Power Automate create a task in Microsoft Planner

As we know, Power Automate has so many different ways to trigger and run the flow. In this Microsoft Power Automate Tutorial, we will learn what is Microsoft Planner, how to create a planner task using Microsoft Planner.

Also, we will discuss how to create a planner task from an email, how to send an email when a Planner task is assigned to me, how to send an email when a planner task arrives due date in Power Automate.

Also, we will cover the below topics by using various scenarios:

  • Power Automate send Teams notifications when a task completed in Planner
  • Microsoft flow to send Teams notifications when a task is created in Planner
  • Power Automate send an email when planner task is completed
  • Microsoft Planner: Send an email and create task
  • Create a task in Planner when a file is created in SharePoint
  • Using Microsoft Power Automate to Connect Forms and Planner
  • Automatically Create Planner Task From Excel
  • Power Automate create planner task with notes
  • Power Automate planner update task details
  • Power Automate create a task in microsoft planner show on card
  • Power Automate create a task in microsoft planner bucket id
  • Power Automate create planner task from sharepoint list
  • Power Automate create a task in microsoft planner attachment
  • Power Automate create a task in microsoft planner assign
  • Power Automate create a task in microsoft planner from teams
  • Power Automate create a task in Microsoft planner copy
  • Power Automate create a task in microsoft planner delete
  • Power Automate create a task in Microsoft planner recurring
  • Power Automate create a task in microsoft planner selected file
  • Power Automate create a task in microsoft planner link with examples
  • Power Automate create a task in Microsoft planner check if
  • Power Automate create a task in microsoft planner by title with examples
Table of Contents show

What is Microsoft Planner

Microsoft provides us with an environment named Microsoft Planner that allows us to create plans, assign tasks, chat about tasks, and see the task progress.

Next, we will see how to create a new plan on Microsoft planner.

Steps to create Microsoft Planner

We can create the Microsoft planner by using the below steps::

  1. On Sharepoint environment, click on Applications (Left navigation) > Planner.
create task in Planner
create task in Planner

2. Select this Planner application. It will open the planner environment where you can create plans, assign plans to someone, and so on.

Create a new plan on Microsoft planner
Create a new plan on Microsoft planner

3. Click on +New plan to create a plan or task. Then press on the create a plan. It will create a plan on the Microsoft planner.

Create a plan on Microsoft Planner
Create a plan on Microsoft Planner

This is how to create a new plan on Microsoft planner manually.

Read: Power Automate flow with Microsoft teams

Create a Planner task using Power Automate

Before starting all these above topics, we will see how to create a task in Microsoft planner using Power Automate(login with ur tenant ID or Microsoft User ID).

Let’s create a button flow to create a task in the Microsoft planner. On Power Automate, click on + Create > Instant cloud flow.

How to use Power Automate to create tasks in Planner
How to use Power Automate to create tasks in Planner

Next, select the trigger ‘Manually trigger a flow> Create. Also, you can give a name to the flow.

Power Automate create a task in Microsoft Planner
Power Automate create a task in Microsoft Planner

It will trigger the flow manually. Then click on the +New step to add an action.

Create Tasks in Microsoft Planner using Power Automate
Create Tasks in Microsoft Planner using Power Automate

Next, search the action ‘create a task‘ under the Planner connector.

Microsoft flow to create a task in Planner
Microsoft flow to create a task in Planner

It will ask to set all the below properties:

  • Group Id– Set the group to retriev the plan
  • Plan Id– Set the plan for the new task
  • Title– Set the title of the new task
  • Bucket Id– Choose the bucket to place this task in.
Create Tasks in Microsoft Planner using Microsoft Flow
Create Tasks in Microsoft Planner Power Automate

Let’s Save the flow and test it manually. We can it will create a new task on the Microsoft Planner.

 Create Tasks in Microsoft Planner using Microsoft Flow
Create Tasks in Microsoft Planner using Microsoft Flow

This is how to create Tasks in Microsoft Planner using Microsoft Flow.

Also, check out this article: Power Automate Copy Folders + 10 Examples

Microsoft flow create planner task from email

Here we will see how to create a task in Microsoft Planner when an email arrives via Outlook. Let’s create an automated flow on Power Automate, that will create a task automatically when an email arrives at your Outlook’s inbox.

On Power Automate, click on +Create > Automated cloud flow > Select the trigger ‘When a new email arrives (V3)> Create. Also, give a name to the flow.

Microsoft flow create planner task from email
Microsoft flow create planner task from email

It will create the flow that will trigger when an email arrives. Now we will select the folder to where the new email will arrive. Click on Show picker > select Inbox.

create planner task from email using Microsoft flow
create planner task from email using Microsoft flow

Next, click on the +New step to add logical action to the flow. Then we will add an action that will create a task automatically in the Microsoft Planner.

Click on + New step > Create a task (under Planner connector). Then provides the Group Id, Plan Id, Title, Bucket Id.

Creating Planner Tasks from Emails using Automated Flows
Creating Planner Tasks from Emails using Automated Flows

Let’s Save the flow and test it manually. Then for testing purposes, you send an email to us from another user Id.

Creating Planner Tasks from Emails using Power Automate
Creating Planner Tasks from Emails using Power Automate

We can see a new task in the Microsoft Planner like below:

Power Automate create planner task from email
Power Automate create planner task from email

This is how to create a planner task from email using automated flow.

Read: Power Automate Copy Files + 21 Examples

Power Automate send an email when a Planner task is assigned to me

Here we will see how to send an email notification when a planner task is assigned to me. Let’s create an automated flow to implement this.

On Power Automate, click on +Create > Automated cloud flow > Select the trigger ‘When a task is assigned to me > Create.

Send an email when a Planner task is assigned to me
Send an email when a Planner task is assigned to me

Now it will create the flow that will trigger when a task is assigned to me. Then click on the + New step to add a new action ‘Send me an email Notification‘.

Send an email when a Planner task is assigned to me using Power Automate
Send an email when a Planner task is assigned to me using Power Automate

Then set the below properties to activate the action:

  • Subject– Set a subject to the email
  • Body– specify the body of the email using dynamic content.
Microsoft flow to send an email when a Planner task is assigned to me
Microsoft flow to send an email when a Planner task is assigned to me

Now we will save the flow and test it manually. Let’s assign a task to yourself.

