More Microsoft Integration: MS Forms, import from MS Planner, possibly Power Automate
Vanessa Culver
First off - Clickup is great! We use it for our general project management within a team to track our tasks. Unfortunately, there is some work we need to use Microsoft tools to track due to some limitations of Clickup. I would love to move 100% over to Clickup!
I've seen other posts about Microsoft integrations, this is to point out a workflow that I was hoping we could integrate with Click-Up:
Importing tasks from MS Planner. The export I receive from MS Planner does not work well with Clickup and has made it hard to figure out how to recreate tasks. I see Clickup is adding this type of integration from other tools, so would make sense to include it for MS Planner.
We use Power Automate (since it talks to all our 0365 apps and accounts) to initiate task creation and email notifications. We start with an MS Form, once it's submitted, it sends a copy of the submission to relevant people, creates a new task in our team in DC Planner, then posts the task information to our team in MS Teams. I do not see a way to replicate this flow with Clickup, so wondering if we could add a connection to Power Automate that can work with this or if the forms in Clickup can become robust enough where we can create fields that are NOT tied to tasks, but can print fields from the form in a task description.
We capture project information from employees and then create a task with the description of the answers they provided (we have multiple choice, multiple responses, text areas, hide/show of questions based on selections), capture their requested deadlines (a 'review' deadline and a 'go live' deadline).
If any of this exists and I missed it, let me know! Thank you!
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