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davidrhoads's avatar
davidrhoads
Copper Contributor
Oct 07, 2024

Automated task creation in Premium plan

Hi,

 

I'm wondering if it's possible to automatically create a Planner Premium task from a Teams post. I've spent a day trying to bottom this out, and I've had no luck. I tried using PowerAutomate with the Dataverse connector, but it seems like adding a new row to the Project Tasks table in Dataverse is not a supported way to create new tasks. If this is supported, is there documentation on how to do this?

 

This is a very simple process in Basic plans - doesn't make sense that it's so hard to do this in a product I'm paying for!

  • Since the Premium plans are essentially what used to be called Project for the Web projects, I assume that they would need to be updated via the Project Schedule APIs. This means that the updates have to go through the Project Scheduling Service (PSS), not directly via Dataverse table actions. It involves creating an Operation Set, which is then passed to the PSS that's responsible for maintaining transactional consistency.

    You can find a very detailed description from this blog post by Antti Pajunen: Project Operations and Project for the web: Schedule API guide for Power Automate users.

    Now, for a more simple step-by-step process, this blog post by Leoza Kabir Barker looks like it would cover your needs for task creation in Microsoft Planner Premium plans: Power Automate: Create Project Tasks directly into Project for the Web.

    UPDATE: I just tested this in my own tenant and it seems to work just fine. Here's a screenshot of the flow I created, using the above mentioned blog post as guidance.

     

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