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How to Automatically Copy Planner Tasks Between Plans via Power Automate

Maira Mehtab Sep 22, 2026 868 views

Question details

The user needs to copy tasks automatically from a business unit plan to an organizational plan in Microsoft Planner when a task's bucket changes.

Product: Microsoft Planner and Power Automate
Device & OS: not provided
Scenario: Synchronizing tasks automatically between different plans based on bucket modifications.
Observed behavior: A workflow is required to detect bucket changes in the source plan and trigger task creation in the destination plan.

Before you start

Ensure you have an active Microsoft 365 subscription with access to both Microsoft Planner and Power Automate, and verify you hold member permissions in both the source and destination plans.

Solution 1Recommended

Create a Power Automate Workflow to Copy Tasks

Set up an automated cloud flow in Power Automate to monitor bucket changes and duplicate the task into the organizational plan.

Microsoft Planner does not have a native feature to automatically sync tasks across different plans based on bucket changes. However, this automation can be built using Microsoft Power Automate by setting up a specific sequence of triggers and actions.

Start a new flow

Navigate to Microsoft Power Automate, click on 'Create' in the left sidebar, and select 'Automated cloud flow'.

Set the trigger

Search for the Microsoft Planner connector and choose the 'When a task is modified' trigger. Select the source business unit plan.

Add a bucket condition

Insert a 'Condition' control step. Set the logic to check if the 'Bucket ID' of the modified task matches the specific bucket ID you want to monitor.

Create the destination task

In the 'If yes' branch, add the Planner 'Create a task' action. Select the destination organizational plan and map the dynamic content (such as Title, Start Date, and Due Date) from the source task to the new task.

Community Support: For detailed connector configurations or troubleshooting complex conditional logic, consider posting your workflow design in the Microsoft Power Platform Community.

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Frequently Asked Questions

Can I move a task between Microsoft Planner plans natively without Power Automate?

Yes, you can manually move or copy tasks between plans. Click the three dots on a task card, select 'Copy task' or 'Move task', and choose the destination plan from the dropdown menu.

Do I need a premium license to use Power Automate with Planner?

Standard Microsoft Planner connectors are typically included with most Microsoft 365 enterprise and business subscriptions, meaning you usually do not need a standalone premium Power Automate license for this basic workflow.

How do I find the specific Bucket ID in Power Automate?

When building your flow, you can find the Bucket ID by temporarily adding a 'List buckets' action for your specific plan, running a test, and reviewing the output data. Alternatively, the condition dropdown sometimes populates the available buckets automatically.

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