Creating Group Tasks using Microsoft Planner and & Power Automate (Video)


I recently ran into a situation at work where I had a colleague ask me how he could create a Microsoft Planner task once, assign multiple people to it, but then have that group task spawn off into individual tasks for each person who was assigned the group task. Each person would subsequently have to complete their version of the task. It is a way to enforce individual accountability, but without having to manually create the same task multiple times. For example, you may have a situation where everyone on your team needs to submit a timesheet or perhaps you have annual compliance acknowledgements that need to be completed.

From a process perspective, it looks like the following:

image

I have posted a video walkthrough of this solution which can be found on YouTube:

Leave a Reply

Please log in using one of these methods to post your comment:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s