Forum Discussion
Send an email reminder when a task in Project for the Web is approaching its due date
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
Paul_Matherthank you once more for your fast reply and help. I have gone through the two available template flows and I guess that I have to improvise and take parts from both and create a new flow. Because what I want is to create a flow that sends a weekly reminder for the delayed/next month upcoming tasks to both the assignee and the Project Manager (and not only to myself).
Hello Gkoukakis ,
Those two examples will hopefully give you enough to be able to build your own Power Automate flow.
Paul
- Many thanks for all the kind help. Appreciated. I have started playing around with the alterations and slowly I will find a way. My first try ended up sending all the "test" tasks to all the company emails (I guess something wrong in the loop). Is there any way to test those flows in a test environment and avoid such issues? As I said in my initial email I want to build a flow that:
1. Runs once every week
2. Checks all the projects for all the tasks that are due in the next month
3. Check all the projects for all the tasks that are already late
4. Collects the respective assignees
5. Sends an email to each of the assignees with his due and late tasks
6. The same email goes to the Project Manager
Hence I am struggling to create a loop that can separate the above information per assignee and send the respective email.
I don't know if there are other internet sources where you can find customized templates that could probably address the above or if I have to use a service provider to do that (in case my tests fail).