Category: Microsoft Planner

Some look at Microsoft Planner and think of it as a copy or being a “me too” Trello. It’s so much more than that and has some exciting ideas. I like it mainly for getting any team coordinated in a single tool. I’ve used Trello for a while, but since switching to Microsoft’s stack, Planner has been a pleasant surprise. I’ll go over some of its use cases, integrations with Microsoft Teams, SharePoint, and, most importantly, Power Automate.
Automation is critical in a smooth-running team being, whether small or large. Having a simple but fully featured tool like Microsoft Planner integrated with Power Automate helps get some of the processes going automatically. My focus will be to show you how it blends in with your team and creative ways to collaborate.

Power Automate: How to add all email attachments to Planner?

by Manuel GomesNovember 28, 2022December 1, 20223

Recently Nick commented on my “How to send an email and create a task in Microsoft Planner?” article, mentioning that I don’t have an article …

by Manuel GomesJuly 22, 2022December 1, 20220

The “When a task is assigned to me” trigger does something that most don’t. It reacts to changes in all Planner Plans and not only …

by Manuel GomesOctober 22, 2021December 1, 20221

Power Automate reacts perfectly when things change in Microsoft Planner. For example, we have a trigger that fires “When a task is completed”, which can …

by Manuel GomesOctober 18, 2021December 20, 20210

Today a common problem that we can fix with a bit of strategy. In the past, I wrote about how to add attachments to Microsoft …

by Manuel GomesOctober 4, 2021November 10, 20221

I wrote a couple of articles in the past on how to deal with Microsoft Planner tasks. You can find them at “Update task details” …

by Manuel GomesSeptember 15, 2021November 10, 20220

Automation can help us create tasks automatically in Microsoft Planner by using the “Create a task” action. I like this action a lot because it …

by Manuel GomesSeptember 13, 2021December 2, 20220

Today a simple template, but quite powerful if you extend it to your needs. I mentioned this example briefly in my “Create a task” action …

by Manuel GomesSeptember 8, 2021November 10, 20220

When a Planner starts getting many tasks, it is important to add some automation to it to keep things manageable. The “List Tasks” action helps …

by Manuel GomesSeptember 1, 2021November 10, 20223

Most of the time, the “Get a task” action is used with the “When a new task is created Trigger” because the trigger won’t return …

by Manuel GomesAugust 25, 2021November 10, 20220

Although Microsoft Planner has an amazing UI to update tasks, there’s a lot of added value on updating tasks automatically when things change. The “Update …