Oh, how I have been waiting for this! As I successfully get more communications in Teams, I, unfortunately, pick up more tasks from Teams messages, but as Planner morphs to Tasks, I see more of my To Do tasks in Teams, so yet again, I have fewer reasons to leave Teams.
So how do I create a task from a Microsoft Teams message in To Do? Well, it is straightforward:
Step 1 – Create a New Flow
1. You need a new Flow, but make sure it is “Instant – from Blank”
2. Select the “For a selected message” trigger from Microsoft Teams
3. Next step is to edit the adaptive card by clicking on the button that says just that
4. I have created a simple Adaptive Card from the default template generated as part of the trigger
5. The Task Title input is called “taskTitle” and Due Date is a an input called “taskDueDate”
6. I have put some text make it clear which task list the task will be created in
7. Next step is to add an Action
8. Select the “Add a to-do (V2)” action
9. The fields I have put in are the title and Due Date from the Adaptive Card and in the content, some details of the message
10. Give your Flow a name and save it
Step 2 – Now over to Microsoft Teams
1. When you select a conversation as if you were going to react to it, select the elipsis to see “More Options”
2. Select “More actions”
3. You should see your Flow showing in the list of actions
4. Selecting your Flow will bring up the Adaptive Card
5. Enter your title and a date if you want to
6. Go to “Planner” (Soon to be Tasks) in Teams
7. In your default Tasks list you should see your Task
A key benefit of using “Planner” (Soon to be Tasks) in Teams is that when you click on the Link to the message it opens in the Teams App – If you click the same link in the To Do app, it opens a browser page and then opens the Teams App.
And that is all there is to it!
Now you know how to create a task from Microsoft Teams message. Now go and start creating your own Tasks.
Learn more about Microsoft Teams
Author
Alan is a passionate advocate for enhancing organisational productivity, security, and compliance. With extensive experience in crafting solutions around Microsoft's suite of products, including Microsoft 365, Power Platform, and Dynamics 365, he has consistently demonstrated the transformative potential of these technologies.
In his role as a Cross-functional Technical Architect at the Microsoft Technology Centre for over six years, Alan excels at helping organisations harness the full scope of Microsoft technologies. He specialises in guiding them towards realising the manifold benefits that these tools can provide at individual, team, and organisational levels. Alan's expertise is pivotal in propelling businesses to new heights through the effective utilisation of technology.
