Automatically Create Planner Task From Excel

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In this video We'll learn how to create Microsoft Planner tasks from Excel using the Power Automate Excel add-in.

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Check out my full courses and ebooks here

HowToExcelBlog
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Great video! I was wondering is it possible to get a flow that reports back to Excel (Complete date) if the task is checked done in planner?
Part 2 Video?😊

komurac
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Thank you! Also, the Convert Time Zone steps can be given custom names to help distinguish them in the Create Task. Please make more re dynamic buckets, and parsing checklists.

joelavery
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Thank you so much for this video! Great explanation!

Question, can you tell me how I can add the bucket?

MrPieterBenjamin
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Hi John. Thanks for the great tips to create this process. Thumbs up!!

wayneedmondson
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I love the video, thank you! A question, How I can handle if more than one people I want to assign to? Add more columns in excel file in same row?

erecoxue
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Just today ive got a task to copy items from excel file into planner.... coinsidence? I dont think so! Thank you!!!! 🙌🙌🙌🙌🙌

FRANKWHITE
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Thank you for a great video. How do I connect the dates with the tasks meaning that when I decide that I want to change the date it automatically changes within the task?

yaraaldrees
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Really good and clear video, I see I have same problem as some other people re add ons, also have access denied to table messages, is easier to get diagnostics on the mobile app for some reason.
Finally if I want to import an entire table of rows into Planner, that would be better, am talking of hundreds of rows, what would be the best way to do that ?

seanleach
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THank you very much! You're a lifesaver :)

joycestrmsnes
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This is a great video and very easy to understand, thank you for posting! The most dificult part was having Flow added as an add in, my company have blocked all microsoft store downloads for security issues so an offline load had to be done by the IT team which took days!!
I do have one question, can the flow only be ran in the online version of the excel file as the custom built flow isn't there on the synced version of the file held natively on my laptop?

andrewmiddleton
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Great video. I have just been asked to do this. I was wondering if the convert time works for summer time and winter time without modification?

MrAhjt
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Thanks for the great video. I managed to create a flow and it works, but regrettfully it does not show all planners that I have available in my tasks. Are there any requirements for planners to be shown in the selection? Thanks for helping!

saskiaricker
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is there no way to simply import task list from excel into planner, import excel CSV file? Take a look at Jira load solution

giovanniquilotte
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In the "Update task details" step, I am wondering about including checklist items with my tasks. I can't seem to figure out how to lay them out in the Excel spreadsheet for upload via Power Automate (Flow). Is there another video or template I could follow for this? Thank you.

RozsaFoundationYYC
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Great guide John. Would that be possible to do with a private channel within a Plan in Teams?

efthimiosspiridopoulos
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Nice Idea, but really far from use by common Customer.
How can we write a task into the already preset Bucket?
how can we create the NEW bucket in Planner in it doesn't exist?
Can we make the vice versa link between Planner and Excel?

andreydurkin
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Hi everyone! If I change my tasks in Panner e.x. I have a kanban board and drag my task to finalized, is there a way to update the excel automatically accordingly?

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

dherpin
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I did your converting time trick, however the date keeps showing a day earlier... any suggestions? Thanks!!!!

musicale