{"id":110915,"date":"2017-11-29T11:08:21","date_gmt":"2017-11-29T19:08:21","guid":{"rendered":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/flow-of-the-week-planner-approval-flow\/"},"modified":"2017-11-29T11:08:21","modified_gmt":"2017-11-29T19:08:21","slug":"flow-of-the-week-planner-approval-flow","status":"publish","type":"power-automate","link":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/flow-of-the-week-planner-approval-flow\/","title":{"rendered":"Beginner | Flow of the Week: Planner Approval Flow"},"content":{"rendered":"<p>Hello Flow Fans!<\/p>\n<p>This weeks Flow of The Week comes from a Flow and PowerApps MVP<strong> &#8211; Melissa Hubbard <a href=\"http:\/\/twitter.com\/melihubb\">@Melihubb<\/a><\/strong><\/p>\n<p style=\"margin: 0px;\">Check out her post and be sure to leave her a comment below!<\/p>\n<p style=\"margin: 0px;\">\u00a0<\/p>\n<p>&#8212; On November 8<sup>th<\/sup> <a href=\"https:\/\/flow.microsoft.com\/en-us\/blog\/planner-triggers-connector-improvements\/\">new Flow triggers for Planner were announced<\/a>.<\/p>\n<p>This Flow uses the \u201cWhen a task is completed\u201d trigger to send an approval email to the PM, stakeholder, or person of interest to notify them of the task being marked as complete and ask for their approval. If it is approved, an item is added to a SharePoint list to track the completed tasks for reporting purposes and a message is posted to Teams notifying them of the task being successfully completed. If it is rejected, a message is posted in Teams alerting them to take further action on the task and contact the PM or stakeholder for more information.<\/p>\n<p>This Flow is useful because often on project, someone wants to be notified when a task is marked as complete. This Flow also gives them the chance to approve or reject the task being marked as complete. Also, as a sidenote, some users may have a business need to store completed Planner tasks in a SharePoint list for reporting purposes.\u00a0<\/p>\n<p>To begin building the Flow choose <strong>Create from blank<\/strong>. For the trigger search for Planner and select <strong>When a task is completed<\/strong>. Select the plan you want the Flow to be triggered by from the drop down.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" height=\"107\" src=\"https:\/\/rfeffg-dm2306.files.1drv.com\/y4mPp6PMgufgE9nnHY454ceLYL5IgvCk0MDfuYwDxPR14V1-XaKHsPkXQYoQMa9UM-OJifzZD3bP_yaAH05ly2TciHHEZk2R_y7IEnZ58wByKzwal4l6iRDUX0youol8dwsZgLhZ_WWX_X64m1euYtxeDQNOdCZtUg8rQRpUzmeM6_lU5b3RFQ9u_JgH87OMjhIrl5VMPUVbqBqqa03KZCF1A?width=611&amp;height=107&amp;cropmode=none\" width=\"611\"\/><\/p>\n<p>Click <strong>Add an action<\/strong> and search for <strong>Start an Approval<\/strong>. Enter the email address of the person you want to approve the completed task and the subject to something that makes sense for your organization. Click <strong>advanced options<\/strong> to change the body of the email.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" height=\"653\" src=\"https:\/\/qr9n8w-dm2306.files.1drv.com\/y4mve_pk9Mu6FOv3-sXzfY73topcY84geHxnR-vHsBtFSFCvk3RWeYMJ1O-brmsWp_kx98yx6GFpV_ecRoO-wr8xvFWFcM23zbCXdGWw7NjkDcaBfGqMjs1J0bH5joKGJMZnZ96o3ywrSLhY3x9QGFfPfoSCmyHogjPGy1pCD_jG_m1Q-TW2TDIxo6JQ_Ywr_BiYQiQS97LR7wRQ9ID4nTGDQ?width=1056&amp;height=653&amp;cropmode=none\" width=\"1056\"\/><\/p>\n<p>Click <strong>Add a condition<\/strong> then click on <strong>Add dynamic content<\/strong> and enter <em>Response is equal to Approve<\/em>.\u00a0<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" height=\"259\" src=\"https:\/\/en1d2w-dm2306.files.1drv.com\/y4mD3q7ezmnBdjCN00aE7brBJxqf0AYLRyb9VQKH5Cwn6JzvKAnWE1Xoq-vHT4aRhBP__UHXoTkM2iXXQYzGyMFUaH04uEIXAEtIjM-8CbMf3d6l5VunZCqqJ-R4z4CEBYF2YVsmaa0iEEb91eiwKufKhAP66t4aCtv1GiUO84jnScAIkSYoQ2P_F4Z6W8MoAWSUuF87IZ8gXdmVzpmzk_0XA?width=1040&amp;height=259&amp;cropmode=none\" width=\"1040\"\/><\/p>\n<p>Under the If yes section, click <strong>Add an action<\/strong> then search for <strong>Create item in SharePoint list<\/strong>.Note: you will need a SharePoint list that has the fields shown below.