#PowerAutomate #Planner #ZeroInbox

In this video I show how you can leverage Power Automate to create tasks in Microsoft Planner for flagged messages in Outlook. Once the task is created it will delete the message from your inbox to help reduce clutter.

To import this Flow in your environment, check out the listing in the Power Automate Cookbook: https://powerusers.microsoft.com/t5/Power-Automate-Cookbook/Create-a-Planner-Task-for-Flagged-Email/m-p/458380#M51

26 Comments
  1. Dave Wossum 1 year ago

    Hello, this was great and my users will love this feature. I wanted to add a change I made to fit my more specific needs. In the Create a task section instead of using the Outlook To field I hard coded my email address. I was noticing that the process would fail when it was sent to a distribution group I belong to or if it was sent to another email alias that my organization has set up. It would fail because it does a look up in the planner stage and if what was in the To field was not a user on my domain it would not work. Thanks for the video.

  2. Jennifer Sanita 1 year ago

    this is almost perfect for me. only additional need is to take any attachments from the email and add them to the newly created task. any ideas?

  3. Andres Cendales 1 year ago

    Hi April,
    I want to add the attachment from the email to the task on planner. Do you know how i can do that?

    Thanks, this video was very useful to me

  4. rob coleman 12 months ago

    Hi there April, this is a great idea and has really helped me. However I have run into a problem that is causing my work colleagues a bit of a headache. When I flag an email that has more than my name in the "To" or "cc" row, they receive an email notification that they have been assigned a task. Do you know how I can stop that?

  5. David GarcΓ­a 12 months ago

    Awesome and really nice, clean flow. You got a new susbriber πŸ™‚

  6. Jenny Campbell 11 months ago

    Hey April, this is a really useful resource, thanks! I am trying to configure this as a Personal Assistant supporting my Director's inbox. I am able to get this flow working on my account but not on his. Any tips would be much appreciated. Jenny

  7. ryan pelkey 11 months ago

    I am getting an error in the get my profile section i didn't see anything in the video for that set up. I selected msg id is there a different setting i should be selecting?

  8. Denise Jero 10 months ago

    Thank you sooo much for making this video. I have spent 2 hours trying to figure out how not to duplicate task! You're a life saver… Well really just a time saver πŸ™‚

  9. Becky Garling 10 months ago

    Thank you so much for this video! This is my very first attempt at using Power Automate, and you made it so intelligible that I was even able to modify the flow so that it only pulls new tasks from a designated Inbox folder. Delightful!

  10. TheChristophz 9 months ago

    Great video! Is there the possibility to create a new button in outlook that does the same action?

  11. R Leer 9 months ago

    Thanks so much! This solved the duplication problem I'd been struggling with! It's also great to finally figure out how to include the body of the message in with the task! Much appreciated!

  12. Brendan Brady 9 months ago

    Hi April, is it possible to select the group id is when the email is flagged? My emails are flagged to different groups so group is is always different.

  13. Senell Ionus 9 months ago

    Dear @April – I am working on a project using Flows and a little bit of guidance from your side will be very useful? How could I contact you? Many thanks for your all work.

  14. Gionata Santisi 9 months ago

    Hi April. First of all let me congratulate with you for this video. it is really helpful and you have been able to explan really fair what needed.
    I have a foolish question for you. I can't understand why the flow takes more than five minutes to sync everything. I mean that when I flag a message I have to wait for five or six minutes for checking the new task in planner. Is there anything I can check?
    Thanks in advance.
    ciao!

  15. Cynthia O'Bryan 9 months ago

    Great video! Thank you so much! πŸ™‚

  16. nithyarama 9 months ago

    Hi April – Thanks for this tutorial! For some reason, the body of the email does not populate in my planner task. Do you have any thoughts on why that could be? Thanks!

  17. Kerry Kelly 9 months ago

    Really helpful – thank you!

  18. Mihai Ionascu 8 months ago

    Hello, at the Count filtered tasks what should be at dynamic content? I have an error that is empty

  19. david marchioni 8 months ago

    Hi Great thank you! work fine for me
    I use right click and choose flag option. do you know if it is possible to get the flag value ?
    In this case the process would be to flag "Team 1" and a task will assign in the Plan "Team 1"
    Hope it is clear enough to get a solution πŸ™‚
    Thanks !

  20. Tyler Exe 8 months ago

    The current tasks population fails as there are multiple email addresses in the 'TO' field who are outside of my organization, how may I filter the assigned user ID to only have a certain '@corp.email' in their email address?

  21. AustinAg 8 months ago

    April…can you set up the Planner task due date to automatically set and match the "Follow Up" flag due date set in Outlook? Thanks.

  22. Daniel Hopp 7 months ago

    great video,: can we add the attachments to the planner task?

  23. Mel Mor 7 months ago

    Hi April, great video. How come the flagged email doesn't appear in Planner app in Teams?

  24. Adventures With Daniel 7 months ago

    This worked amazing! I wish I had a better understanding of what's going on in some of the middle steps. I copied what you did and it worked but trying to wrap my brain around they why and what was hurting my head lol.

  25. Pavel Bolchtiansky 7 months ago

    It's all not interesting …

    Because You cannot choose a plan to which you add a task, and all emails are different and from different plans …

  26. Carla Booysen 7 months ago

    Hi April, awesome video! Is there a way to UPDATE an existing planner task based on an email?
    Also, does the "Re: and Fwd:" in Subject line get ignored when the flow checks for duplicates?

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