When
a person has been assigned a SharePoint task it is convenient
if he/she gets an instant message the task has been created.
Such a message can be sent automatically with a flow.
In the demo below, Peter Kalmström, CEO and Systems Designer
of kalmstrom.com Business Solutions, shows how to create
a flow that sends a Skype for Business message to persons
who have been assigned new tasks in a SharePoint list. If
the organization uses only Teams, the message will instead go
to a “Just me” chat in Teams.
Peter shows how to include a link to the new list item in
the message, but if you add more dynamic fields to the flow,
the message can give more information, for example on priority.
Steps to create a flow that sends an IM to the assigned
At https://flow.microsoft.com/, go into 'My Flows'
and click on New'. Select to create an automated blank
flow.
Name the flow and select the trigger 'SharePoint,
When an item is created'.
Select the SharePoint site URL, or enter the URL
as a custom value.
Select the SharePoint list or enter its name as
a custom value.
Click on 'New step'.
Select the Skype for Business action 'Send an instant
message'.
At 'To', add the dynamic content 'Assigned to Email'.
In the message field, add suitable text and dynamic
content. (Peter adds the dynamic content 'Task Name'
and 'Link to item'.)
Save the flow.
Test the Flow by performing the trigger action:
Create a new item in the task list and make sure that
a message is sent to the assigned person and contains
the information specified in step 8.
When
a person has been assigned a SharePoint task it is convenient
if he/she gets an instant message the task has been created.
Such a message can be sent automatically with a flow.
