Forum Discussion

ash7v's avatar
ash7v
Copper Contributor
Mar 27, 2019

Send Email to Create a Planner task

Hi,  We're new to Flow but would like to know if it's possible to send an email to a certain address that will create this as a task in Planner? We would like to CC the person who we want this assig...
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SanthoshB1's avatar
SanthoshB1
Bronze Contributor
Mar 28, 2019

ash7v Yes, this is possible using flow. See the below screenshots which helps you on this. Try and let me know if you need more help. 

ash7v's avatar
ash7v
Copper Contributor
Mar 28, 2019

Hi SanthoshB1

Thanks for your response!

 

I am getting an error when testing the flow. but I think it's something simple that's causing it.

If you could help that would be appreciated.

Thanks

Ash 

  • SanthoshB1's avatar
    SanthoshB1
    Bronze Contributor
    Mar 28, 2019

    ash7v You have used the plan name as in my sample screenshot and this causes the error. Replace that with the correct plan id. YOu can find the plan id from Planner web portal as in below screenshot. 

    • ash7v's avatar
      ash7v
      Copper Contributor
      Apr 01, 2019

      SanthoshB1 I have changed this to the correct planner name. The flow is working correctly however I cannot get it to work for our emails and to actually create a task.

      Do you have any ideas?

      • mbowgren's avatar
        mbowgren
        Brass Contributor
        Feb 17, 2023

        ash7v - For the purpose of the community, the answer you were provided is to send an email when a planner task is created, not what you asked to do, which is to create a task in planner by sending an email.

         

        You can accomplish this for an individual by using "Sent Items" folder with the Power Automate "When a new email arrives" trigger. You have to set the criteria so only the right emails turn into tasks, but that's a decision you'll have to make (importance, flagged, keywords in subject, copied a certain address, etc.)

         

         

        Or for a group of people you could setup a dedicated "send to planner" email address or use the Office 365 Groups Mail triggers to create a task when a Group email box receives a new message.

         

        You'll have to figure out how you want to assign tasks based on an email as there are lots of different ways to do it, either by using the CC field, parsing data in the body of the email in a standard format, using the sender address, etc.

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