Forum Discussion

Iron Contributor

Dec 31, 2021

Solved

How Create OL Task from Teams File

Within a Teams team channel, I can create an Outlook Task from a chat post or reply. I would click the 'more' menu--the ellipsis--and then click 'more actions' and then click 'create task.' Works fin...

How-to

microsoft teams

ChrisHoardMVP
Dec 31, 2021
JosephNierenberg

No problem here we go

Output

SharePoint Trigger, Outlook action

This should 100% solve it. Have a great new year.

Best, Chris

ChrisHoardMVP

MVP

Dec 31, 2021

JosephNierenberg

Done, just tested.

1.) Create the Plan in the Team with the correct buckets (E.g., review)

2.) Copy this flow. SharePoint trigger, Planner action

3.) Upload a file into the File Tab in Teams

4.) Outcome: Task is in Planner in Teams with the correct name

There isn't a native way to do this, so I have raised a feedback for you here

Create a task from a File · Community (microsoft.com)

An alternative to using tasks in this flow, is using an Approvals action. Will also work.

Hope that answers your question

Best, Chris

JosephNierenberg

Iron Contributor

Dec 31, 2021

Thank you, Christopher. If we were using Planner, that would probably work well, and we should probably be using Planner. But we're not using it for this particular project; I will next time. So for this one, the end result I'm looking for is an Outlook Task. (If you go into a channel post and click the 'more actions' option, you'll see a 'create task' button that does for posts what I'm trying to do for files.)

ChrisHoardMVP
MVP
Dec 31, 2021
JosephNierenberg

No problem here we go

Output

SharePoint Trigger, Outlook action

This should 100% solve it. Have a great new year.

Best, Chris
- JosephNierenberg
  Iron Contributor
  Jan 13, 2022
  Christopher Thank you! Sorry not to have gotten around to this until right now. I had the wrong trigger. This works great.