Gary
My feedback
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489 votesGary
supported this idea
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81 votes
Hi everyone!
I’d like to better understand the ask for creating plans from Microsoft Flow. What scenarios/flows would you create with this action?
Thank you!
An error occurred while saving the comment An error occurred while saving the comment Gary
commented
Currently many clients use SharePoint task lists to do basic light project management - this is not preferable given that Microsoft will likely not be modernizing this list template anytime soon or maybe not at all. It would be great to enable Power Automate to create and/or copy Plans instead of making users have to manually create plans which is not practical in most cases. Please work to get this functionality across the finish line so we can help our clients move forward.
Gary
supported this idea
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131 votesGary
supported this idea
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904 votes
Hi everyone,
We have updated our Copy Plan experience – please try it out today!
This improvement includes the ability to choose an existing group or team to copy the plan into (or choose to create a new group). You’ll also be able to customize what gets copied over. Attachments can only be copied over into existing groups/teams.
You can get more details here – https://techcommunity.microsoft.com/t5/planner-blog/expanding-the-copy-plan-and-filtering-features-based-on-your/ba-p/1483491
An error occurred while saving the comment Gary
commented
Is it possible to include 'Assigned To' as an option to copy over.
Gary
supported this idea
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3,159 votesGary
supported this idea
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7,803 votes
Thanks for your feedback!
We’d like to add custom columns to Planner, but don’t have anything planned at this time. We’re working on three big initiatives that are landing later this year (stay tuned!) and will likely start work on recurring tasks soon after.
Please continue to vote as we utilize UserVoice heavily to order our product backlog and will adjust regularly if things change!
Thanks again for your patience and feedback,
The Planner TeamGary
supported this idea
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232 votesGary
supported this idea
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Here is a scenario. Client would like to track metadata on a project using a list but also want a corresponding Planner plan to manage tasks. A Power Automate flow would be great to tie list and plan together.