How to create a planner task from a conversation in Microsoft Teams

May 25, 2023 | Microsoft 365 Hints and Tips, Microsoft Teams Hints and Tips

You will often find that you have a lot of conversations taking place across a lot of team channels.  Much of this these will be for information only with no action required on your part or may be actionable really quickly and then you don’t need to worry about it again.  But what if it is something that you need to deal with and you need to ensure you don’t forget.

This is where we can create a planner task from the conversation.  Although this is not an option immediately available this can be created as a new action.

How to Create the Workflow

  1. Select the ellipses at the top right of the conversation
  2. Choose More actions and Create new action
More actions image

3. This will open up the Power Automate Actions dialog box

4. There are several workflows already available to use including Create a Planner Task from a message.  Click on this

Create a planner task from a message image

5. A default name is produced which can be changed if required

Name planner task image

6. This workflow requires connection to Teams and Planner so if these have not already been made these connections need to be established here

7. In the next step the group (team) this will be created in needs to be set and the plan the task will be added to is also selected.  The planner plan must already be created before this flow is produced.

Details add to planner image

8. Click on Add workflow

9. A notification will be sent to the chat to tell you that the flow has been created and is ready to run

Running the Workflow

The action will now be available in the overflow menu of any conversation.

  1. Select the ellipses at the top right of the conversation
  2. Choose More Actions
  3. Create a Planner Task from a message will now be available
Create planner task from a message action image

4. Add a Title and add a due date and who it is assigned to if required

Add task image

5. Click Submit

To check that the workflow has run access the planner from the team and the task should be visible here.

Modifying or deleting the flow

  1. Login to the Microsoft 365 account
  2. Open the Power Automate app
  3. Choose My Flows
My flows image

4. Click the Edit icon to edit the flow

5. Alternatively select the ellipses and Delete to delete the flow

Further Reading

If you’ve enjoyed reading about how to create a planner task from a conversation in Microsoft Teams, there are some other blogs below that you might find useful:

Want to learn more about Microsoft Teams? Then email lara@laramellortraining.co.uk to discuss how I can help or have a look at the Microsoft 365 Courses I run.