Power Automate | Create Planner Tasks from SharePoint List Items

This video will demonstrate how to use Power Automate to create a flow that takes data from SharePoint Lists and create a task in Microsoft Planner. Rather than typing the same information in two applications, you can let Power Automate do the work for you. In this scenario, I use Lists to track new application features. When I flag an item that needs additional documentation the flow will automatically create a Planner task.

Chapter Markers:
0:00 Lists to Planner Use Case
0:19 Automated Cloud Flow Trigger
0:53 Step 1
1:12 Step 2
1:43 Step 3
2:10 Step 4
3:21 Step 5
4:48 Don’t skip this step

✨ Did you enjoy this video or find it useful? Support the channel:


//Disclaimer. Some product links are affiliate links which means if you buy something I will receive a small commission at no additional cost to you
Thank you for supporting my channel so I can continue to provide you with free content each week!
If you liked this video please subscribe. It really helps the channel.

[HeatherMajors]

Hi everyone, many of you have asked about the opposite version of this flow. How do you send Planner data to Lists. I have tested it and could only bring over basic data but not the details. If there is a way to do it I have not figured it out yet. But with basic out of the box Planner actions, I was not getting any meaningful data. Just wanted to post this update so you all know I took the suggestion but have not cracked the code yet. If anyone knows the answer feel free to share with the group.

[HeatherMajors]

This flow is one that has saved me a lot of time. I am not a Power Automate expert; rather I am an average business user who needed to solve a problem. With a little practice, almost anyone can use Power Automate to create some basic flows even if they have zero coding experience.

[HeatherFranklin-kkrm]

Heather - This is fabulous! I scoured the internet for a way to migrate my work tracker from MS Lists to Planner. Your video was clear, easy to follow, and at just the right speed for pausing and restarting. I also appreciated the step bookmarks! Thank you so much. :)

[Cbolden]

Your content is much better than the large YouTubers. Keep up the good work, and the amazing content

[jillkomoto]

Great explanation, step by step, actually making a power flow. Thank you.

[tomanaue]

Heather, this has made me a superstar in my new team, so thank you so much!

[mrjdainsworth]

Fantastic, did the job really well thank you.

[SuperSerginho]

Hi @heather, really nice video, but I was wondering, do you have another video about how to do the opposite procedure ?, I mean, how to send tasks from planner to a SharePoint list ? thanks in advance

[jeffwest]

Absolutely fabulous. This gave me all I needed to solve a major problem! Thanks so much!!!

[jamenforsatan]

Great stuff Heather. Will prove useful!

[veerbharati]

Thanks for the video. It was simple explanation and easy to understand. I am going to try this. Keep going, Heather.

SharePoint List to Task - Planner.

[ianmacnz]

Great video - very clear instructions and a great example - Subscribed!!

[huzhide]

Thank you very much. This is exactly what I need.

[sebastianaussenhofer]

Hi Heather, really helpful videol. Excelltly edited and sharp on the point. I subscribed.

[rogerioantonio]

Thanks for sharing! Very nice explanation!

[rogerioantonio]

Hi Heather, I hope you are fine!!

I’m an absolute zero on sharepoint. I was well succeeded on sending to planner an item list thanks to you! 😊
I’m really motivated to go further learning on it!

Now, I would like your help solving this issue:

First, on the Sharepoint I have a list that contains an option column named “month” (jan, feb, and so on) and a column named “send to planer”, as you taught us! 😊

Second, on Planner, I have a plan for the whole year (e.g. 2022) and inside there is a bucket for each month (jan, feb, and so on).

Here is the automate I'm looking for:
On the list, when selected “YES” in the "send to planner" column, if the “month” column has “JAN”, it would send to the “JAN” bucket on Planner.

A solution would be to create a “sent to planner” column for each month.
But I think that an improved solution would be having one single column “send to planner”, able to send to desired bucket!

It would be possible?

[ericksegura]

Is just what I was looking for amazing

[amymaynard]

Great job on the video. Will this work for a modified item instead of a created items?

[aidasouzadasilva]

Hi Heather! Super helpful video :)
Besides the Description, is it possible to update other task details as the Start date, Due date, and Assign it to a person?

[LenaM]

Very helpful video, much appreciated :) Question - once in the planner as a card, how can we create a flow to update the planner card? In your example, the SharePoint List has a "Status" column, it is "Rolling Out", if you change it to "In Development" I would like the planner card to update as well. Is it possible?