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Automating Excel Spreadsheet task list

Hi,

 

I'm just looking for some advice on possible best ways of automating a task list we've been given from area of our business. 

 

They currently have a list of jobs that are all recorded in a spreadsheet for compliance purposes with different people allocated to the tasks as well as due dates. 

 

They'd like a power automate/logic app to look up this spreadsheet (if possible), create a task/calendar reminder on the due date + 1 week prior to the due date for the allocated peoples' calendars as well as probably a task in planner so that they're able to mark it as complete too.

 

It would ideally need to look up the existing spreadsheet to create all the current tasks, as well as when they add new ones too.

 

Just wondered what you may think the best format would be to have the data in in the first place? Screenshot below of some of the information that's needed.Annotation 2020-05-20 173315.png

 

Any help is massively appreciated. Louie

 

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Community Support

Re: Automating Excel Spreadsheet task list

Hi @louielt ,

 

Does the excel table have a status column that save the status of the task?

Do you want to create all the tasks in outlook calendar and mark task in the table as finished?

If yes, it is easy and you could refer to screenshot below to create the flow:

1.png

 

And you need to create a key column in the table for identify each row in the table, the value in the key column should be unique.

 

Best regards,

Alice   

Community Support Team _ Alice Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
Highlighted
Community Support
Community Support

Re: Automating Excel Spreadsheet task list

Hi @louielt ,

 

Does the excel table have a status column that save the status of the task?

Do you want to create all the tasks in outlook calendar and mark task in the table as finished?

If yes, it is easy and you could refer to screenshot below to create the flow:

1.png

 

And you need to create a key column in the table for identify each row in the table, the value in the key column should be unique.

 

Best regards,

Alice   

Community Support Team _ Alice Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

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