Send an email when a Planner task is assigned to me using flow
Send an email when a Planner task is assigned to me using flow

We can see it will send an email notification about the planner tasks via Outlook.

Power Automate to send an email when a Planner task is assigned to me
Power Automate to send an email when a Planner task is assigned to me

This is how to send an email when a Planner task is assigned to me using Power Automate.

Also read: Power Automate Create PDF + 11 Examples

Microsoft Flow send an email when a planner task arrive due date

Now we will see how to create a planner task when an email arrives and also we will see how to update the due date in the planner task.

For example, when an email arrives it will create a task. Also, when we will insert a start date it will automatically update the due date in the Microsoft planner.

Let’s create an automated flow to implement this. On Power Automate, click on +Create > Automated cloud flow > Select the trigger ‘When a new email arrives (V3)’. Select the folder for emails i.e. Inbox.

Microsoft flow send an email when a planner task arrive due date
Microsoft flow sends an email when a planner task arrive due date

Then we will click on the + symbol or click on the + New step to add an action that will create a task in the planner.

Click on +New step > Create a task. Here we will provide the Group Id, Plan Id, Title, Bucket Id.

And set the Received Time(from dynamic content) as the Start Date-Time, and in the Due Date Time, we will add an expression that will add 5 days in the start date-time. This due date-time will update automatically in the planner once the email arrives.

addDays(triggerOutputs()?['body/receivedDateTime'],5,'yyyy-MM-dd')
Power Automate create planner task from email with the due date
Power Automate create planner task from email with the due date

Now our flow is ready to run. Let’s save the flow and test it manually. Send an email to yourself.

create planner task from email with due date using Power Automate
create planner task from email with due date using Power Automate

Then we can see our flow ran successfully. That means it update the due date in the task planner.

Power Automate send an email when a planner task arrive due date

Power Automate sends an email when a planner task arrives due date

Let’s check in the planner, and we can see a new task is created with the start date and due date(calculated from the start date).

How to create Planner Plan with calculated due dates  using flow
How to create a Planner Plan with calculated due dates using flow

This is how to create a Planner Plan with calculated due dates using flow.

Also, refer to this post: Power Automate dynamic content [Complete tutorial]

Power Automate send Teams notifications when a task completed in Planner

In this example, we will see how to send a team notification when a task is completed in the Microsoft planner.

Let’s create an automated flow that will trigger when the task is completed in the Microsoft planner.

On Power Automate, click on My flow > +New flow> Automated cloud flow.

create an automated flow on Power Automate
create an automated flow on Power Automate

Then select the trigger ‘When a task is completed > Create.

Send Teams notifications when a task is Completed in Planner
Send Teams notifications when a task is Completed in Planner

Then provide the Group Id and Plan Id to fetch the data from the planner.

Power Automate send Teams notifications when a task is Completed in Planner
Power Automate send Teams notifications when a task is Completed in Planner

Next, we will add an action that will post the message to the Microsoft team once the task is completed.

Click on +New step or + symbol > Select the action ‘Post a message (V3)‘ under the Microsoft Team connector. Here we will provide the Team, Channel, Message(using dynamic content from the trigger), Subject.

Microsoft flow to Send Teams notifications when a task is Completed in Planner
Microsoft flow to Send Teams notifications when a task is Completed in Planner

Now we will save the flow and select to test it manually. Let’s complete a task in the Planner.

Send Teams notifications when a task is Completed in Planner using Flow
Send Teams notifications when a task is Completed in Planner using Flow

We can see it will send a notification about the completed task in the Microsoft team:

How to Send Teams notifications when a task is Completed in Planner using Flow
How to Send Teams notifications when a task is Completed in Planner using Flow

This is how to send Teams notifications when a task is Completed in Planner using Flow.

Check Start and wait for an approval Power Automate [Complete tutorial]

Microsoft flow to send Teams notifications when a task is created in Planner

In this example, we will see how to send a team notification when a task is created in the Microsoft planner.

Similarly, here we will create an automated flow that will trigger when a task is created in the Microsoft planner.

On Power Automate > My flow > Automated cloud flow > Select the trigger ‘When a new task is created. Here we will provide the Group Id and Plan Id.

send Teams notifications when a task is created in Planner
send Teams notifications when a task is created in Planner

Next, we will add an action that will notify the Microsoft team once the task is created. Click on +New step > Post a message (V3) under Microsoft team connector. Set the Team, channel, message(using dynamic content), subject.

In the message we are going to use the current date as the Start date:

formatDateTime(utcNow(),'yyyy-MM-dd')
Microsoft flow to send Teams notifications when a task is created in Planner
Microsoft flow to send Teams notifications when a task is created in Planner

Now our flow is ready to run. Let’s save the flow and select to test it manually. Then we will create a new task in the Microsoft Planner.

send a Teams notifications when a task is created in Planner
send a Teams notifications when a task is created in Planner

We can see it will notify the task in the Microsoft team.

Power Automate send Teams notifications when a task is created in Planner
Power Automate send Teams notifications when a task is created in Planner

This is how to send Teams notifications when a task is created in Planner using Power Automate.

Refer to this post: Power Automate shared mailbox

Power Automate send an email when planner task is completed

Here we will see how to send an email when a planner task is completed. For example, when a task is completed in the Microsoft Planner it will notify the manager or team lead about the task.

Let’s create an automated flow that will trigger when the task is completed in the Planner.

On Power Automate, Click on +Create > Automated cloud flow > Select the trigger ‘When a task is completed‘. Set the Group Id and Plan Id.

Send an email when planner task is completed
Send an email when the planner task is completed

Next, we will add an action to get the user profile i.e. it will retrieve the specific user who completed the task.

Click on +New step > Get user profile (V2). Select the ‘assignments Assigned to User Id‘ from the dynamic content f the trigger. We can see it will create an ‘apply to each‘ loop.

When a Planner task is completed, send an email to a specific email
When a Planner task is completed, send an email to a specific email

Next, we will add an action that will send an email to the specific user via outlook. Click on +add an action(inside the loop) > Send an email (V2). Here we will set the properties such as:

  • To- Specify a user email to whom you want to send email
  • Subject- Set a subject to the email
  • Body- Specify the body of the email using dynamic contnet from the trigger and previous the action.
Send an email when a Planner task is completed using Power Automate
Send an email when a Planner task is completed using Power Automate

This is what the entire flow looks like. Now we will save the flow and test it manually. For testing purposes let’s complete a task on the task planner.

