Forum Discussion
Planner Plan Backup Resolved
Just wrapped up an excellent nightly backup solution for your Plans! This Power Automate system captures your entire Microsoft Planner Plan, including checklist items, assigned names, dates, labels, and priorities, and generates a dated backup Excel file in SharePoint. Saying goodbye to worries about accidentally deleted tasks or plans
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Additionally, I'm nearly finished with a backup import trigger that will generate a new Planner Plan with any of this nightly generated back up files as needed. I'm also exploring the option of incorporating comments into the backup file soon. Certainly know a way to make it happen!
This automation is part of a larger course/solution package I'm developing. Other upcoming features include automatic assignment of unique project codes (you can catch a glimpse of it in the title column), auto-assignment of staff based on labels (for instance, if your yellow label is labeled Marketing, it automatically assigns everyone in marketing when used), working comment notifications and more.
I'm eager to hear your thoughts on this backup solution, and if enough people want it just @mention me in the comments below. Suggestions also always welcome!
28 Replies
- BonnieHCopper ContributorCan you provide details on how to do this? Sorry I am not as technical as most around here. Thanks so much
- MatthewJamesDavisIron Contributor
Sorry for the delay Bonnie, this was a big one so i've simple provided the zip file to pull it straight into your Power Automate. You just need to update what Plan it's looking at, the location you want the file and a few other obvious bits. I've just posted the file as a reply to my original post :).
- BonnieHCopper Contributor
- MatthewJamesDavisIron ContributorThanks for the reply, give me till middle of next week and i'll write up a step by step process on how to do this yourself.