This video is an absolute GEM! Thank you SO much! You just made a two day job take less than an hour. over 13,300 list items bulk imported to create over 13,300 tasks! INCREDIBLE!
I will create this PA flow to use as a template for whenever it makes sense to start planning in Excel then to move the tasks into planner for assigning and tracking progress. Great job.
do you know of a way to bring notes in as well? I attempted to add a column titled "Notes" with the information needed for each row but it wasn't pulled. Thank you for making this tutorial though, it has been the only one that has actually helped.
Power Automate expression for date formatting formateDateTime(Date,'dd-mm-yyy') Choose the format according to your environment. I have made anotehr video on dates which could help you, have a look ua-cam.com/video/GbqvyjwiX6c/v-deo.html
Great video, although a bit fast at times. Note that I exported my Tasks from MS Project into Excel and thus skipped the date format issue. Thanks a lot!
Great Video really helpful and works well! Like most of the other comments I have a question is there a way to import the priority and labels from the excel sheet into the planner? I found the format it is entered in by exporting the plan to excel but i cant seem to get the labels to be attached when running the flow? Any help if this is possible is amazing! I have filled all the relevant cells in on excel its just getting Planner to read the cells and automatically populate the information I am struggling with!
if(contains(item()?['Labels'],'LabelNameHere'), True, False) This was the formula that worked for it when importing from excel just ensure you name the column ‘Labels’ and then make sure labels match case sensitive as the ones you have put in planner 👍🏼
Hey there, thanks for your video, appreciated. I have a question though, I have projects in excel with many tasks, sub-tasks and sub-sub-tasks, is it possible to import the sub-tasks and sub-sub-tasks via Power Automate into Planner as well ? Appreciate your response.
Thanks for the video. Question is how can i separate the bucket assignment from the same excel sheet? Say tasks 1 to 10 are in one category so bucket 1 and 11 to 25 in a separate category. Can i automate it somehow?
Thanks for the video! Question: 1. Can we import an .xlsm (macro-enabled file)? If yes, how to do it? 2. Can we use a condition, e.g. if value in column Risk is "High", then we import column A & B as start & due date. Else, we import column C & D as start & due date. thank you!
Thanks, really good video but I'm confused as to why Planner and Tasks by Planner and To Do are 2 separate apps? Maybe put the question more straightforwardly, how do I import tasks into a Teams Channel? At the moment all I can do is post a link in my Teams Channel to Planner.
How can I combine to Titels. I have two columns in my spreadshee e.g. "Episode" and "4". How can I combine them that the title of the task is "Episode 4" in the end? THX
Hello sir, can you explain why I can only find "body/value" and not "value" by itself at 3:29 in the "Dynamic content" options in the "Apply to each" step where it asks "Select an output from previous steps"? I'd be most grateful if you could answer this question. Thank you!
@@KeaPointTechTips I am having the same issue as @konnen4518. I have re-watched your video minimum. Not able to find the "value" by itself. Please let me know if you have any idea why this might be happening
There is one hiccup I am running into. The date script formats it very nicely, except my dates are off by a day ahead. Example My Due date in my spreadsheet is July 31, but when it's imported to Planner it's showing up as July 30th. Do you know of a way I can update the script to account for the default midnight timestamp it's applying to the data?
This is due to the daylight saving time settings. You can use convertFromUtc to convert UTC time to Pacific time. convertFromUtc will automatically recognize time such as daylight saving time, so you don't need to add extra operations. Try this.
You have to have a bucket identifier in the source data, e.g. name. You should then be able to select the right bucket in the planner via adding additional logic in the power automate flow.
Hi, this logic is not implemented in this flow. I guess you can make a change in the flow to check if the same task title exists in the planner then ignore it.
For those of you who needed to change the date here is what he typed: if(empty(item()?['Start Date']),null,addDays('1899-12-30',int(item()?['Start Date']),'yyyy-mm-dd'))
I followed all of the steps, but when I tested the flow, it create over 100 buckets of what was listed in the Bucket ID. What did I do wrong and why does it do this?
