Power Automate has 2x action called ‘Create a task’, one of them with (Preview) in the name. Once you have the array with rows (tasks), you can loop through all of them and create a Planner task for each. The output of this action will be an array with all rows = all tasks and their data. In the example below the Excel file is stored in OneDrive, the file is called Book.xlsx and the table TableByPA. While it shows the file name, on the background it needs the file identifier and it’s easier if you select the file from the choices. Use the buttons to select the file and the table, don’t try to type it. As already mentioned, all the data for each task must be on a single row – if you get all rows, you get all tasks.Īdd the ‘List rows present in a table’ action to your flow and select the file location, name and the table with tasks. The first step in the flow should be to list all the rows in the Excel file. Start from the ‘Instant cloud flow’ with manual trigger. Since this article is about the initial tasks import, the flow will be started manually. The flow in this post will import an Excel file as shown below with the 5 columns table. Start and Due date must be Date only, without time.Assigned To user should be user email address.Depending on the data you want to import, some columns should have a specific format: The Excel file must be stored in SharePoint or OneDrive.Īnd a few optional prerequisites.All the tasks and their data must be in a table, one row per task.Prepare the Excel fileīefore you start with the flow, you must prepare the Excel file with tasks. You can build a Power Automate flow for the tasks import from Excel to Planner. While there’re some 3rd party solutions to do that, it’s not necessary to use one. Maybe you already use an Excel file to track the tasks and you’d like to import them into Planner. If you decide to use Microsoft Planner for a light project management, maybe you don’t want to start from scratch. If you work with wiki pages and would like to add images, it makes sense to upload these directly to the wiki page.“I’ve got 100s of tasks in an Excel file that I’d like to import into Planner, is that possible with Power Automate?” You can activate this within a project by navigating to "Project settings", selecting the "Modules" tab and checking "Documents". how to manage the document ,the better way is to use wiki?Īpart from directly uploading documents to work packages, you can use the separate "Documents" module. Typically, the accountable does not change, while the assignee changes quite often - depending on who is currently working on the task.ĥ. a project member currently working on a task. the project manager, while the assignee can be e.g. The assignee is the person (or group) who is working on a work package, while the accountable is the person responsible for the completion. what is the difference for assignee and accountable? You can filter based on the category, but you can also group by it and add it as a column to the work package page.Ĥ. If you specified an assignee in the category creation, that assignee will be set automatically. You can use the "Category" to categorize work packages and also to automatically assign a user to a work package when you create a new task and select the category (without setting an Assignee). how to use the item of "category"? only for the filter using? Just above the "Last activity" section you will see the uploaded files.ģ. Simply open a work package and scroll down. The documents uploaded to a task are shown in the "Files" section directly on the "Overview" tab. from where to get the document that has uploaded int the task? This will show you all completed work packages.Ģ. On the work package page, expand the filter section and filter for "Status: closed". from where to see the task that has closed? There exists already a feature request for this: #26448. You would define a baseline or specify a timeframe you want to compare to the current schedule and see the differences. We are evaluating a planning comparison which would show you the differences make to a project schedule.
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