Forum Discussion
Creating Tasks from Teams Channel Posts
- Feb 10, 2023
If the Team has had the Tasks app added to it, I would think you would see this as I do. Using the ... menu from the post there is more actions and it includes Create a Task.
I think the create a new action will take you to Power Automate when you could create a custom flow to create the task that way too.
This is really helpful!! I seem to only be able to get that option in a general channel. Any idea why other channels in a Team don't display this?
I have one team where my view in the general channel looks just like yours. Then the next channel down from the general channel (within the same Team) looks like this:
Could the channel where you do NOT see it be a private channel?
In one of my Teams I have 9 channels. 8 public ones show the option. The 9th one is private and does NOT show the option.
- JakeP870Feb 10, 2023Copper Contributor
Yes, you hit the nail on the head. The channels where I don't have the option to create a task are indeed all private channels.
It sounds like if I want this functionality then perhaps I need to create a separate Team instead of a private channel within a Team.
Unless there's a work-around then I might just be stuck here. I don't think I'll be able to convince everyone on this Team to change their workflow just because I want the Task functionality. Just the same, this was really insightful and helped narrow down the issue at least.
- DanEngelsmeierFeb 10, 2023Brass ContributorI'm not seeing a useful workaround. Private channels and the restriction of apps that can run in them are a roadblock I would like to someday see removed.
While you can't add a tasks app tab at the top of a private channel, you can add a Power Automate tab. So, Power Automate would be able to interact with the private channel. I checked the Power Automate Teams trigger "When a new channel message is added" and it CAN see private channels. Though I'm sure this is contingent on the user account used to create the flow being a member of the private channel.
If the channel posts are used solely for the handing out of these assignments and no other topics, you could use the above-mentioned trigger to automatically run when the supervisor posts. Barring that, you can build a flow that watches channel posts for a keyword. Say the supervisor starts each assignment post with "TODO".
You may even be able to extract @mentions to turn those into who the task is assigned to and even possibly extract a date typed in the post as the due date.- JakeP870Feb 10, 2023Copper ContributorI'm going to try this out!
My jaw almost hit the floor when I tried adding the Power Automate tab as you suggested and it just... worked! I haven't used Power Automate like this before but I'm positive that I can create something workable here. I can't thank you enough for this solution. This isn't the solution I was looking for when I posted here, but I think I've arrived pretty close to where I want to be thanks to your guidance. I really appreciate you taking the time!