You can use Power Automate to create automated workflows for Project for the web. Project for the web is built on the Microsoft Power Platform, and its data is stored in CDS (Common Data Service). You can access Project data in Power Automate through the Common Data Service connector.
We have released two new Power Automate Flow templates for Project Managers and Team Members in the Flow Template Gallery to help you be more productive with Project for the web. You can also use these templates to explore how to build more Flows with Project for the web data.
New Templates
You can leverage templates today by clicking on the link to the template and clicking “Create Flow”.
- Send an email notification for tasks you assign to people in your projects – This template is designed for Project Managers. It will send a notification email to anyone you assign tasks to in projects that you’re the Project Manager of, so the assignees are reminded of their new task.
- Daily email reminder of late and upcoming tasks in Project – This template sends a daily email of all late and upcoming tasks due in the next 7 days that are assigned to you.
Additional Notes:
- By default, the Environment field in the Flows are set to “Current” in the Common Data Service actions. The environment that you are in must be “Default” since Project for the web runs in the default org. If you need to update the Environment you are currently in Flow for, you can click the “Environments” button in the top right corner of the ribbon, and select “Default”
- You will need an appropriate license to run flows in Power Automate. You can learn more about Power Automate licensing here.
Feedback
Your feedback is invaluable in helping us make future product decisions. Please continue to give us your input by using the “Feedback” button in the product or UserVoice for Project for the web. We read every submission we get and try to respond as needed. Be sure to provide an email address so we can reach out to you for further information!
If you have any questions about the new templates, building Flows with Power Automate and Project for the web data, or other template ideas, please let us know in the comments!
