This is Great! Just 3 hours ago, I showed my boss and peers how I use Planner in Teams to track and monitor tasks I've assigned to my direct reports. Those tasks come from a spreadsheet I maintain separately to collect project improvement ideas and manually add to Planner when we start working the projects. They were impressed with my process - wait until I share this video with them! Thanks!
Whew! ... at my level of expertise this feature is like getting a drink of water with a firehose. Halfway through Leila's presentation I was (once again) marveling at the ease she moves about the screen, clicking options I never knew existed ... when it suddenly hit me her talent is like watching an Olympic figure skater effortlessly gliding about the ice ... powerfully jumping ... a triple 'something' ... landing gracefully ... and then quickly off to another imaginative maneuver while I am still thinking about the last powerful jump ... twist ... and loop that I just saw ... and another ... and another ... and ... another. George Bernard Shaw once said "Man learns to skate by staggering about making a fool of himself. Indeed he progresses at all things by resolutely making a fool of himself". I resolutely watch Leila in the hope of one day learning to skate ... but some days I realize I have a loooong way to go. Today was one of those days ... but my god she is fun to watch even if I will never be in the Olympics.
Thank you so much 😊. That's really kind! If you see the behind the scenes though, you'll find a more clumsy skater. It's just that all the falls were cut out and only the highlights were officially broadcasted :)
@@adamknight5089 Indeed, I paused almost the whole morning now and I am still stuck at the "Table" section where it only showed "no item" or "enter custom value". But I really love Leila's videos.
Wow. I'm at minute 5:48 and had to stop. Thanks very much for sharing and sparing me the time. I will never do this. I'll keep looking for simpler solutions. Way convoluted and far too many steps for a seemingly simple requirement.
Thanks for the tip. The bucketId issue caught me for 1/2 day. I knew it needed the id and not the name but could not get the right combination of Expressions to work. It kept erroring out or passing a null value. Your videos are awesome and I always steal a little nugget of information from you. Peace.
This is so helpful especially when managing a team. I've been trying to find ways to automate certain tasks. These videos also help you think in different ways to improve your processes. Thank you you are awesome 🤩
Nunca es tarde para aprender,más si hay una persona que,nos enseña, sin cuestionar nuestra ignorancia. Gracias por hacernos partícipes de su conocimiento.
Your presentation reminded me of a well choreographed ballet. Beautifully displayed and articulated. Microsoft’s new Power Automate may not require code writing but thinking like a developer helps, evidenced by going back to initialize the variable. I am looking forward to spending more time with this tool and perhaps revising some existing VBA projects to utilize Flow. Thank you for the wonderful posts. I enjoy watching and learning from the results you and your team put so much effort into.
Hi Leila. 1) Add domain users to D-colomn. 2) Send task to one of them. 3) Automatically check an update tasks status in your workbook. 4) Alert user before 1 day (or hour or minute ...) task should be completed
Leila, you are at your best and this video is no exception! But somehow, Power Automate does not seem to be easy. That said, if I revise this and previous related videos, I am sure I will get the grip. So thanks for sharing! if you have any additional hints to share, more than welcome! Cheers! 😊👍
Most important thing to do is just play with it. I'm sure that's all Leila did to get to the point she's at. Fortunately we have these videos to give us a huge head start :)... or to help us find our way when we stumble
Fantastic video as always, Leila! Thank you so much. If you have not already can you please make a video on how to automatically create renewal reminder in Planner from a list of expiration dates in Excel (memberships, contracts, etc.) - 6 months before said expiration? Just to be clear - when the 6 mo mark is reached a reminder (task) is created in Planner automatically to renew the expiring item. Thanks again.
Thank you for this tutorial. It helped me a lot. It would be great to have a 2nd advanced part to include colour labels and checklist in the task that are also specified on Excel and if we can make a recurrent task (for example, to create a new identical task with due date in three months when the task is check as completed.
Very good video Leila, clearly explaining the steps with a practical example. I would like to see how task can also be delegated to a set of team members. Then I can use an Excel RAIL, completely linked with planner tasks. Could you please make a part 2 training video.
Muito obrigado. Parabéns pelo vídeo. Muito prático e bem explicado. Thank you so much. Congratulations by the video. Very practical and well explained.
Hei Leila, trust you are doing good. I have seen any courses how to retrieve information from excel but I never see a workflow showing how to retrieve all information from lists (ex 5 lists) and generate those lists into excel file (ex 5lists=5 sheets). Thank you!
I’m loving your tutorials, thank you! I have a question, can you share an email in teams/planner? Eg if an email needs actioning and has an attachment, can it be uploaded directly from outlook to a task and be assigned to someone?
