Forum Discussion
RobOK
Oct 06, 2022Bronze Contributor
Repeatable Checklist Capability
We are looking for repeatable, template driven Checklists in Teams and Planner. So for example, New Employee onboarding might have 30 items assigned to 5 different people. A new Project startup ...
Oct 06, 2022
Hi RobOK - we use a Power Automate flow for employee onboarding/offboarding as well as kicking off a new project. We fill out a form (List) and when it's submitted, it creates all the tasks, based on conditions such as 1099 versus full-time employee, in an existing planner and assigns owners and due dates.
RobOK
Oct 06, 2022Bronze Contributor
Thanks, we were thinking about something like that. Where is the template list of tasks, just more or less hard coded into the Power Automate?
- Oct 12, 2022We do have all the tasks/conditions hard coded into the flow. If we ever need to rebuild, I'd prefer having a look up list for the flow to cycle through to make it easier for folks to see/update the logic without digging through a flow.