Microsoft flow Send an email when planner task is completed
Microsoft flow Send an email when the planner task is completed

Also, we can see It will send an email notification to the specified user:

Flow Triggers Planner When A Task Is Completed
Flow Triggers Planner When A Task Is Completed

This is how to send an email when the planner task is completed using Power Automate.

Also read: Power Automate vs Nintex

Microsoft Planner: Send an email and create task

In this example, we will see how to send an email or notify the user(s) when a new task is created in the Microsoft planner.

Let’s create an automated flow that will trigger when a new task is created in the Microsoft planner. On Power Automate, go to My flow > +New flow > Automated cloud flow.

create an automated flow on Power Automate
create an automated flow on Power Automate

Next, select the trigger ‘When a new task is created. Set the Group Id and Plan Id.

Microsoft Planner to Send an email and create task
Microsoft Planner to Send an email and create a task

Then we will add an action that will get the user profile to whom the task is assigned. Click on +New step > Get user profile (V2). Set the user as assignments Assigned To User Id.

Ability to send an email to Planner and create a Task
Ability to send an email to Planner and create a Task

After getting the user profile, it will notify them about the new task. Click on + Add an action > Send an email(V2). Set the properties such as:

  • To– Choose Mail from the dynamic content of the Get user profile action
  • Subject– Give a subject to the email
  • Body– Specify the body of the email(using dynamic content)
Power Automate to Send an email when a new task is created in Planner
Power Automate to Send an email when a new task is created in Planner

This is what the whole flow looks like. Now we will save the flow and test it manually. For testing propose let’s create a new task in the Microsoft planner. Here we will assign multiple people.

Power Automate to Send an email to multiple user when a new task is created
Power Automate to Send an email to multiple users when a new task is created

We can see it will notify both the users who are assigned to the task.

Send an email When a task is created in the Planner using flow
Send an Email When a task is created in the Planner using flow
Power Automate send email when a new task is created in the Planner
Power Automate send an email when a new task is created in the Planner

This is how to do Power Automate send an email when a new task is created in the Planner.

Check out this post: Power Automate or Microsoft Flow delete all files in a folder

Create a task in Planner when a file is created in SharePoint

Now we will see how to create a task in the Microsoft planner when a file is created in the SharePoint library.

Let’s create an automated flow that will trigger when a file is created in the Sharepoint document library.

On Power Automate, click on + Create > Automated cloud flow > Select the trigger ‘When file is created(properties only)’ > Create. Then provide the Site address and Library name.

Create a task in Planner when a file is created in SharePoint
Create a task in Planner when a file is created in SharePoint

After triggering the flow, we will add an action that will create a new task in the Microsoft planner:

Click on + New step > Create a task(under Planner). Set the pprperties like below:

  • Group Id- Specify the Group ID
  • Plan Id- Select the Plan ID
  • Title- Give a title to the task or you can set the File name from the dynamic content as title of the task
  • Bucket Id- Choose the bucket Id
  • Assigned User Id- Specify the user id(s) to whom you want to assigned the task

Note- You can pick a color code to define the task and set it as Yes. For example, here we are going to create this task as a Red mark.

Power Automate how to create a task in Planner when a file is created in SharePoint
Power Automate how to create a task in Planner when a file is created in SharePoint

Now our flow is ready to run. Let’s save this flow and test it manually. Let’s create a file in the document library.

Create a task in Planner when a file is created in SharePoint using Power Automate
Create a task in Planner when a file is created in SharePoint using Power Automate

We can see it will create a task in the Microsoft planner with the assigned user:

Microsoft flow Create a task in Planner when a file is created in SharePoint
Microsoft flow Create a task in Planner when a file is created in SharePoint

Also, it will notify the assigned user about the task via Outlook mail:

Create a task in Planner when a file is created in SharePoint using Microsoft flow
Create a task in Planner when a file is created in SharePoint using Microsoft flow

(As we didn’t insert any data for Due date-time, it showing blank. You can add the expression that we have used previously).

This is how to create a task in Planner when a file is created in SharePoint using Microsoft flow.

Check out: Upload PowerApps Attachments to SharePoint Library Folder

Using Microsoft Power Automate to Connect Forms and Planner

In this example, we will see how to create a task in the planner automatically and how to notify the task in the Microsoft team when a response is submitted via Microsoft form.

For example, when someone submits a form it will create a task in the planner and also, it will notify the specified Microsoft team. Here are the following steps to implement this.

Step-1: Prepare a Microsoft form

First, we will prepare a Microsoft form where we will submit the responses.

Click on +New Form > Give a Form name > Add questions. For example, we are going to create a form based on the Issue Tracking Form.

Using Microsoft Power Automate to Connect Forms and Planner
Using Microsoft Power Automate to Connect Forms and Planner

Step-2: Create a plan in the Microsoft planner

Next, we will create a new plan in the Microsoft Planner where the issue converts as a task once the form is submitted.

On Microsoft planer, click on +New Plan. Give a plan name. For example, we will create a plan named ‘Issue Resolutions‘.

Using Microsoft flow to Connect Forms and Planner
Using Microsoft flow to Connect Forms and Planner

Step-3: Create a Microsoft team

Next, we will create a Microsoft team where it will notify about the task. For example, we wil create a team named ‘Issue Tracking Team‘.

Using Power Automate to Connect Forms and Planner
Using Power Automate to Connect Forms and Planner

Let’s create an automated flow to implement the requirement.

Step-4: Trigger the flow when a response is submitted

Now we will create an automated flow that will trigger when a new response is submitted.

On Power Automate, click on +Create > Automated cloud flow > Select the trigger ‘When a new response is submitted’. Select the Form Id from the drop-down.

Power Automate how to trigger the flow when a new responses is submitted
Power Automate how to trigger the flow when a new responses is submitted

Step-5: Get the response details

Next, we will add a new step that will get the response details from the submitted form.

Under the trigger, click on +New step > Get response details. Provide the Form Id (Select it from the drop-down) and Response Id(select it from the dynamic content).

Create a task in Planner from Microsoft Forms and post message
Create a task in Planner from Microsoft Forms and post a message

Step-6: Create a task in the Planner

Next, we will add an action that will create a task in the planner from the responses form.

