I am not completely sure of the whole process but have tried to understand how people are connecting their excel files and thought I had done this correctly but I keep getting fails so please assume I know nothing! I have uploaded my excel file to One Drive but sadly nothing is working.ĭo I have to name the my excel fields in a specific way? If possible I would like to show completed tasks using a colour (GREEN) and tasks not completed (RED).
updated schedule showing what is not completed but showing the estimated dates of future appointment ahead which I enter manually. Task office update#
I need to update planner so my team can see: See business plans and pricing See enterprise plans and pricing See your tasks where you work Stay focused and productive wherever you go. I visit several businesses to undertake various tasks and stay for about 14 days at each appointment then I move around the country to new appointments. Task management in Microsoft 365 Easily manage tasks across Microsoft 365 Access and update your tasks as you work, no matter which app you’re using. Once uploaded I would like the updated results to show in Planner automatically. I am trying to have my my excel file update Planner with scheduling tasks. The only reason there is an excel file used in step 4 is because I do not know of any way to see Planner data in a list form with custom columns to show all prices returned from vendors for that project.Ĭan you help me minimize my data entry by automating any of these steps?
At completion of project all items, cloud-based program, excel, and planner then get marked as completed. Take specific data from Excel and enter it to Planner. The excel file has more columns for data. Take basic data from cloud program and paste/ manually enter to excel file. Manually Send email as bcc to my carriers asking for bids on a truck move based on data entered / exported from the cloud program. No automatic export or data sync available yet). Enter data onto cloud-based truck scheduling program. Below is my current process that I am trying to automate. Or if something other than an excel file would work better to capture this data, I would be happy to take suggestions. Looking at what tools are available to me I think a flow would work best from an excel to a planner task. We want to see this in a calendar format. I then need to get this info on a platform where I can track my dates, status, and other details. I am trying to consolidate steps as I need to mirror entries from an independent cloud program to the excel list. I have an excel list I use to track truck moves, quotes, dates, and material. If you no longer need someone on your plan, select the arrow next to the plan members, point to the person you're removing, select the three dots, and then choose Remove.I am having similar questions with the use of flow. You can also change the Board to be grouped by Assigned to, and then drag tasks between the columns for each person on your team. When any team member marks the task complete, it's marked complete for all team members. You can assign a task to more than one person. When a task is being worked on by more than one team member, you can assign it to up to 11 people so that they can all see it in their Assigned to me list. If the right person isn't listed, type a name or email address in the search box to add someone new. You can assign someone when you create a task. Add a task name, and then select Assign to choose a plan member from the list. When you're ready to decide who's doing what, there are several ways you can assign tasks to people in Planner. Office for business Microsoft Planner More.
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