This is so helpful! I followed it step by step - so simple and you explained every detail! I'm hoping to be able to add checklist items to Planner from Excel as well - that's my next challenge! Thanks from a new subscriber!
Hi! This tutorial is wonderful. Thank you for sharing! I am having success running the flow. However, my due date is populating in Planner as one day prior to my selected date. Any advice?
This is super great! I love watching your videos and they have been great to get my Power Automate skills off the ground. But if you're looking for another super helpful video idea (though I'm not sure if its possible) but it would be great to see you break down how to use planner checklist items to update a SharePoint list with certain checklist items getting checked off also toggling a Yes/No column item. If not a SharePoint list then maybe updating a corresponding column in Excel?
How do I get to do list, tasks and planner to go into outlook calendar? How would I use planner and power automate for both personal and business? Thank you very much again. I love this channel. I use outlook calendar for everything as my life calendar
It will be very useful a video about importing information from excel into the triggers dialog of an instant trig, to feed conditional input drop down field or to enable the trigger button based on a value in the excel table . For example a reservation service over a finite daily resource, that gives feedback to the users that for a certain day the reservation are over and disable the trigger until the user select another day.
It would be a good idea to mention which actions, etc. require a Premium account. I built a really neat flow that required a Premium license. If I had built it from scratch, I would have seen the Premium indicator but I built it using the 'describe' method.
Hi Leila, that is just what our company needs! Thanks a lot again. It's like magic 💫. I also need to integrate more of Power Automate 💪💪 to save time. 🚀 How do you always come up with these good ideas? Incredible 😀
This was very insightful. The topic is something that I've been thinking about for a while now, but I never had a plan on how or why to implement something like this. What was not covered is what happens when the task is completed in Teams? does it stay on the excel sheet or gets removed? Can you backtrack form Teams to excel to show that that task has been completed on there?
*Hello there, Leila Arjun.* *I hope everything is going well with you. Your films are usually useful and entertaining. MVP Leila Gharani (It's You Definitely)* *taught me more about Microsoft Office Excel.* *I'd want you to make a video on Microsoft Power Automate and how to automate a work that involves special type of searching* *from Google and filling that information in a website database type of form.* *How do you solve the problem when the destination of certain information from a website changes? Using Power Automate*
Thank you so much for all the value you create for my team and me! I'm aiming to improve my companie's overall productivity and this helped a ton! I was wondering if it would be possible to send a task to multiple plans, each in a different team? Again, thank you for making these great videos! Cheers, Joe
Hi can you show how to make a activity plan for the entire year showing quarters and months in a sunburst chart in excel. A business activity plan for the entire year. Great channel 👍
Thanks Leila for sharing these wonderful ways to boost productivity. I have seen using power automate for workflow approvals, if there is a video on that let us know the link.
This tutorial was exactly what I was looking for! Trying to setup an excel calendar that generates tasks to planner so this was extremely helpful. Is there a way for me to specify the priority of the task in the flow?
This is really helpful and I’ve now set this up for the team I manage. I do have a question though if that’s OK? My team all have their own plans (9) and I can see them all together on the dashboard but is there a way I can see them all on one schedule? That’d help me with capacity planning each week. 😊
Thank you for doing this video. Would you consider showing how to link Project online and planner? So high level managers can see how project is progressing in project, leaving engineers and techs to work day to day in the planner environment. Many people show how it is done with their exclusive add in's, but can it be done just in the office 365 / Teams environment?
Hi Leila, thank for this great video, it's been really helpful. Have you ever been able to create a flow that would work the other, updating Excel from Planner? I would be grateful for some help. Many thanks
Hi Leila, Can you please let me know the steps how to migrate MS team Planner from one tenant to other tenant. Your inputs are really appreciated, thanks in advanced ma'am
Can you update Planner tasks using an Excel spreadsheet as well? In other words, if a Planner task has already been created, but has outdated information, can you use you Excel spreadsheet to update the tasks?
Hi, in Power Automate 365, when adding an input of "Text" in "Instant cloud flow" for a selected row of excel online for business, how can I find the option to drop-down list of options?
Thank you so much Leila. Is there a way to automate creating tasks in MS Projects from selected rows in excel? Similar to what you did in this video? Also, could the logic you used to specify the buckets be used to specify the type of the tasks in projects? Thanks again for your answers/feedback.
Hi Leila. Thank you for this video. Do you have the same tuto to do the opposite action : extract Planner to Excel File with multiple Plans and Buckets ? Thx. Regards
Thank you for all of your great videos and tips! Do you have tips for a Flow that sends an email/notification based on a date in Excel? If I have a chart of training due dates, what can help me get/send automatic notifications?