Click on +New step > Create a task. Set the below properties such as:

  • Group Id– Select the group Id i.e. Issue Resolutions
  • Plan Id– Select the plan Id
  • Title- Set it as Issue Title from teh dynamic content
  • Bucket Id– Select a bucket id i.e. To Do.
  • Due date time- Select it from teh dynamic content
Create a Task in Planner from Microsoft Forms and Post Message in the Teams
Create a Task in Planner from Microsoft Forms and Post Message in the Teams

Step-7: Post the message in the Microsoft team

In this final step, we will add an action that will post the message in the specified Micorsoft chat or channel. Click on +New step > Post message in a chat or channel. Here we will provide the parameters such as:

  • Post as- Flow bot
  • Post in- Channel
  • Team- Issue Tracking Team
  • Channel- General
  • Message- Specify the message using the dynamic contnet.
Create a Task in Planner from Microsoft Forms and Post Message in Teams
Create a Task in Planner from Microsoft Forms and Post Message in Teams

Now our flow is ready to run & test. Click on Save. Test it Manually. Let’s submit a response in the Microsoft form.

Microsoft Forms and Power Automate
Microsoft Forms and Power Automate

We can see it will create a task in the planner:

Forms And Microsoft Team how to Use Them Effectively
Forms And Microsoft Team how to Use Them Effectively

Also, we can see it will notify in the Microsoft team:

How to create a Task in Planner from Microsoft Forms and Post Message in Teams
How to create a Task in Planner from Microsoft Forms and Post Message in Teams

This is how to create a Task in Planner from Microsoft Forms and Post Message in Teams.

Also read: Power Automate Increment Variable + 11 Examples

Automatically Create Planner Task From Excel

In this example, we will see how to create a task in the Microsoft Planner from Excel using Power Automate.

For example, we have created an Excel sheet having some columns such as: Title of the task, Details, Start Date, End Date, Assigned To.

Then click on insert > table. It will format the excel sheet in to a table. Then give a table name i.e. TaskList.

Automatically Create Planner Task From Excel
Automatically Create Planner Task From Excel

Now we will create a flow that will trigger when we select a row in the excel and create a task in the Microsoft planner.

On Power Automate, click on +Create > Automated cloud flow > Select the trigger ‘For a selected row’. Then Set the parameters such as:

  • Location- Select the location i.e. OneDrive for Business(As per our requirement)
  • Document Library- OneDrive
  • File- Select the excel file
  • Table- Select the table
How to Create & Update Planner Tasks from Excel
How to Create & Update Planner Tasks from Excel

Next, we will add an action that will create a task from the selected row of the excel document. Click on +New step > Create a task. Set the parameters from the dynamic content such as:

  • Group ID- Select a group Id from the Planner
  • Plan Id- Choose the plan Id
  • Title- Title(formatted)
  • Bucket Id- To do
  • Start Date Time- StartDate(Formatted)
  • Due Date Time-DueDate(Formatted)
  • Assigned User Ids-AsignedTo(Formatted)
Power Automate Create Planner Task From Excel
Power Automate Create Planner Task From Excel

Next, we will add action that will update the task in the Planner. Click on +New step > Update task details. Similarly, here we will set the below properties such as:

  • Task Id– Id
  • Description– Details(formatted)
How to Create & Update Planner Tasks from Excel using Power Automate
How to Create & Update Planner Tasks from Excel using Power Automate

Let’s save the flow. Then open the excel sheet that we have created. Go to Insert tab > Get Add-ins > Microsoft Flow for Excel > continue.

Create Planner tasks from Excel database using Power Automate
Create Planner tasks from Excel database using Power Automate

Then we can see a Power Automate logo on the excel. Click on that symbol.

Power Automate Tutorial Create Planner Tasks from Excel
Power Automate Tutorial Create Planner Tasks from Excel

Now the flow will appear in the excel report. Let’s select a title from the excel report. Then it will show the run option.

Power Automate How to Create & Update Planner Tasks from Excel
Power Automate How to Create & Update Planner Tasks from Excel

Run the flow. We can see it will create a new task in the Microsoft Planner.

Microsoft flow Automatically Create Planner Task from Excel
Microsoft flow Automatically Create Planner Task from Excel

This is how to do automatically Create Planner Task From Excel.

To read more, refer to this post: Microsoft Lists – Create a List from Excel

Power Automate create planner task with notes

In this example, we will see how to add a note when we create a task in the Microsoft planner. There is an action that will update the task with a note.

  • To implement this, we are going to create an automated flow that will trigger when a file is created or modified in the SharePoint library.
  • On Power Automate, click on +create > Automated cloud flow > When a file is created or modified (properties only). Configure the Site address and Library Name.
power automate create planner task with notes
Power automate create planner task with notes

After creating a file it will create a task in the Microsoft Planner. Click on + symbol or + New Step > Create a task (under the planner connector). Here we will provide the Group Id, Plan Id, Title, Bucket Id, Assigned User Id, and a Label color(optional).

power automate how to create planner task with notes
power automate how to create planner tasks with notes
  • Next, we will add an action that will attach the note with the existed task.
  • Click on +New step > Update task details(under Planer connector). Add a note in the Description and select the Task Id or you can use this from the dynamic content.
Microsoft flow create planner task with notes
Microsoft flow create planner task with notes

Let’s save the flow. Test it manually and upload a file in the SharePoint library. We can see it will create a task in the planner with the notes.

 create planner task with notes using Power Automate flow
create planner task with notes using Power Automate flow

This is how to create planner tasks with notes using Plower Automate flow.

Power Automate planner update task details

In Power Automate, there is an action update task details under the Planner connector that will update the task details for an existing task.

  • As it is an action, we can find this after a trigger. Let’s trigger the flow manually. Then in the search bar, search the Planner connector.
power automate planner update task details
power automate planner update task details

Then search the action ‘Update task details‘. It will look like below:

Microsoft flow planner update task details
Microsoft flow planner update task details

Here, we have to insert the below parameters such as:

  • Task Id- Select the existing task id
  • Description– Give a description
  • References Alias- Give an alias name
  • References Resource link– Set a reference resource link for the alias
  • References Type of the reference– Select the type of the reference
Power Automate Planner Update task details Action
Power Automate Planner Update task details Action

Let’s save the flow and test it manually. We can see it will update the task in the Microsoft Planner.