'I get this error: The input body for trigger 'manual' of type 'Request' did not match its schema definition. Error details: 'Invalid type. Expected Integer but got String.'.
Can someone provide the expression for the due date and start date? I copied what i think I am seeing on the video but it says the start and due date expression is invalid. I am also experiencing that a few task are duplicating. Did anyone experience this?
@@KeaPointTechTips And also how can I migrate multiple tasks having multiple Columns (Buckets) on trello? Right now I can only migrate tasks in one bucket!
@@KeaPointTechTips Thank you for all this, but unfortunately I have one more Issue. I cannot migrate Attachments, Multiple assignee, Labels, descriptions etc. Please guide me about this.
@@KeaPointTechTips I have an excel sheet including the following information: Task title, Start date, Due date, Responsible Person. The first three information i can import to planner with your help, but not the last one. What i want is to assign a responsible person to each task and automatically tag tham. So i do not have to tag the people mannualy to their tasks. How do i do that?
This video is an absolute GEM! Thank you SO much! You just made a two day job take less than an hour. over 13,300 list items bulk imported to create over 13,300 tasks! INCREDIBLE!
Thank you. Glad to see that my channel video's are saving people time and making them more productive at work!
THANK YOU! Just imported over 300 tasks in a matter of minutes. You are a life saver
That is Fab! you are welcome.
Here's the due date script - if(empty(item()?['Due Date']},null,add0dDays('1899-12-30',int(item()?['Due Date']),'yyyy-MM-dd'))
Only video online that was short and sweet also very effective and to the point for creating this task! Thank you so much!!! Amazing job!
Glad it was helpful Lisa!
ps - you made my work so much easier - I managed to create 50 tasks with so much ease! This flow works like a charm.
Thank you Vanita, much appreciated!
Thank you so much ! This video is very helpful
I'm really glad to hear that you found the video helpful! Your support means a lot to me.
I will create this PA flow to use as a template for whenever it makes sense to start planning in Excel then to move the tasks into planner for assigning and tracking progress. Great job.
Thank you for making my day easier today!
You are so welcome!
Thank you - this was so easy and simple to follow - Highly appreciate your efforts in creating this video and making it so simple. Thank you again!
Thanks for the kind comments!
Thanks a lot for this detailed step-by-step video! It’s highly engaging! I’m going to try right now ;)
Thanks & Good luck!
Extremely helpful video, thanks for this. Is there also the possibility to import the "Description" or "Comments" field for a task?
Yes, you can. You need to use "Update Task Detail" planner action in power automate to import the description.
do you know of a way to bring notes in as well? I attempted to add a column titled "Notes" with the information needed for each row but it wasn't pulled. Thank you for making this tutorial though, it has been the only one that has actually helped.
I am not sure if you can pull notes data with power automate.
@dbfather ua-cam.com/video/Rn_-XRTnX2s/v-deo.html
This lady explains. I tried - it works. "How to Create & Update Planner Tasks from Excel (or Teams)"
Thank you so much. Very good instructions!
You're very welcome!
Nicely put. Very short and informative. Could you please share the formula to convert date ?? Would be really helpful.
Thanks.
Power Automate expression for date formatting formateDateTime(Date,'dd-mm-yyy')
Choose the format according to your environment. I have made anotehr video on dates which could help you, have a look
ua-cam.com/video/GbqvyjwiX6c/v-deo.html
if(empty(item()?['Due Date']),null,addDays('1899-12-30',int(item()?['Due Date']),'yyy-MM-dd'))
though I think it should be 1899-12-31
Great video, although a bit fast at times. Note that I exported my Tasks from MS Project into Excel and thus skipped the date format issue. Thanks a lot!
Thanks for your feedback Ryan, point noted.
Thank you that was really helpful to me. Very much appreciated
Glad it helped
Great Video really helpful and works well! Like most of the other comments I have a question is there a way to import the priority and labels from the excel sheet into the planner? I found the format it is entered in by exporting the plan to excel but i cant seem to get the labels to be attached when running the flow? Any help if this is possible is amazing!
