Skip to content

Automate the organization of Message Center messages in Planner with buckets and labels

License

Notifications You must be signed in to change notification settings

cdbuzzell/MessageCenterTracking

Repository files navigation

Message Center Tracking

Automate the organization of Message Center messages in Planner buckets and use labels to quickly identify which message require immediate attention

To get the Message Center messages into Planner so you can start managing/assigning them, start by following this guide: Track message center tasks in Planner - Microsoft 365 - Microsoft Planner | Microsoft Learn

Planner Buckets

Set up Planner buckets and labels

  1. This flow assumes we have a bucket for every product (which I get from the task title)

    • For example: task with title [SharePoint Online] OneDrive admin blah blah blah goes in the SharePoint Online bucket

    • This flow also now supports mapping the product/service from the message title to any bucket you want. This is done with a simple SharePoint list in the next section.

  2. Create one bucket in your Planner plan for each of the following (assuming you checked all services when setting up the flow), if you want buckets that correspond to services. If you want your own buckets (like Collaboration, Security, Messaging, etc.), create those and populate the mapping table in the next section.

    Exchange Online
    SharePoint Online
    Yammer
    Microsoft 365 suite
    Office for the web
    General announcement
    Planner
    OneDrive for Business
    Microsoft Teams
    Microsoft Forms
    Identity Service
    Microsoft 365 Apps
    Dynamics 365
    Power Apps
    Microsoft Defender for Endpoint
    Microsoft Power Automate
    Microsoft Power Automate for Microsoft 365
    Skype for Business
    Windows
    Microsoft Viva
    Azire Information Protection
    Microsoft 365 Defender
    Microsoft Bookings
    Stream
    Universal Print
    Power BI
    
  3. Note: if we don't have a bucket for the associated product name (they've used a few I didn't have in the past couple months), the task will just stay in the default bucket.

  4. Edit the following label names:

    Label color Label name
    Red Prevent or Fix Issues
    Yellow Plan for Change
    Green Stay Informed
  5. TODO: Tags in the message look helpful, maybe we should map these to labels as well to be able to quickly identify User impact, for example

Create and populate the SharePoint list to map messages to buckets

  1. Create a list on the SharePoint site associated with your Planner plan named Config-MessageMapping and add one Text column (in addition to the Title column): BucketName

SharePoint List Columns

  1. Add rows to the list to map incoming message titles (text inside the [] brackets) to buckets.
    • If there isn't an entry in this list for a message title, the flow will just try to put it in a bucket with that name without mapping.
    • The BucketName you enter must be the exact same as a bucket you have created in Planner

SharePoint List Data

Dynamics 365 Apps, Microsoft Power Automate, Power Apps
Microsoft 365 Apps, Microsoft Teams
Microsoft 365 Defender, Microsoft Defender for Cloud Apps
Microsoft 365 Apps, Microsoft 365 suite
OneDrive for Business, SharePoint Online
Microsoft 365 Apps, Office for the web
Azure Information Protection, Microsoft 365 suite
Exchange Online, Microsoft 365 Defender
Microsoft Teams, Microsoft Viva
Universal Print
Microsoft Managed Desktop
Microsoft 365 Apps, Microsoft Teams, Office for the web
Microsoft Intune
Exchange Online, Microsoft 365 Apps
Power BI, SharePoint Online
Microsoft Teams, Office for the web
Sway
Office for the web, SharePoint Online
OneDrive for Business, SharePoint Online
Exchange Online, Microsoft 365 Apps, Office for the web

Import and update the flow

  1. After you’ve got the Track message center tasks in Planner flow working, follow these instructions to import the Move Message Center tasks v2 flow working into your environment.

  2. After you import the flow into Power Automate, you’ll need to make some changes:

  3. In the trigger (first action) select your Recurrence schedule

Recurrence

  1. In the Initialize Default Bucket variable action, populate the value with the ID of the bucket that all tasks get dropped into. You can determine the Bucket ID using this guide

Initialize default bucket variable

  1. In the List tasks action, select your Group and Plan

List tasks

  1. In the Get config items action, select your Site and List

Get config items

  1. In the List buckets action, select your Group and Plan

List buckets

  1. If you wanted to assign the task to someone, you could add an action below to Add assignees to a task (I did NOT do this yet).

Planner Add assignees to a task

  1. Save and enable the flow. You can run the flow now and/or wait for it to run on your specific schedule.

If the import fails

If the import fails in Power Automate, use this document to manually create flow. If you name the actions exactly the same as I did, you can copy/paste most of the values into the actions.

About

Automate the organization of Message Center messages in Planner with buckets and labels

Resources

License

Stars

Watchers

Forks

Releases

No releases published

Packages

No packages published