Forum Discussion
Send an email reminder when a task in Project for the Web is approaching its due date
Hello.
I have a Project integrated in Teams (created with Project for the Web) which contains various tasks for various team members.
I am trying to find a way (e.g. power automate flow) to automatically send a reminder to both myself and to the person assigned a specific task when the task due date is X days before its expiration. The X parameter could be set as a customized column in the plan grid. Is that possible? Or at least to send a reminder when a task is expiring without specificing how many days before? The planner sends such reminders, but I don't want to duplicate the tasks in both the Project tab and the planner tab.
Finally, also there is no available flow to send an email to the assigned person when a new task is created to the Project (and not the Planner) or at least I can't find it. Any suggestions?
Many thanks in advance.
Hello Gkoukakis ,
Users can get email notifications when they are assigned a Task: https://pwmather.wordpress.com/2021/04/12/projectfortheweb-and-raodmap-email-notifications-now-live-workmanagement-projectmanagement-email-notifications-microsoft365/
You could also look at the existing Power Automate flow templates: https://techcommunity.microsoft.com/t5/project-blog/new-flow-templates-for-project-for-the-web/ba-p/1384140
Unfortunately custom columns are not accessible in Dataverse so could not be used in Power Automate etc.
Paul
DearPaul_Mather ,
Thanks for the quick reply. I am aware of the notification setting, but this is possible (I think) only for those users that have a Project for the Web License. In my setup only the Project Manager has such a License and the rest of the team will see the project plan & tasks via Teams.
The Power Automate flow seems promissing, but I am trying to figure out the following:
Environment: Here I can two options: a) the company organization, b) one of the projects I have in teams integrating Project for the web tab
Table name: When I choose the company organization, I get values (e.g. Resource Assignments). But when I choose the project environment no values are retrieved
I guess a general question is the following: When I create a new Project for the Web, where are the values stored in the Dataverse? Under which tables?
Many thanks in advance for your help
Hello Gkoukakis ,
You can find the correct Dataverse environment following this guide (Power BI for Project for the web): https://support.microsoft.com/en-us/office/use-power-bi-desktop-to-connect-with-your-project-data-df4ccca1-68e9-418c-9d0f-022ac05249a2
Once you have the correct environment and the correct access / permissions, you should see the tables / data.
Paul