Flow Actions: Planner - Update Task Details
Flow Actions: Planner – Update Task Details

This is how to use update task details on Power Automate Planner.

Power Automate create a task in microsoft planner show on card

Currently, as there is no action for ‘task show‘ when we create a task in Microsoft Planner, we need to do this manually.

There is an option for ‘Show on card‘ that will show the notes or attachments on the card.

Note- We can select only one option to show on the cards.

power automate create a task in Microsoft planner show on card
Power automate create a task in Microsoft planner show on the card

Let’s select the check box that appears in the Notes that will show the notes on the card in Planner.

Show On Card - Microsoft Tech Community
Show On Card – Microsoft Tech Community

Similarly, if we select the Show on card option in the Attachments section.

create a task in Microsoft planner show on card
create a task in Microsoft planner show on the card

And we can see it will show the attachments in the card.

Microsoft flow create a task in Microsoft planner show on card
Microsoft flow create a task in Microsoft planner shown on the card

This is how to use show on the card to create a task in Microsoft planner.

Power Automate create a task in microsoft planner bucket id

Buckets are used to store the tasks in a particular phase according to the types of work, departments, or whatever makes sense for your plan.

  • In this example, we will see how to create a task in Microsoft Planner using bucket id. We can create the buckets in the planner and use those buckets in the flow. Also, we can get the bucket id from the URL of the planner task.
  • First, we will create buckets in the Microsoft Planner. On the Planner task, click on Add new bucket. Then create a bucket as per your requirement.
Power Automate create a task in Microsoft planner bucket id
Power Automate create a task in Microsoft planner bucket id

Here we are going to use the flow(we have created previously) that creates the task in the planner when we trigger the flow manually. Here we will provide the Group Id, Plan Id, Title. In the Bucket Id, we can see the list of buckets that we have created in the planner.

Create a task in Microsoft planner bucket id in power automate
Create a task in Microsoft planner bucket id in power automate

We can select a bucket Id from here. According to our selection, the task will be stored in that bucket.

Example-2: Get the Bucket id from the URL

We can use the bucket Id from the Plan Id. But it will store the task in the planner without differentiating any buckets id.

Open the Planner. select the URL. You can get the Plan Id from there.

Power Automate how to create a task in Microsoft planner bucket id
Power Automate how to create a task in Microsoft planner bucket id

Copy that Plan Id and use this Id as a custom value in the Bucket Id.

create a task in Microsoft planner using custom bucket id in power automate
create a task in Microsoft planner using custom bucket id in power automate

Let’s save the flow and test it manually. It will ask to give a task name. Then click on the Run flow.

create a task in microsoft planner from custom bucket id
create a task in Microsoft planner from custom bucket id

Now, we can see a new task in the Planner that we have created now:

Create a task using Bucket id in Power Automate
Create a task using Bucket id in Power Automate

This is how to do Power Automate creates a task in Microsoft planner bucket id.

Power Automate create planner task from sharepoint list

Here we will see how to create a planner task from a Sharepoint list using Power Automate. For example, we have created a SharePoint list based on Project details having columns such as Title, Project manager, Start Date, Delivery date.

power automate create planner task from SharePoint list
power automate create planner task from SharePoint list
  • Now we will create an automated flow that will create a planner task when an item is created in the SharePoint list.
  • On Power Automate, click on +Create > Automated cloud flow > Select the trigger ‘When a new item is created. Then configure the trigger with the Site address and the SharePoint list that will fetch the SharePoint list to the flow.
create planner task from SharePoint list Power Automate
create planner task from SharePoint list Power Automate

Next, we will add an action that will get the user Id. But in our case, we will get the Project Manager’s Email.

Click on +New step > Select the action Get user profile (V2). Here provide the ProjectManagerEmail as User(UPN) from the dynamic content.

Create Planner Tasks from New SharePoint List Item
Create Planner Tasks from New SharePoint List Item
  • In this final step, we will add an action that will create a task in the Microsoft planner.
  • Go to +New step > Create a task. Set the plan Id and the bucket id. Also, set the below parameters from the dynamic content such as Title, Start Date Time, Due Date Time.
Create tasks from SharePoint list in a Planner using Power Automate
Create tasks from SharePoint list in a Planner using Power Automate

Finally, Save the flow and select to test it manually. Let’s add an item to the specified SharePoint list.

Create a Planner task from SharePoint list using Automated flow
Create a Planner task from SharePoint list using Automated flow

Now we can see there is a task is created in the Planner automatically.

How to Convert SharePoint List Items to Planner Tasks Using Flow
How to Convert SharePoint List Items to Planner Tasks Using Flow

This is how to create SharePoint List Items to Planner Tasks Using Flow.

Power Automate create a task in microsoft planner attachment

In this example, we will see how to create a task in Microsoft Planner using attachments. For example, we have a project list in SharePoint based on the project’s name, start date, delivery date, and manager.

power automate create a task in microsoft planner attachment
power automate create a task in Microsoft planner attachment

Now we will create an automated flow that will create a planner task with attachments when a task is created in the SharePoint list. Also, it will notify the Managers once the task is created in the Planner. Let’s follow the steps to create the automated flow.

Step-1: Trigger the flow

On Power Automate, click on +Create > Automated cloud flow > select the trigger ‘When an item is created. Configure the trigger with the Site address and the List name to fetch the data from SharePoint.

power automate how to create a task in Microsoft planner attachment

power automate how to create a task in Microsoft planner attachment

Step-2: Get the attachments

Next, we will add an action that will get the attachments from the Sharepoint list using ID. Click on +New step > Get attachments. Provide the Site address, List name, Id.

create a task in Microsoft planner attachment using Power Automate
create a task in Microsoft planner attachment using Power Automate

Step-3: Create a task

Now, we will add an action that will create a task in the Planner. Also, provide the details such as Group Id, Plan Id, Title, Bucket ID, Start Date Time, End Date-Time, Assigned User Ids.

Add Attachments to Planner Task using Power Automate
Add Attachments to Planner Task using Power Automate

Step-4: Set a condition

Here, we will set a condition that will check whether the item has attachments or not. Click on +New step >Condition > set the value as below:

  • Set the value- Has Attachments from the dynamic content
  • Operator- is equal to
  • Set the compare value- true
Create Planner Task and Include Attachments From Sharepoint
Create Planner Task and Include Attachments From Sharepoint

If the item has attachments then it will move to the If-yes section.

