Forum Discussion
How to create a new task in a specific plan from Outlook (from an email)
Hello,
I want to know if there is a way to easily create a new task IN A SPECIFIC PLAN from Outlook.
From the TODO menu I can create a case easily with drag'n'drop feature but this taks is created in my private plan.
So can I specify the plan ? Or, at least, from the MY TASKS menu of Planner, can I change the PLAN ? Currently, I got an the "EDITS TO THIS FIELD ARE RESTRICTED" message with a lock on it
Or is there another way to access a specific plan in Outlook in order to easily create followup task ? PowerAutomate ?
Many thanks for your help.
Fred, Planner Newbie
1 Reply
Hi Fred, as you found, you can't move the To Do tasks created from flagged e-mails. You could use Power Automate - and use Flagging as a trigger then create a task in a specific plan, by setting the Group Id and Plan Id in a Cloud Flow like below maybe? You could update the task to add more than just the subject if you needed to.