Great video thank you! If I have a few forms and I'd like to remind my team to use them at a fixed recurring time per year. Is it best to create a list with a reminder or create recurring email reminder. Which Microsoft tool would work best? Or is there a video on this topic Which I can watch. Thank you.
Great video, Leila, as always. When possible, could you please see us through creating tags for planner tasks ? I'm trying that but with no success. Thanks !
Hi. Thanks for your explanation, very useful. But I need to go a little further. I have some status in my workflow (waiting, producing, revising, concluded). They're specified in my spreadsheet column. I'd like to automatically move that row to specific bucket, based on its status. Is it possible? I've tried using your bucket input explanation, but I wish it could be done automatically. And more, is there a way to automatically change task's bucket based on its label color? Thanks for your attention.
how to add task dependency? or is there a way to rename list of projects? for example there is a simple task "RU-vid Video", every youtube video will have set of items assign to a member like research, video shoot, video edit, video thumbnail, publishing, etc... they all are dependent on each other. is there a way to create a template or duplicate project list having each named as ABC video shoot, ABC Video edit.. etc?
Hi Leila, your video has been very helpful but I can't seem to assign a person to a task based on a name in the excel sheet. I have tried adding email address, exact names but still no Joy. Any help would be appreciated. Thanks
Is it possible to refresh closed excel workbooks with power automate? I've been looking for a way through VBA without success. Please make a tutorial on this if it can actually be done. Thanks!
Yes. I have a video coming up end of April where we send emails from Excel with attachments. That will give you some ideas on how you can setup flows that send attachments with Outlook.
@@LeilaGharani That sounds great, however I think I am looking for the opposite. When receiving excel attachments via email, have outlook automatically save the attachment in a particular file. Any luck or direction there?
Hi Leila - great video. Can this be done for on multiple lines if you assign all the "dynamic" data in the table columns? Doing dozens, if hundreds of tasks could get tedious doing it one at a time. Thanks. Gareth
I love your awesome videos. I manage a team that collectively work on multiple plans (we call projects). Is there a way to get a list of cards assigned to each user across multiple plans? I would need the name of the plan, name of the card within that plan, start date & end date, and who the card is assigned to. Ideally it would also be very helpful if it managed multiple users being assigned to the same card. Challenging I know - but any help would be appreciated.
I have an excel sheet where I am tracking budget forecase and utilization. Can we connect Planer into Excel and run the budget calculation based on Planner data?
Can a specific user be added to the task in buckets corresponding to their names using this process? I have a process that creates a task from excel data and each of my 5 buckets represents a member of staff. I just need to get their details added once the transfer from excel takes place. Thanks.
Is this possible automatically when a change in a cell happend? Such, if a column is calles STATUS, and the status changed from InProgress to Completed. Also can we send an email notification automatically when an STATUS changed or a new Remarks is added or updated?
It will be nice to have a "When Task is modified" trigger on Power Automate. I need to build a SharePoint list to get few attribute data from Planner tasks. The reason that I even need to do this is because "Planner" filter tool is not as good as List on SharePoint... Our users can't search the descriptions they input on each task on Planner. Therefore, I am hoping to build automation to keep this list as their indexes to search task description with hyperlink back to the task they would like to work on. However, it's no ways to trigger update of task back to SharePoint list, but only to update the whole list lol...
Hi Leila, I am always amazed by your dynamic contents. I am still a novice in power automation. I just wanted to know how I may send an email after a due date from an excel bunch of rows. I am trying but always messed up. It would be a huge help.
Nice video as always and well explained. I can't get the Flow to show up in the Flow Add-In and so because the trigger of the selecting the cells has no trigger to run I can't use it. Its there in the on-line Power Automate but just wont show in the Add-In Flow which says I have no flows for this spreadsheet. I tried uninstalling and re-installing the Add-In. I made sure the user name is the same as that for the spreadsheet and signed out and signed in. Its a Microsoft rabbit hole with no answers as often the case. Maybe it's because I have stopped Onedrive updating (I use Google drive instead), maybe you can't use Power Automate online for free to create these for your own use? Why let me get all the way through to saving and then leave me to guess that' the reason it won't run. Who knows anyway showed so much promise, thank you but a frustrating end to what was kind of fun and showed promise.
Thank you for this Video. I have an error . Do you now what i did wrong? Schema validation has failed. Validation for field 'BucketId', on entity 'Task' has failed: The specified identifier is invalid.
I have watched multiple videos on this process, but still haven't found one that addresses what I'm looking for. Maybe you can help? I want to utilize an Excel task list into Planner, but I'm tracking multiple projects that have the same tasks but different due dates. For example (Each | represents a new column) "Task One | Client 1 Due Date | Client 2 Due Date |.... " this can go up to 25+ clients. Is there anything like this out there? Thanks.