Step-5: Update the task details

Now we will add an action that will update the task details in the Planner. In the if yes section, click on +add an action > update task details. Here we will provide the below parameters such as:

  • Task Id- Select ID from the dynamic content of the Create a task
  • Description– Give a description to the task or you can select it from the dynamic content
  • References Alias- Give a Alias name
  • References Resource link– Select AbsoluteURI from teh dynamic content.
Add Attachments to Microsoft Planner from SharePoint list
Add Attachments to Microsoft Planner from SharePoint list

Step-6: Send an email

In this final step, we will add an action that will notify the manager about the task. Click on +New step > Send an email (V2).

Power Automate how to add an Attachment to a task in Planner from SharePoint
Power Automate how to add an Attachment to a task in Planner from SharePoint

Now we will save the flow and test it manually. Let’s add an item to the SharePoint list with attachments.

Creating Planner Tasks from SharePoint list attachments using Automated Flows
Creating Planner Tasks from SharePoint list attachments using Automated Flows

We can see it will create a task in the Planner:

Add SharePoint Attachments to Planner Task using Power Automate
Add SharePoint Attachments to Planner Task using Power Automate

You can check the attachments by clicking on them. Also, we can see it will send an email to the mentioned manager:

Microsoft flow create a task in Microsoft planner attachment
Microsoft flow create a task in Microsoft planner attachment

This is how to create a task in Microsoft planner attachment.

Power Automate create a task in microsoft planner assign

In Microsoft Planner, we can assign a task with multiple users or a specific user. But there is a limitation that we can add 11 people assigned to a single task. Here we will see how to do this using Power Automate flow.

For example, there is a SharePoint list based on the project name, start date, delivery date, and manager’s email.

power automate create a task in Microsoft planner assign
power automate create a task in Microsoft planner assign
  • Let’s create an automated flow that will create a task using a single assignee or multiple assignees.
  • On Power Automate, click on +Create > Automated cloud flow > select the trigger ‘When an item is created. Configure the trigger with the SharePoint site address and the list name that will retrieve the data from SharePoint.
Assigning Multiple Users to a Task in Planner
Assigning Multiple Users to a Task in Planner

Next, we will add an action that will create a task once the item is created in the SharePoint list. Click on +New step > Create a task(Preview). Select the Group Id, Plan Id, Bucket Id and set the below parameters from the dynamic content such as Title, Start Date Time, Due Date Time, in the Assigned User Ids set the Managers email from the dynamic content.

power automate how to create a task in Microsoft planner assign
power automate how to create a task in Microsoft planner assign

Note- After selecting the Managers email (it allows multiple users in the SharePoint list), It will create an ‘apply to each loop. It will check and assign to each assignee.

Let’s save the flow and test it manually. Let’s insert a new item in the SharePoint list.

Assign Planner task to multiple users using MS Flow
Assign Planner task to multiple users using MS Flow

We can see it will create a planner with multiple assignees.

create a Planner tasks with assigner using Microsoft Power
create a Planner task with the assigner using Microsoft Power

This is how to create a Planner task with the assigner using Microsoft Power Automate flow.

Power Automate create a task in microsoft planner from teams

In Power Automate we can create a planner task from the Microsoft team. Here, we will see how to create a task in the Microsoft planner from the Microsoft team.

  • Let’s create an automated flow on Power Automate that will trigger when we select a message on the Microsoft team.
  • On Power Automate, go to +Create > Automated cloud flow > Select the trigger under team ‘For a selected message’. Click on create an adaptive card to create your new card.
power automate create a task in microsoft planner from teams
power automate create a task in Microsoft planner from teams

Here we have created a simple adaptive card like below:

Create a simple adaptive card on Power Automate
Create a simple adaptive card on Power Automate

Then click on Save card. It will appear in the trigger like this:

Automate your Planner tasks workflow using Microsoft team
Automate your Planner tasks workflow using Microsoft team

Next, we will add an action that will create a task in the Planner. Click on +New step > Create a task. Let’s set the below parameters:

  • Group Id– Set the Group Id
  • Plan Id– Set the Plan Id
  • Title– Set the Id from the dynamic content of the trigger
  • Bucket Id– Select the bucket id
  • Start Date Time– UtcNow()
Create a task in Planner from Microsoft team using FlowCreate a task in Planner from Microsoft team using Flow
Create a task in Planner from the Microsoft team using Flow

Let’s save the flow and we can see it will send a notification on the Microsoft Team.

Using Microsoft team to create a task in the Planner
Using Microsoft team to create a task in the Planner

Then select the more option, click on the option ‘Api connection & create‘.

power automate create a task in planner from Microsoft teams
Power Automate create a task in a planner from Microsoft teams

Then it will show an adaptive card where we can insert the task name and the details. Click on Submit.

How to create a task in Microsoft Planner from team using flow
How to create a task in Microsoft Planner from the team using flow

Now we can see it will create a task in the Planner.

Create a task in Planner from team using Power Automate
Create a task in Planner from the team using Power Automate

This is how to create a task in Microsoft planner from teams using flow.

Power Automate create a task in microsoft planner delete

In this example, we will see how to copy a task from one plan to another plan. Also, we will see how to delete the task from the planner once it is created.

Let’s create an automated flow that will trigger when a new task is created in the Planner. On Power Automate, click on +Create > Automated cloud flow > When a new task is created(Under the planner). Set a plan id.

power automate create a task in Microsoft planner delete
power automate create a task in Microsoft planner delete

Next, we will add an action that will copy the task from one plan to another by creating the task.

Click on +New step > Create a task. Here we will provide another Plan Id where we will store the created task as a new task i.e. we will copy and store the created task. Similarly, set the other parameters such as Title, Bucket ID, Start date-time, Due date-time, Assigned user Ids.

Microsoft flow create a task in microsoft planner copy
Microsoft flow create a task in Microsoft planner copy
  • Next, we will add an action that will delete the task from the source plan i.e. New Project plan.
  • Click on +Create > Delete task. Provide the TaskId as Value Id from the dynamic content of the trigger.
power automate create a task in planner and delete
power automate create a task in a planner and delete

Let’s save the flow. Test it manually. Then we will create a task in the source plan to trigger the flow.

