Bulk Import Tasks into Planner using Power Automate

I will show you how I built a flow that will import tasks from an excel template into your Teams Planner. This could be setup to import regular tasks, weekly, monthly or adhoc. A real time saver for anyone that benefits from the planning and tasks functionality available in Teams / Office 365.

Starting with a demo, I will then walk you through the solution, in the final 5 minutes I will implement the flow into a new environment and show you how easy it is for you to try for yourself via the downloads below. 5 minutes implementing this flow could save you 100s of minutes in the future.

00:00 Intro
00:29 Demonstration
02:41 How was the flow built?
04:12 Getting Group ID
06:36 Creating Buckets
09:44 Creating Tasks
12:00 Adding Check List Items
15:19 Making Check List Items Visible via Graph API
17:12 Implement this solution in under 5 minutes

Files for Download:

Union, Except & Intersect:

Planner Actions in Power Automate

Update Planner Details with Graph API

[Scragglington]

Damien, this is perfect. This solution is exactly what I am looking for. I am running into a challenge however, I'm getting emails for every task saying that they've failed (I've unchecked is successful), even though they show up in my Plan. Great content! You've yourself a new subscriber :)

[yoshioshinozuka]

Great work! Especially last 5 min. in different set-up really helps me to implment practically. I will continue to learn from this to understand the
Power automatic !

[saradehond]

Hey this is awesome! Very thorough! I was able to recreate everything manually.

Added some customization. For Due date I made, if empty, give plus 5 days from today: Date Time']), formatDateTime(AddDays(utcNow(), 5), 'yyyy-MM-dd'), items('Apply_to_each')?['Due Date Time'])

Left the start date empty. No priorities and color tags. Added a Notes column and added it to Add task details action.

Note to self, don't hide columns in the excel sheet, the flow wont run otherwise.

[Worrelpa]

I can see the use cases here and lots of great techniques.

I personally don't like to use planner with automation. Primarily because of one missing trigger action
That is the delete item. You have no way of knowing if a task was deleted. We appear to need that on several projects so ended up going the lists route.

[IamMex]

Hello, great video. I'm definitely a subscriber! I was finally able to get everything to work just right! I've been trying to add a Notes column but have not been successful. I'm not sure where to add it. I've added a Select Notes and Filter array Notes after create a task. Notes are not displayed when tasks are created. I didn't update the "Update task details" section because I'm not sure how to add an additional element. Any advice is greatly appreciated. Thanks.

[shriramnalgirkar]

Hi Damien,
Thanks for the details and wonderful explanation!
I tried to follow the steps as mentioned, but on test the flow is failing at the "ScopeGetgroupID" where the step Filter Array Teams, is having blank output. So my next step of fetching the PlanID fails.
My setup has 3 teams as member access to my user id and inside the relevant Team, there are multiple Channels in which my Plan ID is created.
Thanks for your help!
Shriram

[davidingham]

Damien - this is precisely what I am looking to do thanks. (And I have subscribed)

[jamesmosier]

Thanks for sharing, excellent coverage. I could not import because my environment restricts the API connector type in your solution.

[CHEMELLE_B]

Thanks so I much for this, it helped alot! The packaged file helped also saved a lot of time! Thanks!

[kensleylewis]

What I would like to see, is if someone would update that excel sheet again, will the Planner items properly update or will their be a massive duplication of tasks in Planner?

[malchicken]

Appreciated, very thorough and robust, thank you :)

[growthfactorbookkeeping]

This is wonderful - thank you so much! I'm testing/playing with now, so may come back with questions - fair warning! :D

[KristianeT]

Hi Damien, This is so helpful! How would I modify the HTTP request if I wanted to show the "notes" on the card rather than checklist? Thanks.

[simplecookingrecipes]

What is a simple process to use Power Automate to create the buckets and then put the tasks under the correct bucket? I'm not having any luck.

[JnsWndlmth]

Thanks for sharing, this video helped me a lot.

[jayligda]

Thanks for this solution. Exactly what I need. I haven't got it to work yet. When I save the imported flow, after I update the values, I get: "Some of the connections are not authorized yet. If you just created a workflow from a template, please add the authorized connections to your workflow before saving. I'm not sure what connectors I need to add or how to. These are the ones that I have under Data > Connections:
Excel Online (Business)
Microsoft Forms
Microsoft Forms
Office 365 Outlook
Office 365 Groups
Planner
Mail
SharePoint
Microsoft Teams
What do I need to add and how? I'm pretty new to Power Automate. In fact this is my first one (out of many, I'm sure).

[alexjans]

Thank you Damo, great video. I can't seem to get the HTTP call working to enable the checklist to be visible on the card.

The action you use is not available to be, I'm using 'send a http request v2' but getting error code 400. "URI path is not a valid graph endpoint". Any clues?

[robbyweidman]

This is incredible thank you so much!!

[jgreguric]

Hi Damien, really helpful video, thnx a lot! Is it possible to have a link back so that we have dynamic response - when i check the item as done in planner that is checked in the table and not again imported into planner? thnx!

[junli]

Thank you!
At 20:18, I followed all the steps but didn't see the 3rd bullet line of "save as new flow". Just the 2 lines above. Any idea why?