMATE SKILLS:

#microsoft365 #microsoftplanner #powerautomate #powerplatform #productivityhacks #productivitytips #techtips #techtipsandtricks #sharepointonline #sharepoint #excel #exceltips

---

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

---

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

SUBSCRIBE FOR NEW VIDEOS EVERY WEEK-ISH

---
Teaching you how to make your workflows SUCK LESS.

Subscribe if you want to learn how to streamline your workflow, boost your productivity, and build innovative processes for yourself and your business! I wanna help you get more time in back your day.

Join me on my journey on learning new tools, levelling up my skills and creating more time to do the things that matter. I hope that I can inspire you to do the same and share all the things you learn from me with others.

Get curious. Be creative. Do better.

---

FOLLOW ME:

[kensleylewis]

Nice work. I would like to see this next level by not only allowing new tasks to be created into Planner, but also update existing ones, all in one flow.

[LetsChat]

These are the *best* edited Power Automation videos on youtube hands down. I love the effort you put into this!

[ChareneHenriksen]

This post has been a lifesaver for me. I've been working on this for weeks before I found your video. Have you created a video on adding labels to Planner tasks from a SharePoint List? Right now, I'm manually adding the labels. Greatly appreciate any info. Thanks again!

[AthanasiosPapageorgiou-zlzq]

What an amazing work!! Loved it !
Do you have a link maybe to the flow on how to update task details when an item is modified from the Sharepoint list 🙏🙏🙏🙏

[kmagrare]

Hi my source is excel and when Im doing compose it doesn't have any option to select Body

[nanchoi]

I am using the trial planner premium. I cannot find the planner I created using the trial planner premium in Power Automate. Is it normal?

[FenrisUlfur]

Great and purrs like a kitten :)
But how can I synchronize/adjust it so that the Sharepoint List is also up to date when changes are made in the Planner?

[dileepdubbakula]

Hai can you Make the Video Regarding how to update a Planner Record using sharepoint list

[TheMulti]

Hi, How can I automate the chekclist of this tasks using this code?

[NathanielUlrichBos]

As part of the import workflow, is there a way to have power automate compare the tasks in the excel table against those tasks in microsoft project and, if no planner task exists, creates the planner task, otherwise, do nothing and move on to the next row/excel task?

[JonEpicLepic]

How can you add subtasks to each task created from an excel file? Can you show the setup of the data in excel?

[carolinaparra]

Thank you for these lesson, but how could I set up the flow to create the subtasks?

[ChasingTaradise]

I'm using an Excel table to create the tasks, but instead of using "Manually trigger a flow", I'm using "Recurrence", which is set to run twice a day. My issue is that it's creating tasks for ALL rows each time, not just the new ones that have been added since the last run. Any help on this?