I have filled all the relevant cells in on excel its just getting Planner to read the cells and automatically populate the information I am struggling with!
I am not sure if this can be achieved. I can not see any action in Power automate which does the same.
I figured it out in the end on how to do it by just trial and error with the formula but the priorities it was not possible for!
if(contains(item()?['Labels'],'LabelNameHere'), True, False)
This was the formula that worked for it when importing from excel just ensure you name the column ‘Labels’ and then make sure labels match case sensitive as the ones you have put in planner 👍🏼
Hi
Thanks for this video!
I have more people in my table - is it possible to relate this persons to several tasks?
Thanks for your reply!
This is great. For some reason it creates a due date but not a start date. Any ideas?
if(empty(item()?['Due Date']),null,addDays('1899-12-31',int(item()?['Due Date']),'yyy-MM-dd'))
Sorry, what is the question?
@@KeaPointTechTips we are getting errors when using the conversion step for the date
@@DNKENTERTAINMENT I am getting weird date number on the date after apply the formula. Date supposed to be 11/04/2021 but turns out to be 11/06/2143
Hey there, thanks for your video, appreciated. I have a question though, I have projects in excel with many tasks, sub-tasks and sub-sub-tasks, is it possible to import the sub-tasks and sub-sub-tasks via Power Automate into Planner as well ?
Appreciate your response.
I don't think so. This can be done via azure API though.
Fantastic tutorial. When I type "list ex" as you have done at 2:39, I do not have Excel Online or any Excel) in the options. How to add it?
Are you referring to the Power automate action you can not see?
Thank you so much
Best explanation
Thank you
Thanks for the video. Question is how can i separate the bucket assignment from the same excel sheet? Say tasks 1 to 10 are in one category so bucket 1 and 11 to 25 in a separate category. Can i automate it somehow?
Added a different table in the same excel made me achieve the desired results
I think you can assign bucket using power automate. never tried it myself though.
Look through other PA videos where Bucket ID is used. Definitely, higher Flow skills. eg #MsExcel
Thanks for the video! Question:
1. Can we import an .xlsm (macro-enabled file)? If yes, how to do it?
2. Can we use a condition, e.g. if value in column Risk is "High", then we import column A & B as start & due date. Else, we import column C & D as start & due date.
thank you!
Micro enabled files not allowed in SharePoint. Never tried it with power automate. Yes you can use condition.
Thanks! Very useful!🎉
Very simple and useful
Thanks a lot
It would be nice if you put the formula in the video description in the text format to copy paste
Thanks. Good suggestion, but the description box does not support some special characters.
Thanks for the tip for the date
No problem 👍
Hi, can you teach how to export and update bucket and task from planner to excel?
I have made a video on how to export planner data into excel. You can check it here ua-cam.com/video/FeZDQW1BXX4/v-deo.html
Hi, any chance that this process also can work with Project? Or any tutorial on how to do it ? Thanks !
No, this won't work with MS Project.
Thanks, really good video but I'm confused as to why Planner and Tasks by Planner and To Do are 2 separate apps? Maybe put the question more straightforwardly, how do I import tasks into a Teams Channel? At the moment all I can do is post a link in my Teams Channel to Planner.
To DO are your list of work defined by you. Planner are the tasks assigned to you.
Hi nice explanation, thank you so much. But still getting error as The expression is invalid. Used your date format formula. Can you please help??
Can you please share your formula?
Can you please add the formulas here in text format to copy+paste?
Sorry, teh video was done over a year ago. You should be able to follow the instructions on screen and re create teh formula.
Thank you so much
You're most welcome
How can I combine to Titels. I have two columns in my spreadshee e.g. "Episode" and "4". How can I combine them that the title of the task is "Episode 4" in the end? THX
Map columns in power automate flow under one column. You can select multiple column while doing mapping.
Hello sir, can you explain why I can only find "body/value" and not "value" by itself at 3:29 in the "Dynamic content" options in the "Apply to each" step where it asks "Select an output from previous steps"? I'd be most grateful if you could answer this question. Thank you!