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" height=\"284\" src=\"https:\/\/pqqqua-dm2306.files.1drv.com\/y4mFb716_ulHHnMQauKXT9WeQNZS4_BmG_Y-oBxnNa9HYrj0t62C0IblGs3TGsew5wHtwZ0aKKPy2Z2p80fab9v9CBAppWSKrnv5E04-BP4uyub7hWiQWb7dkcHAytj-z-tsQztlfHMm9GWUvakN8_XZKiV6CUgR40lxznXyIH9iTUSsxOcvj7Sjxi_QWOGtJBaMjAxZdntrZtOEmW5sWX2Cw?width=598&amp;height=284&amp;cropmode=none\" width=\"598\"\/><\/p>\n<p>Click <strong>Add dynamic content<\/strong> to use the Planner task metadata to populate the SharePoint list item fields. Click <strong>Add an action<\/strong> and search for Teams and select <strong>Post message<\/strong>. Select the Team and Channel you want the message to post to when a completed task is approved. Enter your message making sure to use the Title of the task.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" height=\"700\" src=\"https:\/\/czyyrg-dm2306.files.1drv.com\/y4mc6PNmh574N_x0stBaH7mWm_E2sE8s7ynoYyiFB-ax_vwcuuhZhHnhL8V1a6u8rHa-MQRr8yugAyfmpw0uZrF54oGA1GFkPcZeofddyX9V9b0AM1FSX0zfl5hd8fc7cBBfwkkKAHpfTR5U076FXl2gDZ6zXh2y1atVIGg7T7YrwouP7Y1t6iYKIGhsFlCeGMs9TzuyyRo9Mqo2I0dVFiZMg?width=642&amp;height=700&amp;cropmode=none\" width=\"642\"\/><\/p>\n<p>Under the If no section, click <strong>Add an action <\/strong>and search for Teams and select <strong>Post message<\/strong>. Select the Team and Channel you want the message to post to when a completed task is rejected. Enter your message making sure to use the Title of the task.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" height=\"314\" src=\"https:\/\/3jmolg-dm2306.files.1drv.com\/y4mbs6JpPE6CDaCd2bj0Xt6xT4FCCumzTod3lX5-kof2ERm27FtF_MG38W_BW2Ih4iU_b7xuzRewn2cKQv0D5vwCzWc4hJfNfuiXp2B7E_95p9AtXlpndcvLjwWpI3IAUbJMSBEgqz2jNRAwjXph1u73vZ4kpBBh2B3OZAOciGly-BuKAIpxyKc_CJNtNNwfqNVW8fvaxouKTQryFBkIPCOsw?width=650&amp;height=314&amp;cropmode=none\" width=\"650\"\/><\/p>\n<p>And that&#8217;s it! An approval flow that runs off planner and notifies in teams in just a few minutes. If you like this post from Melissa and want to learn more about her, check out her blurb below and be sure to follow her on Twitter!<\/p>\n<p><em>Melissa is an Office 365 and SharePoint consultant who specializes in simplifying and automating business processes using Flow and SharePoint Designer. She is experienced in managing projects throughout the entire lifecycle as well as developing and implementing SharePoint and Office 365 solutions. User adoption, governance, and training are topics she is especially passionate about! Check out her other Flow blog posts <a href=\"https:\/\/na01.safelinks.protection.outlook.com\/?url=http%3A%2F%2Fwww.melihubb.com&amp;data=02%7C01%7Cjolevesq%40microsoft.com%7C93682b51c8d645c346c608d536eba623%7C72f988bf86f141af91ab2d7cd011db47%7C1%7C0%7C636475308866192251&amp;sdata=ndmhcddQLMocuJf5W4IWwEAJ8RQPE0Iv5MCdzzjhQUA%3D&amp;reserved=0%20\"><u>here<\/u><\/a><u>.<\/u><\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Flow MVP Melissa Hubbard writes a Flow of the Week to help you automate Approvals while using Microsoft Planner as your Project Management tool. To learn more about how Melissa completes this Flow, or to learn how to read her other posts, click on in and see who she is and what she has to say!<\/p>\n","protected":false},"author":348,"featured_media":0,"comment_status":"open","ping_status":"open","template":"","power-automate-category":[2590,2836],"power-automate-tag":[2472,2591,2621,2818],"coauthors":[2899],"class_list":["post-110915","power-automate","type-power-automate","status-publish","hentry","power-automate-category-flow-of-the-week","power-automate-category-walkthroughs","power-automate-tag-beginner","power-automate-tag-flow-of-the-week","power-automate-tag-how-to","power-automate-tag-tutorial"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Beginner | Flow of the Week: Planner Approval Flow - Microsoft Power Platform Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/flow-of-the-week-planner-approval-flow\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Beginner | Flow of the Week: Planner Approval Flow - Microsoft Power Platform Blog\" \/>\n<meta property=\"og:description\" content=\"Flow MVP Melissa Hubbard writes a Flow of the Week to help you automate Approvals while using Microsoft Planner as your Project Management tool. 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