Forum Discussion
Is planner my best option for this request
Looking for opinions on best way to handle a project request. My user wants a task management system that will bubble up tasks in To Do, Planner or other pars of M365 ecosystem.
They want the ability to plug in one task (Project Date) and date and have other task automatically generated before and after that date. These projects need to be easily replicated with the same tasks but different dates based on each project.
My initial thought was to manually create a planner plan, build out dependencies for each task based on project date. They could then copy the plan and adjust the project date, but that seems overly complicated?
-3 weeks Task 1
-3 weeks Task 2
-3 weeks Task 3
-2 weeks Task 4
-2 weeks Task 5
-4 days Task 6
-3 days Task 7
4/15/2025 Project Date
+1 day Task 8
+1 day Task 9
+1 day Task 10
+2 days Task 11
+3 days Task 12
It's much easier to use Power Automate to create new Tasks in an existing Planner, but you can use it to create a new Planner Creating a Planner Plan and adding it as a tab to the General channel of a Teams team using Power Automate & Microsoft Graph - michelcarlo
You'll want to use a List for the Requests that captures desired name, project date, and the M365 Group to add the Planner to, and then uses that information to create a new Planner.
I also like to use a second List as the basis for the Tasks: Task Name, Owner, and Days Til Due (as a number, like you've shown above, -1, _2, etc.) to calculate due date in conjunction with the Project Date captured in the request. I like this second list because the flow can create the tasks based on this list - whenever changes are needed, the business can update the List and not worry about touching the flow.
If there's any room to use an existing planner, with specific buckets and labels for the new tasks, this is by far the easiest way to go. But if different group members are needed, this won't be acceptable.
I hope this helps.
Anyone have any insight if planner is the best route to go with this?
