Action: Create task

Action: Create task

Create task action allows automatically create task in Microsoft Planner. Created task is contained in a existing specified plan and can be assigned to a bucket in a plan. 

Example of Create task action configuration on the current site

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Ein Bild, das Text, Screenshot, Zahl, Schrift enthält. KI-generierte Inhalte können fehlerhaft sein.


For more information about Action Builder read Action Builder introduction article.

Note 1: In order to use the Create task action in Scheduled/Triggered Actions Teamsware Planner Connector and the site have to be approved by a tenant administrator before this action can be used. You can change the list of approved sites manually.
Note 2: When you deploy the solution to another SharePoint tenant, it requires approval of Teamsware Planner Connector on the deployment tenant as well.

To configure the action Create task additional properties should be specified:

Configuration

Property

Required

Type

Description

Group

yes

String

Specify the name or the Id of the Microsoft 365 group with the plan as a containet to the task.

Plan

yes

String

Specify the name or the Id of the plan.

Bucket 

no

String

Specify the name or the Id of the bucket to which the task belongs. The bucket needs to be in the plan that the task is in.

Title

yes

String

Specify the title for the new task.

Assign users

no

String

Specify the Id(s) or email(s) of the user(s) that you want to assign the task you create. Ids or emails should be separated with ','.

Start date

no

String

Specify the date at which the task starts. Date should be set in the format 'yyyy-mm-dd', 'mm-dd-yyyy'.

Due date

no

String

Specify the date at which the task is due. 

Progress

no

String

You can render the task in the task board view when grouped by progress. 

Priority

no

String

Specify the priority of the task. The possible values are Low, Medium, Important, Urgent, or the custom value.

Urls to attachments

no

String

You can specify the url(s) to the attachments. Urls should be separated with ','.

To configure attachments with Display name and set 'Show on card' option, pass a valid JSON object with properties: {url:'...', displayName: '...', showOnCard: boolean}

 

Example:

=JSON.stringify({url:[[@Item.DisplayFormUrl]], displayName: [[Title]], showOnCard: true})

Checklists

no

String

To configure checklists for a task, pass a valid JSON object with properties: [{title:'...', isChecked: boolean}]

 

Example:

=JSON.stringify([{title:'Todo 1', isChecked: false},{title:'Todo 2', isChecked: false},{title:'Todo 3', isChecked: true}])

Labels

no

String

Specify the color label for the new task

 

Availability

Modern Forms

List Actions

Scheduled/Triggered Actions

✓

✓

✓

Output

Output Parameter

Type

Description

GroupID

String

Returns the Id of the M365 group as output parameter and can be used in subsequent actions.

PlanID

String

Returns the Id of the plan.

TaskID

String

Returns the Id of the created task.

TaskName

String

Returns the name of the created task.



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Examples:

There is an example how to dynamically check item attachments and add them to the task with displayName and showOncard properties:

let attachments = [];

[[Attachments.Url]].forEach(link => {
    let urlParts = link.split('/');
    let displayName = "";
    if (urlParts.length > 0) {
        //take last part of link as display name
        displayName = urlParts[urlParts.length - 1];
   }
    else {
        //trim url to fit 100 symbols limit
        displayName = link.substring(0, 100);
   }
   attachments.push({ url: link, displayName: displayName, showOnCard: false });
});
return JSON.stringify(attachments);

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