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HamidBee's avatar
HamidBee
Brass Contributor
Jan 16, 2024

Setting Up Email Notifications in Microsoft Planner with Power Automate

Hi All,

 

I'm currently using Microsoft Planner at work for task management. However, I've encountered an issue where my manager does not receive an email notification when I complete a task. I was wondering if it's possible to set up such notifications using Power Automate. Specifically, I'm looking to automate a process where an email is sent to my manager immediately after I complete a task in Planner. Does anyone have experience with setting up this kind of workflow in Power Automate? Any guidance or steps on how to achieve this would be greatly appreciated.

 

Thanks in advance for your help!

3 Replies

  • SeeMun's avatar
    SeeMun
    Copper Contributor

    Hi there,

    I'm also doing something similar here, but for a group of planners all under the same 'Group ID'. Instead of setting up individual flow for each planner, can I do it as a single flow for the whole batch of planners?

    THank you.

    best wishes,

    SMW

  • LeonPavesic's avatar
    LeonPavesic
    Silver Contributor

    Hi HamidBee,

    you can do that by following these steps:

    1. Create a new flow:
      Go to Power Automate, select "Create," and choose "Automated cloud flow." Title your flow, like "Send email when Planner task completed."

    2. Choose your flow’s trigger:
      Select "Planner: When a task is completed" as the trigger for your flow.

    3. Select the Group and Plan:
      Specify the Group and Plan for which you’re creating the flow.

    4. Add a new step:
      Click "New step" to add an action to your flow.

    5. Send an email notification:
      Add a condition between 'When a Task is completed' and 'Send an email notification.' This condition can be based on specific criteria, such as sending an email when a Planner task of a certain category is marked as completed.

    For more information you can check this link:
    natechamberlain.com


    Please click Mark as Best Response & Like if my post helped you to solve your issue.
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    Kindest regards,


    Leon Pavesic
    (LinkedIn)

    • busp1285's avatar
      busp1285
      Copper Contributor

      LeonPavesic you didn't include the customization required to send to the manager of the assignee.

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