Project Online: Adding tasks where you want them with Power Automate

Published Feb 03 2020 10:46 AM 3,875 Views
Frequent Contributor

This is a guest post from Daniel Partridge - who answered an internal enquiry at Microsoft, for a colleague who needed to add a task under a summary using Power Automate (Flow).  Great timing as Daniel was also looking at the same challenge.

In Daniel's words and pictures:

 

In order to accomplish this, I used the “Send and HTTP Request to SharePoint” action in my Power Automate flow, and the end result appears in the schedule as shown in this image:

 

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The flow process would be as follows (*IMPORTANT: The REST API to use for this would be ProjectServer vs. ProjectData in the URL).  ProjectData is used for reporting - OData.

 

  • Get the Project Id (GUID)
  • Get the Id (GUID) of the Summary task
  • Checkout Project - Power Automate Project Online Action
  • Send HTTP Request to SharePoint - Power Automate SharePoint Action

HTTP POST: _api/ /Draft/Update()/Projects('ProjectGUID')/Draft/Tasks/Add()

 

Header JSON

{

  "Accept": "application/json;odata=nometadata",

  "Content-Type": "application/json"

}

 

Body JSON

{

   "parameters":

   {

      "Name": "task title",

      "Notes": "task notes",

      "Duration": "2d",

      "ParentId": "summaryTaskGUID"

   }

}

 

  • Send HTTP Request to SharePoint - Power Automate SharePoint Action

HTTP POST: _api/ProjectServer/Projects('ProjectGUID')/Draft/Update()

 

Header JSON

{

  "Accept": "application/json;odata=nometadata",

  "Content-Type": "application/json"

}

 

Body JSON

Leave blank

 

  • Check-in and publish Project - Power Automate Project Online Action

The images below show an example using the Power Automate Project Online Action for “Creates new task” which is unnecessary if you are using the Project Summary task or some other task that already exists to link to as the parent task:

 

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Thanks Daniel for sharing, and I hope this helps other people using Power Automate and Project Online to get their tasks flowing into their projects just where they want them!  

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