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.I need to update planner so my team can see: 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. 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. I am having similar questions with the use of flow.
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