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mitchelljz
Regular Visitor

Using power automate to create a sharepoint project management site

Hello,

 

I am looking to create a project management site in sharepoint using some of power automate and was hoping to get some feedback/ideas. How Ive started the process is by creating a microsoft form and linking it to a list in my sharepoint site connecting all the relevant information with power automate. Typically with these projects there are 4 different stages it will pass through in its life cycle, with different tasks depending on what stage it is in (although the tasks wont change between projects). Usually we will have anywhere from 10-30 projects that we are working on at any given time. I am looking to centralize some of this information to make it easier for all of the different functions that are involved.

 

The main issue that I am running into is how to approach the tasks. The flow I have set up now, populates fields into a sharepoint list when a microsoft form is submitted. I also want it to then create the beginning set of tasks with power automate. So say someone submits a new project it will automatically populate into the stage 1 list I have generated into sharepoint, how do I automatically set up the designated tasks that go along with stage 1? 

 

Then I am running into issues with how to transition things between stages. Say that I have completed all or most of the tasks in stage 1, and I have gotten approval to move forward to stage 2- how do I set up a flow so that once a project is approved into stage 2 it will move the project into the stage 2 list and generate all of the stage 2 tasks. Also, I want to still be able to see all of the completed tasks and outputs of tasks that happened in stage 1 once it moves into the next stage. 

 

I am not sure how to accomplish this or if it is even feasible using these apps. Any feedback would be appreciated!

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