How to automate using flow to create reminder when a new item is added in list

Question

hi i am using a Microsoft list and i want to create a TODO when a particular person is selected in Microsoft list while creating a new item

Answer 1

Hi @sandhya mittal

To automate the creation of a reminder when a new item is added to a Microsoft List, you can use Power Automate (formerly Microsoft Flow). Below is a step-by-step guide on how to set up a flow that triggers when a specific person is selected in the list and creates a To-Do task.

Steps to Automate with Power Automate:

1. Create a New Flow

• Go to Power Automate.
• Click Create → Automated cloud flow.
• Name the flow and choose the trigger "When an item is created" in SharePoint.

2. Configure the Trigger

• Select the SharePoint site where your Microsoft List is stored.
• Choose the List Name.

3. Add a Condition to Check for a Specific Person

• Click New step → Condition.
• Select the Person or Group column from your list.
• Choose "is equal to" and enter the name of the person (or dynamically reference the value if it varies).

4. Add an Action to Create a To-Do Task

• Under "If Yes", click New step → Choose an action.
• Search for "Microsoft To-Do" and select "Add a to-do (V3)".
• Configure the task:
  • Task name: Use dynamic content (e.g., Title from the list item).
    • Due date: Set a default or use a calculated date.
      • Assign to: Use the same person from the list column.

5. Save and Test the Flow

• Click Save and test by adding a new item to the Microsoft List.
• Ensure that when the selected person matches, a task is created in Microsoft To-Do.

Optional Enhancements

• Send an email notification when the task is created.
• Use adaptive cards in Teams for better integration.

This approach ensures that every time a relevant item is added to the list, a To-Do task is automatically created, improving workflow efficiency. Let me know if you need further refinements.To automate the creation of a reminder when a new item is added to a Microsoft List, you can use Power Automate (formerly Microsoft Flow). Below is a step-by-step guide on how to set up a flow that triggers when a specific person is selected in the list and creates a To-Do task.

Steps to Automate with Power Automate:

1. Create a New Flow

• Go to Power Automate.
• Click Create → Automated cloud flow.
• Name the flow and choose the trigger "When an item is created" in SharePoint.

2. Configure the Trigger

• Select the SharePoint site where your Microsoft List is stored.
• Choose the List Name.

3. Add a Condition to Check for a Specific Person

• Click New step → Condition.
• Select the Person or Group column from your list.
• Choose "is equal to" and enter the name of the person (or dynamically reference the value if it varies).

4. Add an Action to Create a To-Do Task

• Under "If Yes", click New step → Choose an action.
• Search for "Microsoft To-Do" and select "Add a to-do (V3)".
• Configure the task:
  • Task name: Use dynamic content (e.g., Title from the list item).
    • Due date: Set a default or use a calculated date.
      • Assign to: Use the same person from the list column.

5. Save and Test the Flow

• Click Save and test by adding a new item to the Microsoft List.
• Ensure that when the selected person matches, a task is created in Microsoft To-Do.

Optional Enhancements

• Send an email notification when the task is created.
• Use adaptive cards in Teams for better integration.

This approach ensures that every time a relevant item is added to the list, a To-Do task is automatically created, improving workflow efficiency. Let me know if you need further refinements.

Answer 2

First create a people picker column in the Microsoft list. Then create a flow as following picture show.

In the condition, set person email equal to the email address of the user.

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