Organizations are increasingly seeking ways to automate tasks and improve collaboration. However, many still struggle with disconnected systems and manual workflows, leading to inefficiencies.
The integration of Microsoft Planner with Power Apps provides a solution. By combining these tools, businesses can automate task management, streamline processes, and improve team collaboration—all within a single custom app.
What is Microsoft Planner and Power Apps?
Before diving into the integration process, it’s important to understand what each tool does.
Microsoft Planner is a task management tool that helps teams create, organize, and assign tasks within projects. It’s ideal for keeping track of to-dos and ensuring tasks are completed on time.
Power Apps, on the other hand, is a low-code platform that allows users to create custom business applications without needing deep programming knowledge. It enables businesses to build apps tailored to their specific needs, which can integrate seamlessly with other Microsoft tools like Teams and Planner.
Why Integrate Microsoft Planner with Power Apps?
Integrating Planner with Power Apps allows users to automate task creation, assign tasks to specific team members, and set deadlines—all directly from within a custom app. This automation simplifies workflows, saves time, and improves collaboration by ensuring everyone is on the same page. For example, when issues are reported through a custom app, tasks can automatically be created in Planner, assigned to team members, and tracked through to completion—all without manual intervention.
Step-by-Step Guide: Integrating Microsoft Planner with Power Apps
1. Create Your Power App
Begin by creating a new app in Power Apps.
Login to Power Apps using your Microsoft 365 account.
Create a new app by selecting "Canvas app" and choose a blank layout.
Name your app, something like “Planner Task Manager”.
2. Add Planner as a Data Source
Power Apps allows you to connect various data sources, including Microsoft Planner. Here’s how you can do that:
On the left panel, select Data and then click Add data.
Search for Planner in the connectors search bar.
Choose Planner and sign in with your Microsoft 365 account to connect it to your Power App.
3. Design Your App Layout
Next, you’ll build the interface where users can input task details.
Add the following fields to your app:
Title (Text input): This is where users will input the task name.
Start Date and Due Date (Date picker): These fields allow you to set deadlines for the tasks.
Assigned To (Combo Box): This lets users select who will be responsible for the task. On this field, you need to enter the following Power Fx formula:
Office365Users.SearchUser({searchTerm: ""}) Planner ID (Combo Box): This will allow users to choose which Planner group (or plan) the task belongs to. On this field, you need to enter the following Power Fx formula:
Planner.ListMyPlansV2().value Bucket ID (Combo Box): this will allow users to choose the which bucket (phases, types of work, departments, or whatever makes the most sense for your plan.) the task belongs to. On this field, you need to enter the following Power Fx formula:
Planner.ListBucketsV3(PlannerID.Selected.id, PlannerID.Selected.id).value.
You can easily position and resize these fields by dragging them on the screen.
4. Create a Button to Add Tasks
Now, we need a button that will trigger the task creation in Planner when clicked.
Add a Button at the bottom of the screen with a label such as “Create Task”.
In the button’s OnSelect property, use the following formula to create the task in Planner:
Planner.CreateTaskV4(PlannerID.Selected.id,PlannerID.Selected.id, Title.Text,
{
bucketId:PlannerID_1.Selected.id,
startDateTime: FromDate.SelectedDate,
dueDateTime: DueDate.SelectedDate,
assignments: AssignedTo.Selected.Id
}
) 
5. Save and Publish the App
Once your app is ready, save your work and then publish the app so it’s available for use.
To publish the app:
Click Save and then Publish.
Select the desired Environment and then confirm.
6. Test the App
Now that your app is published, it’s time to test it. Open the app and try entering task details, then click the "Create Task" button.
Check your Planner to see if the task appears.
Ensure the task has the correct details, such as the start date, due date, and assignee.
Integrating Microsoft Planner with Power Apps and Power Automate allows your team to automate task management, streamline workflows, and enhance collaboration. By eliminating manual task assignments and ensuring seamless communication, you can boost productivity and keep projects on track.
At Kitameraki, we specialize in custom Power Apps development to help businesses automate workflows, enhance collaboration, and seamlessly integrate with Microsoft 365 tools. Whether you need a tailored task management solution or a full-scale business application, our experts can deliver a solution that fits your needs.
Kitameraki (www.kitameraki.com) is the trusted partner for comprehensive IT Consulting and IT services in Indonesia. With strong focus on IT Solutions, Web Development, Mobile App Development, and Cloud Solutions, we help businesses navigate the ever-evolving digital landscape. Our expertise nextends to Cloud Services, Cloud Migration, Data Aalytics, Big Data, Business Intelligence, Data Science, and Cybersecurity.
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