Copy a planner task from one plan to another using flow
Copy a planner task from one plan to another using flow

We can see it will copy the task from one plan to another.

How to copy a task in the planner using Power Automate
How to copy a task in the planner using Power Automate

Also, we can see the task is deleted from the source plan.

How to delete the task using Power Automate
How to delete the task using Power Automate

This is how to copy and delete a task from the Planner using Power Automate.

Power Automate create a task in Microsoft planner recurring

Here, we will see how to create a recurring task in Microsoft planner using Power Automate. For this, we will create a scheduled cloud flow that will create a task in the Planner at a particular time interval.

On Power Automate, click on +Create > Scheduled cloud flow.

Power Automate scheduled cloud flow
Power Automate scheduled cloud flow

Next, give a name to the flow. Set the run time and repetition for the flow. Then click on Create.

power automate create a task in Microsoft planner recurring
power automate create a task in Microsoft planner recurring

The flow will run on Monday, Tuesday, Wednesday, Thursday, Friday every week. Next, we will add an action that will create a task in the Planner.

How to create Recurring tasks in Microsoft Planner
How to create Recurring tasks in Microsoft Planner

Select the action and provide the below parameters such as:

  • Group Id– Select the group to retrieve the plan.
  • Plan Id– Choose the plan for the new task
  • Title– Provide the name of the task
  • Bucket Id– Select the bucket to place the task in
  • Start Date time– Set the date time to start the task
  • Due date time– Set the date time to submit the task
  • Assigned users Ids– Set the assignee of the task.
Using Power automate to create recurring Tasks
Using Power automate to create recurring Tasks

Now let’s save the flow and select to test it manually. Click on the Run flow. We can see it will create a task in the Planner.

Note- It will run only scheduled days every week.

Recurring tasks in Microsoft Planner with Power Automate
Recurring tasks in Microsoft Planner with Power Automate

This is how to create recurring tasks in Microsoft Planner with Power Automate.

Power Automate create a task in microsoft planner selected file

In this example, we will see how to create a task in Microsoft Planner from a selected file in the SharePoint folder.

  • Let’s create an automated flow that will create a task when we select a file in the SharePoint folder.
  • On Power Automate, click on +Create > Instant cloud flow > Select the trigger ‘For a selected file‘. Provide the Site address and the Library name.
power automate create a task in Microsoft planner selected file
Power automate create a task in Microsoft planner selected file

Next, we will add an action to get the file properties from the Sharepoint library. Click on +New step > Get file properties.

Create a Microsoft planner task for a selected file in SharePoint
Create a Microsoft planner task for a selected file in SharePoint

Select the action and provide the Site Address, Library Name, Id (from the dynamic content).

Power Automate Create a Planner task for a selected file in SharePoint
Power Automate Create a Planner task for a selected file in SharePoint

After getting the file properties, we will add an action that will create a task in the Microsoft planner. Click on +New step > Create a task. Provide the below properties to activate the action:

  • Plan ID- Select the Plan Id
  • Title- Select Title from the dynamic content
  • Bucket Id- Select a bucket to store the task in
  • Start Date Time- Select created from the dynamic content
  • Due Date Time- Insert the below expression taht will add days to the start date.
addDays(body('Get_file_properties')?['Created'],10)
  • Assigned User Ids- Select created by Email from the dynamic content
Power Automate create a task in Microsoft Planner from a selected file
Power Automate create a task in Microsoft Planner from a selected file

Again, we will add another action to update the task details. Click on +Create > Update task details. Set the Task id and Description.

power automate create a task in Microsoft planner from selected file
Power Automate create a task in Microsoft planner from the selected file

Let’s save the flow. To test and run the flow, go to the specified document library. Select a file then go to more option > Power Automate > click on the flow that we have created now.

How to create a task from a selected file using Power Automate
How to create a task from a selected file using Power Automate

Click on that flow. Then we can see it will create a task in the specified Plan and bucket.

 create a task in Microsoft planner selected file using Power Automate
create a task in Microsoft planner selected file using Power Automate

This is how to create a task in Microsoft planner selected file using Power Automate.

Power Automate create a task in microsoft planner link

In the task Planner, we will see how to add a link in a task planner using Power Automate. We are going to create 2 flows that will create a task with links.

Example-1: Create a task to link a file.

  • In this example, we will see how to create a task in the planner by attaching a file via the link. Let’s create an instant cloud flow and trigger it manually. Add the inputs such as Text and two dates input.
  • Then add an action that will create a task in the planner and provide the dynamic contents to the parameters.
power automate create a task in Microsoft planner link
power automate create a task in Microsoft planner link
  • Next, we will add an action that will update the task in the planner. Click on +Create > update the task details. Set the task id and the description.
  • In the Reference Alias, provide a name or text to the alias and in the reference resource link, set a link of the file or item.
power automate create a task in Microsoft planner with link
power automate create a task in Microsoft planner with link

Let’s save the flow test it manually. It will ask to give a task title, start date, and due date. Then Run the flow.

power automate create a task in Microsoft planner using link
power automate create a task in Microsoft planner using the link

We can see it will create a task with the link in the planner:

power automate how to create a task in Microsoft planner link
power automate how to create a task in Microsoft planner link

This is how to create a task in Microsoft planner link Power automate.

Example-2: create a task in planner with link to item

Similarly, here we will create a task in the Planner using flow. That will trigger when an item is created in the SharePoint list.

SharePoint list example
SharePoint list example
  • On Power Automate, click on +Create > Automated cloud flow > Select the trigger ‘When an item is created. Then configure the trigger with the Site address and the list name.
  • Next, add the action to create the task in the Planner. Click on +New step > create a task. Set the parameters from the dynamic content.
Microsoft flow to create a task in Microsoft planner link
Microsoft flow to create a task in Microsoft planner link

Next, we’ll add action to update the task in the planner. Click on +Create > Update task details. Set the description as ‘Link to item‘ from the trigger.

How to create a task in Microsoft planner link using flow
How to create a task in Microsoft planner link using flow

Let’s save the flow and test it Manually. Then insert sample data in the Specified list.

create a planner task with link using Power Automate
create a planner task with a link using Power Automate

We can see there is a task created in the planner with a link:

Create a planner task with link Power Automate
Create a planner task with link Power Automate

This is how to create a planner task with a link using Power Automate.

