Oh, how I have been waiting for this!

As I successfully get more communications in Teams, unfortunately I 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 less reasons to leave Teams.

Now to the issue at hand – how do I create a To Do task from a Teams message?

Well, actually, it is really simple:

Step 1 – Create a New Flow

• You need a new Flow, but make sure it is “Instant – from Blank”

• Select the “For a selected message” trigger from Microsoft Teams

• Next step is to edit the adaptive card by clicking on the button that says just that

• I have created a simple Adaptive Card from the default template generated as part of the trigger

• The Task Title input is called “taskTitle” and Due Date is a an input called “taskDueDate”
• I have put some text make it clear which task list the task will be created in
• Next step is to add an Action
• Select the “Add a to-do (V2)” action

• 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
• Give your Flow a name and save it

Step 2 – Now over to Teams

• When you select a conversation as if you were going to react to it, select the elipsis to see “More Options”
• Select “More actions”
• You should see you Flow showing in the list of actions

• Selecting you Flow will bring up the Adaptive Card

• Enter your title and a date if you want to
• Go to “Planner” (Soon to be Tasks) in Teams
• 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 clikc 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!