Create Task (Microsoft Planner) activity

Full documentation coming soon.


Create Task activity

Configure the Create Task activity

Prerequisites

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In Process Builder, in the Activity Library, open the Microsoft Planner tab.

    Microsoft Planner tab
  3. On the Microsoft Planner tab, drag the Create Task activity onto your process.

    Drag Create Task activity

General Configuration

Specifies the basic settings for the Create Task activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Create Task Configuration > Basic tab

Full documentation coming soon.

Figure: Create Task Configuration > Basic tab

Create Task Configuration Basic tab

Create Task Configuration > Advanced tab

Full documentation coming soon.

Figure: Create Task Configuration > Advanced tab

Create Task Configuration Advanced tab