Create a To Do Task from a Teams Message

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”
Image of Flow types
Choose the flow type
  • Select the “For a selected message” trigger from Microsoft Teams
Select a Trigger
Select a trigger
  • Next step is to edit the adaptive card by clicking on the button that says just that
The trigger in flow
  • I have created a simple Adaptive Card from the default template generated as part of the trigger
Image of editing the adaptive card
edit the adaptive card
  • 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
Image of editing the action
edit the 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
Image of selecting a message in Teams
select a message in team
  • Selecting you Flow will bring up the Adaptive Card
Image of completing the adaptive card
Fill in the adaptvie 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
Image of viewing the task
view the task in “tasks/planner” in teams

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!

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