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How to Send Outlook Emails to Microsoft Planner as Tasks

Huma Ashraf Ch Oct 12, 2026 870 views

Question details

The user needs to turn incoming emails in Microsoft Outlook directly into tasks within Microsoft Planner.

How to Send Outlook Emails to Microsoft Planner as Tasks

Product: Microsoft Outlook / Microsoft Planner
Device & OS: not provided
Scenario: Streamlining workflow by automatically or manually converting important email messages into actionable tasks on a Planner board.
Observed behavior: Microsoft Outlook does not currently offer a built-in, universal 'Send to Planner' command, requiring a workaround to bridge the two applications.

Before you start

Ensure you have an active Microsoft 365 business or enterprise subscription with access to both Microsoft Planner and Power Automate before attempting to set up this workflow.

Solution 1Recommended

Use Microsoft Power Automate to Create Planner Tasks

Since Outlook lacks a native button, Microsoft Power Automate is the recommended workaround. You can build an automated flow that triggers task creation whenever an email is received or flagged.

Power Automate connects Microsoft 365 services together. By setting a specific trigger (like flagging an email in a specific folder), you can automatically extract the email's subject and body and push them into Microsoft Planner as a new task.

Sign in to Power Automate

Navigate to the Power Automate web portal and log in using your Microsoft 365 account credentials.

Create a new automated flow

Click on 'Create' in the left-hand navigation pane, then select 'Automated cloud flow'. Assign a name to your new flow.

Select an Outlook trigger

In the trigger search bar, type 'Outlook'. Select a suitable trigger for your workflow, such as 'When an email is flagged (V4)' or 'When a new email arrives (V3)'.

Add the Planner action

Click 'New step', search for 'Planner', and choose the 'Create a task' action from the list of available operations.

Map the email details to the task

Select the Group ID and Plan ID where you want the task to appear. Set the 'Title' field to dynamic content like the email's 'Subject'. Save the flow and test it by flagging a recent email in your inbox.

Use Microsoft Power Automate to Create Planner Tasks

Community Support: If you encounter difficulties configuring your flow, you can find expert guidance and templates in the official Power Automate community forums.

Solution 2

Submit a Feature Request via the Feedback Portal

If automation is not suitable for your needs, you can request a direct integration from Microsoft for future updates.

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Frequently Asked Questions

Can I simply drag and drop an Outlook email into Planner?

No, Microsoft Planner currently does not support dragging and dropping emails directly into the application interface to create tasks. You must either use a Power Automate flow or manually copy and paste the email contents.

Is Microsoft Power Automate free to use for this flow?

The standard connectors for Outlook and Planner are included with most Microsoft 365 business and enterprise licenses at no additional cost. However, if your flow requires premium connectors, an additional license may be required.

Will the Planner task automatically update if I receive a reply to the original email?

By default, the Power Automate flow triggers only once when the initial conditions are met (e.g., when the email is flagged). Subsequent replies to that email thread will not automatically update the existing Planner task unless you build a more complex, multi-step flow.

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