Create Task (Microsoft Planner) activity

An activity that creates a task in Microsoft Planner.


Create Task activity

Configure the Create Task activity

Examples

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.

Fields

Field NameDefinition

Display Name

Description:
Specifies the activity name that shows in your process.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None
Accepts Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Description:
Specifies an optional text description for your activity.
Allowed Values:
More than one line of text.
Default Value:
None
Accepts Variables:
No

Create Task Configuration > Basic tab

Specifies the information to create a task in Microsoft Planner.

Figure: Create Task Configuration > Basic tab

Create Task Configuration Basic tab

Fields

Field NameDefinition

Microsoft Planner

Description:
Specifies the access token that connects to Microsoft Planner.
Allowed Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Variables:
No
Example:
Refer to:

Create Add Token icon

Opens this Screen:
Access Token for Microsoft 365
Function of this Screen:
Configure an access token to connect to Microsoft 365.
Example:
Refer to:

Group Name Or ID

Description:
Specifies the name or ID of the Microsoft Planner group for which to create the task.
Allowed Values:
  • A group name from the list.

    When you select the access token from the Microsoft Planner field, this field shows the group names associated with the access token.

  • One line of text (a string) represents a group name.

    If the group name entered in this field does not exist in the Microsoft Planner environment, when this activity runs, the activity creates the group with the name specified in this field.

  • An alphanumeric string that represents a group ID.

    The group ID comes from Microsoft Planner.

Default Value:
None
Accepts Variables:
Yes
Example:
Refer to:
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Plan Name Or ID

Description:
Specifies the name or ID of the plan in which to create the task.
Allowed Values:
  • A plan name from the list.

    When you select the access token from the Microsoft Planner field, this field shows the plan names associated with the access token.

  • An alphanumeric string that represents a plan ID.

    The plan ID comes from Microsoft Planner.

Default Value:
None
Accepts Variables:
Yes
Example:
Refer to:
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Bucket Name Or ID

Description:
Specifies the name or ID of the bucket in which to create the task.
Allowed Values:
  • One line of text (a string) that represents a bucket name in Microsoft Planner.
  • An alphanumeric string that represents a bucket ID.

    The bucket ID comes from Microsoft Planner.

Default Value:
None
Accepts Variables:
Yes
Example:
Refer to:
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Task Name

Description:
Specifies the name of the task to create in Microsoft Planner.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
  • Special characters
Default Value:
None
Accepts Variables:
Yes
Example:
Refer to:
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Start Date

Description:
Specifies the start date for the task.
Allowed Values:
A date from the date picker.
Default Value:
None
Example:
Refer to:
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Due Date

Description:
Specifies the date when the task is due.
Allowed Values:
A date from the date picker.
Default Value:
None
Example:
Refer to:
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Assignee ID Or Email

Description:
Specifies the user ID or email address of the Microsoft Planner user to assign the task.
Allowed Values:
  • An email address from the list.

    When you select the access token from the Microsoft Planner field, this field shows the email addresses associated with the access token.

  • One or more user IDs or email addresses, separated by semicolons (;).

    The user IDs or email addresses must be associated with the Microsoft Planner users.

Default Value:
None
Accepts Variables:
Yes
Example:
Refer to:
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Task Notes

Description:
Specifies a description for the task.
Allowed Values:
More than one line of text.
Default Value:
None
Accepts Variables:
No
Example:
Refer to:
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Store Task ID In This Variable (String)

Description:
Specifies a variable to store the ID of the task.

The task ID comes from Microsoft Planner.

Allowed Values:
A variable.

Format:

  • String

Accepted:

  • Letters
  • Numbers
  • Special characters

Not Accepted:

  • Spaces
Default Value:
None
Accepts Variables:
Yes
Example:
Refer to:
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Create Task Configuration > Advanced tab

Configures the checklist items for the task in Microsoft Planner.

