This video creates a Power Automate flow to extract all of the Microsoft Planner (basic, not premium) tasks and details and outputs them into a file stored in SharePoint. This includes assignee name and profile, task description, status, buckets, subtasks, and the colored flags/tags. We can connect to the data using Power BI to put it in a table or Gantt chart and then schedule refresh on the dataset!
⏲️ TIMESTAMPS
0:35 Intro to Planner task data
2:10 Create the Power Automate flow
5:28 Loop over tasks to get details
6:38 Get assignee names (and error handle profiles that don’t exist)
15:00 Get Planner flags data
17:55 Store the data in a file in SharePoint
🛠️RESOURCES
- Issues with Power Automate? I put answers to the common errors and questions here: https://christine-payton.com/power-automate-faq/
▶️RELATED VIDEOS
- How to model and visualize the Planner data: https://youtu.be/eEmpzueZfqY
- Get Planner data for ALL your groups and plans: https://youtu.be/mqGFbIGpCcw
- Get Planner data for SPECIFIC plans: https://youtu.be/1UfxETalb9E
- Make a Project Management Dashboard:
https://youtu.be/epbMpfRZXC4
- Get PREMIUM Planner data for your entire organization: https://youtu.be/F-RrxxUC_Q4
- Ping Planner assignees in Teams or Outlook from Power BI: https://youtu.be/8p2uXihLWrs
- Power Automate Playlist: https://www.youtube.com/playlist?list=PLVWnQj3YS9wuCbVH0Z9aWP451IFFH6xYd
- Project & task data playlist: https://www.youtube.com/playlist?list=PLVWnQj3YS9wvbJves79UWCQLTMNXcviy_
🎓 COURSE
- I’m working on a course! Join the waitlist here: https://bi-ome.kit.com/waitlist
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#automation #projectmanagement #taskmanagement #planner #powerautomate