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Creating Tasks from Teams Channel Posts
Hello, I've installed the "Tasks by Planner" app in Teams and I can now add tasks for myself from chats. Is there any way to add Tasks from channel posts? My supervisor prefers to hand down s...
If the Team has had the Tasks app added to it, I would think you would see this as I do. Using the ... menu from the post there is more actions and it includes Create a Task.
I think the create a new action will take you to Power Automate when you could create a custom flow to create the task that way too.
I'm not seeing a useful workaround. Private channels and the restriction of apps that can run in them are a roadblock I would like to someday see removed.
While you can't add a tasks app tab at the top of a private channel, you can add a Power Automate tab. So, Power Automate would be able to interact with the private channel. I checked the Power Automate Teams trigger "When a new channel message is added" and it CAN see private channels. Though I'm sure this is contingent on the user account used to create the flow being a member of the private channel.
If the channel posts are used solely for the handing out of these assignments and no other topics, you could use the above-mentioned trigger to automatically run when the supervisor posts. Barring that, you can build a flow that watches channel posts for a keyword. Say the supervisor starts each assignment post with "TODO".
You may even be able to extract @mentions to turn those into who the task is assigned to and even possibly extract a date typed in the post as the due date.
While you can't add a tasks app tab at the top of a private channel, you can add a Power Automate tab. So, Power Automate would be able to interact with the private channel. I checked the Power Automate Teams trigger "When a new channel message is added" and it CAN see private channels. Though I'm sure this is contingent on the user account used to create the flow being a member of the private channel.
If the channel posts are used solely for the handing out of these assignments and no other topics, you could use the above-mentioned trigger to automatically run when the supervisor posts. Barring that, you can build a flow that watches channel posts for a keyword. Say the supervisor starts each assignment post with "TODO".
You may even be able to extract @mentions to turn those into who the task is assigned to and even possibly extract a date typed in the post as the due date.
I'm going to try this out!
My jaw almost hit the floor when I tried adding the Power Automate tab as you suggested and it just... worked! I haven't used Power Automate like this before but I'm positive that I can create something workable here. I can't thank you enough for this solution. This isn't the solution I was looking for when I posted here, but I think I've arrived pretty close to where I want to be thanks to your guidance. I really appreciate you taking the time!
My jaw almost hit the floor when I tried adding the Power Automate tab as you suggested and it just... worked! I haven't used Power Automate like this before but I'm positive that I can create something workable here. I can't thank you enough for this solution. This isn't the solution I was looking for when I posted here, but I think I've arrived pretty close to where I want to be thanks to your guidance. I really appreciate you taking the time!
- To be clear, the Power Automate tab is not needed for any of this to work. It's simply a way to manifest a place where you can work on flows within the Teams application.