Figure: Create Task Configuration > Advanced tab

Create Task Configuration Advanced tab

Fields

Field NameDefinition

Microsoft Planner

Description:
Specifies the access token that connects to Microsoft Planner.
Allowed Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Variables:
No
Example:
Refer to:

Create Add Token icon

Opens this Screen:
Access Token for Microsoft 365
Function of this Screen:
Configure an access token to connect to Microsoft 365.
Example:
Refer to:

Group Name Or ID

Description:
Specifies the name or ID of the Microsoft Planner group for which to create the task.
Allowed Values:
  • A group name from the list.

    When you select the access token from the Microsoft Planner field, this field shows the group names associated with the access token.

  • One line of text (a string) represents a group name.

    If the group name entered in this field does not exist in the Microsoft Planner environment, when this activity runs, the activity creates the group with the name specified in this field.

  • An alphanumeric string that represents a group ID.

    The group ID comes from Microsoft Planner.

Default Value:
None
Accepts Variables:
Yes
Example:
Refer to:
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Plan Name Or ID

Description:
Specifies the name or ID of the plan in which to create the task.
Allowed Values:
  • A plan name from the list.

    When you select the access token from the Microsoft Planner field, this field shows the plan names associated with the access token.

  • An alphanumeric string that represents a plan ID.

    The plan ID comes from Microsoft Planner.

Default Value:
None
Accepts Variables:
Yes
Example:
Refer to:
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Bucket Name Or ID

Description:
Specifies the name or ID of the bucket in which to create the task.
Allowed Values:
  • One line of text (a string) that represents a bucket name in Microsoft Planner.
  • An alphanumeric string that represents a bucket ID.

    The bucket ID comes from Microsoft Planner.

Default Value:
None
Accepts Variables:
Yes
Example:
Refer to:
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Task Name

Description:
Specifies the name of the task to create in Microsoft Planner.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
  • Special characters
Default Value:
None
Accepts Variables:
Yes
Example:
Refer to:
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Priority

Description:
Specifies the importance of a task.
Allowed Values:
  • Important
  • Low
  • Medium
  • Urgent
Default Value:
None
Accepts Variables:
Yes
Example:
Refer to:
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Progress

Description:
Specifies the status of the task.
Allowed Values:
A status from the list.
Default Value:
None
Accepts Variables:
Yes
Example:
Refer to:
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Labels

Description:
Specifies one or more labels that are used as categories for the task.
Allowed Values:
  • A label from the list.

    When you select the access token from the Microsoft Planner field, this field shows the label names associated with the access token.

  • The line of text represents one or more labels, separated by semicolons (;).

    If the labels entered in this field do not exist in your Microsoft Planner environment, when this activity runs, the activity creates the labels and adds them to the task.

Default Value:
None
Accepts Variables:
Yes
Example:
Refer to:
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Repeating Node

Description:
Specifies a complex schema node from which the values of the node can be added as the checklist items to the task.
Allowed Values:
A complex schema node.
Default Value:
None
Accepts Variables:
Yes
Example:
Refer to:
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Checklist Items

Description:
Specifies the name of the checklist item to add to the task.
Allowed Values:
  • One line of text (a string) that represents a checklist item.
  • A parent node from the complex schema node.

    If you specify a complex schema node in the Repeating Node field, you must specify a parent node in this field.

Default Value:
None
Accepts Variables:
Yes
Example:
Refer to:
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Status

Description:
Specifies the value of the checklist item.
Allowed Values:
  • Checked
  • Unchecked
Default Value:
None
Accepts Variables:
Yes
Example:
Refer to:
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Create Add Token icon

Function:
Adds a row for the CheckList Items and Status fields.
Limitations:

Delete Delete icon

Function:
Deletes the selected row.

Store Task ID In This Variable (String)

Description:
Specifies a variable to store the ID of the task.

The task ID comes from Microsoft Planner.

Allowed Values:
A variable.

Format:

  • String

Accepted:

  • Letters
  • Numbers
  • Special characters

Not Accepted:

  • Spaces
Default Value:
None
Accepts Variables:
Yes
Example:
Refer to:
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?