Power Automate create a task in Microsoft planner check if

Here we will see how to create a task in Planner using if condition. For example, we have prepared a SharePoint list based on Tasks and team. When we will insert an item in that list, it will create a task and assign the user according to the condition.

The sample SharePoint list has columns such as Title, Teams(choices i.e. TeamA, TeamB).

Example of a simple SharePoint list
Example of a simple SharePoint list
  • Let’s create an automated flow that will trigger when an item is created and create a task in the Microsoft planner.
  • On Power Automate, Click on +Create > Automated cloud flow > Select the trigger ‘When an item is created. Configure the trigger with the site address and the List name to fetch with SharePoint.
Trigger the flow when an item is created in SharePoint list
Trigger the flow when an item is created in the SharePoint list
  • Next, we will add a condition control that will check if the ‘teams‘ is equal to ‘TeamA’ then it will create a task with a specified assignee.
  • Click on +New step > Click on Condition control. set the values and operator like below:
TeamsValue is equal to TeamA
power automate create a task in Microsoft planner check if
power automate create a task in Microsoft planner check if
  • If the condition matched then it will move to the If yes section and create a task in a specified group with a different assignee.
  • Similarly, if the condition did not match then it will move to the If no section and create a task in another specified group with a different assignee.
  • In both If yes & If no section > +Add an action > Create a task. Provide the Group Id, Plan Id, Title, Bucket Id, Dates, Assigned User IDs.
power automate create a task in microsoft planner using condition
power automate create a task in Microsoft planner using condition

Let’s save the flow and test it manually. Insert a data in the SharePoint list:

power automate how to create a task in microsoft planner check if
power automate how to create a task in Microsoft planner check if

We can see it will create a task in the specified group. For TeamB it is New Project Plan.

Flow to create a task in Microsoft planner check if
Flow to create a task in Microsoft planner check if

This is how to create a task in Microsoft planner check if using Power Automate.

Power Automate create a task in microsoft planner by title

In Power automate, we create a task in the Microsoft Planner using the action ‘create a task‘. In that action, there is a parameter ‘Title‘ that is used to give the title of the task. Here we can dynamically set the title using the dynamic content. Also, we can give a title manually.

Example-1: Set the Title dynamically in the Planner task

  • In this example, we will see how to create a task with the title that retrieve dynamically. Also, we will use an expression to concat the dynamic title with a string.
  • Hee we are going to use the Sharepoint list that we have created previously. Let’s create an automated flow that will trigger when an item is created in the SharePoint list.
Trigger the flow when an item is created in SharePoint list
Trigger the flow when an item is created in SharePoint list

Next, we will add the ‘Create a task’ action and in the title lets insert the below expression:

concat(triggerOutputs()?['body/Title'],' from TaskList')

It will concat the Title(from the dynamic content) with the specified string.

power automate create a task in microsoft planner by title
power automate create a task in microsoft planner by title

Lets save the flow and test it manually. Let’s insert an item in the Sharepoint list:

power automate how to create a task in microsoft planner by title
power automate how to create a task in microsoft planner by title

We can see the flow ran successfully and the title got merged:

create a task in Microsoft planner by title power automate
create a task in Microsoft planner by title power automate

Also, we can see the task is created with the new title:

How to create a task in Microsoft planner by title using power automate
How to create a task in Microsoft planner by title using power automate

This is how to create a task in Microsoft planner by title using Power Automate.

Example-2: Set the Title manually in the Planner task

Here we will see how to set the title manually in the Planner task using Power Automate.

  • Let’s create an instant button flow that will trigger it manually. Then click on +New step > Create a task to create a new task in the planner.
  • In that action, go to title parameter and give a title manually.
Microsoft flow create a task in Microsoft planner by title
Microsoft flow create a task in Microsoft planner by title

That’s it. Let’s savethe flow and test it manually. We can see a new task has been created in the mentioned group.

How to create a task in microsoft planner by title Microsoft flow
How to create a task in microsoft planner by title Microsoft flow

This is how to create a task in microsoft planner by title (manually) Microsoft flow.

Power Automate create a task in microsoft planner priority

In the Microsoft Planner task, there is a priority field available that indicates the priority of the task. Microsoft has added 4 types of properties for a task. These are:

  • Urgent
  • Medium
  • Important
  • Low
power automate create a task in Microsoft planner priority
power automate create a task in Microsoft planner priority

This is how to set priority in a task in the Microsoft Planner.

Power Automate create a task in microsoft planner progress

In Microsoft Planner, it allows us to set the work progress. By default, Microsoft provides us with 3 properties such as:

  • Not started
  • In progress
  • Completed
power automate create a task in Microsoft planner progress
Power automate create a task in Microsoft planner progress

This is how to set task progress in Microsoft Planner.

Also, you may like these below Power Automate Tutorials:

Conclusion

In this Power Automate tutorial, we learned what is Microsoft Planner, how to create a planner task using Microsoft Planner.

Also, we discussed how to create a planner task from an email, how to send an email when a Planner task is assigned to me, how to send an email when a planner task arrives due date in Power Automate.

Also, we covered these below topics:

  • How to send Teams notifications when a task completed in Planner using Power Automate?
  • How to send Teams notifications when a task is created in Planner?
  • How to send an email automatically when planner task is completed?
  • How to create a Microsoft Planner when send an email and then create task?
  • How to create a task in Planner when a file is created in SharePoint library using flow?
  • How to work with Microsoft Power Automate to Connect Forms and Planner?
  • How to Automatically Create Planner Task From Excel?
  • Power Automate create planner task with notes
  • Power Automate planner update task details
  • Power Automate create a task in microsoft planner show on card
  • Power Automate create a task in microsoft planner bucket id
  • Power Automate create planner task from sharepoint list
  • Power Automate create a task in microsoft planner attachment
  • Power Automate create a task in microsoft planner assign
  • Power Automate create a task in microsoft planner from teams
  • Power Automate create a task in Microsoft planner copy
  • Power Automate create a task in microsoft planner delete
  • Power Automate create a task in Microsoft planner recurring
  • Power Automate create a task in microsoft planner selected file
  • Power Automate create a task in microsoft planner link with examples
  • Power Automate create a task in Microsoft planner check if
  • Power Automate create a task in microsoft planner by title with examples
  • >