File Sharing Problems

How to Save Microsoft Planner Attachments in a Specific Folder

Rana Garcia Sep 27, 2026 870 views

Question details

The user wants to organize Microsoft Planner task attachments by saving them directly into a designated subfolder instead of the default SharePoint Documents library.

How to Save Microsoft Planner Attachments in a Specific Folder

Product: Microsoft Planner
Device & OS: not provided
Scenario: Organizing task files and attachments within a Microsoft Planner connected site.
Observed behavior: Attachments are saved to the root Documents library by default, complicating file organization and lacking native subfolder targeting.

Before you start

Ensure you have access to Microsoft Power Automate and sufficient editing permissions to create flows and manage files within the connected SharePoint site's Documents library.

Solution 1Recommended

Use Power Automate to Move Files to a Specific Subfolder

Create an automated workflow using Power Automate to detect new Planner attachments and move them to your preferred SharePoint folder.

By default, Microsoft Planner stores all task attachments in the root Documents library of the connected SharePoint site. To override this behavior, you can set up a Power Automate flow that triggers whenever a new file is added.

Create a new Power Automate flow

Go to Microsoft Power Automate, click on 'Create', and select 'Automated cloud flow'. Give your flow a name.

Set the SharePoint trigger

Choose the trigger 'When a file is created (properties only)' for SharePoint. Select your Planner's connected site address and the default Documents library.

Add a filtering condition (Optional)

Click 'New step' and add a 'Condition' action if you only want to move specific files based on their file name, path, or task properties.

Add the Move file action

Add a 'Move file' or 'Copy file' SharePoint action. Specify the source file identifier from the trigger step and define the destination subfolder path where you want the attachments saved.

Update the Planner task details

Add the Planner 'Update task details' action. Map the newly moved file's link back to the task so the attachment link does not break.

Use Power Automate to Move Files to a Specific Subfolder

Updating Task Links: If you move the file after it is attached to the Planner task, the original link in the task might break. Always include the 'Update task details' action in your flow to refresh the attachment URL.

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While Microsoft Planner manages your tasks, having a reliable document suite is essential for handling the attachments themselves. WPS Office is a highly efficient, lightweight, and free alternative to Microsoft Office for creating, editing, and managing your documents.

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Frequently Asked Questions

Can I change the default attachment location directly in Planner?

No, Microsoft Planner does not currently offer a built-in setting to change the default upload location. All files attached to tasks go to the connected SharePoint site's default Documents library.

Will moving the file break the attachment link in the Planner task?

Yes, if you manually move the file or use a basic SharePoint move action, the link in Planner will break. You must use Power Automate to update the task details with the new file link after moving it.

Does Power Automate require a premium license to move SharePoint files?

Standard SharePoint and Planner actions in Power Automate are typically included in most Microsoft 365 business and enterprise subscriptions, so no premium license is usually required for this specific automation.

Document & File Issues