Are you sure that the previous action is configured properly?
@@KeaPointTechTips I am having the same issue as @konnen4518. I have re-watched your video minimum. Not able to find the "value" by itself. Please let me know if you have any idea why this might be happening
i found the issue, seems to be fixed when turning off "New designer" mode on the top right of the flow editing site
Hi, I am quite simply unable to find the 'Instant Cloud Flow' option, any ideas please?
There is one hiccup I am running into. The date script formats it very nicely, except my dates are off by a day ahead. Example My Due date in my spreadsheet is July 31, but when it's imported to Planner it's showing up as July 30th. Do you know of a way I can update the script to account for the default midnight timestamp it's applying to the data?
This is due to the daylight saving time settings.
You can use convertFromUtc to convert UTC time to Pacific time.
convertFromUtc will automatically recognize time such as daylight saving time, so you don't need to add extra operations. Try this.
@@KeaPointTechTips Thank you for your help. I'm not sure where to input that. I'm still learning MS Suite's resources outside of the basics.
if i have two bucket how can use both ?
You have to have a bucket identifier in the source data, e.g. name. You should then be able to select the right bucket in the planner via adding additional logic in the power automate flow.
How does the flow know not to duplicate tasks it has already created?
Hi, this logic is not implemented in this flow. I guess you can make a change in the flow to check if the same task title exists in the planner then ignore it.
For those of you who needed to change the date here is what he typed: if(empty(item()?['Start Date']),null,addDays('1899-12-30',int(item()?['Start Date']),'yyyy-mm-dd'))
Thanks for the input.
I followed all of the steps, but when I tested the flow, it create over 100 buckets of what was listed in the Bucket ID. What did I do wrong and why does it do this?
I think the bucket creation process is in a loop. Please remove the loop.
'I get this error: The input body for trigger 'manual' of type 'Request' did not match its schema definition. Error details: 'Invalid type. Expected Integer but got String.'.
Can someone provide the expression for the due date and start date? I copied what i think I am seeing on the video but it says the start and due date expression is invalid. I am also experiencing that a few task are duplicating. Did anyone experience this?
Hi, tried to key in the codes but it only reflects start date and not due date ? may i know how to solve this issue
Sorry, which codes?
@@KeaPointTechTips Hi the codes for start and due date, apparently it only indicate start date and not due date
Hi guys, I'm stuck in (List rows present in a table > File > Excel Online) system is showing folders which I have added in OneDrive. Please guide me
You need to create an excel file with table to achieve this. The file can sit on any SharePoint site of in one drive folder.
@@KeaPointTechTips And also how can I migrate multiple tasks having multiple Columns (Buckets) on trello? Right now I can only migrate tasks in one bucket!
@@KeaPointTechTips There are some tasks on Trello which has character length greater than 255 (Planner Length). How to overcome this?
You can add long title in the planner task detail section.
@@KeaPointTechTips Thank you for all this, but unfortunately I have one more Issue. I cannot migrate Attachments, Multiple assignee, Labels, descriptions etc. Please guide me about this.
Pls ask Microsoft to fix this date thing
I have already raised it with Microsoft, hopefully they will do a fix soon.
1. Disable New Designer. 2. if(empty(item()?['Start Date']),null,addDays('1899-12-30',int(item()?['Start Date']),'yyyy-MM-dd'))
if(empty(item()?['Due Date']),null,addDays('1899-12-30',int(item()?['Due Date']),'yyyy-MM-dd'))
i followed each step, but it just does not work for me. someone an expert here who could help me out?
Sorry to hear, can you explain which step is causing a problem for you? Are you getting any error?
@@KeaPointTechTips I have an excel sheet including the following information:
Task title, Start date, Due date, Responsible Person.
The first three information i can import to planner with your help, but not the last one.
What i want is to assign a responsible person to each task and automatically tag tham.
So i do not have to tag the people mannualy to their tasks.
How do i do that?
Make sure that you pass email address from excel file to the assigned To ID task column