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Checklist App

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Posted on by kp_wood13

Ok complete newbie here but I'm looking to take a spreadsheet based checklist that our PMs use (copy for each project they run) and turn it into a Power App or List or Form so that I can setup a template/app for them once and they can create a copy for each of their projects. I'd like it to be easily updatable by the PM's on the fly and also something I can report on with Power BI. Any suggestions how to approach this?

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jrletner 720 Super User 2025 Season 2 on at

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Have you tried starting a new Power App by uploading the spreadsheet? Copilot will generate an app for you based off of the spreadsheet.

You should see a "Start with Data" option on the make.powerapps.com site.

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kp_wood13 4 on at

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Yeah and what came out wasn't particularly usable, been watching videos to learn how to clean it up.

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jrletner 720 Super User 2025 Season 2 on at

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That stinks. Can you share more on what you're seeing and what you need help cleaning up? I'm happy to help any way I can.

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kp_wood13 4 on at

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I created an MS List based on the Excel document, thinking that might make it easier (first picture below). I then went through the Integrate menu to create a Power App with it, but it seems to have just listed everything out. If you're looking at the list, I only need the project managers to be able to edit the Task Status, RITMs, and Owner fields. The rest ideally are static. I'm also trying to get this to a point where the lists/forms are all saved in a manner that I can easily create a Power BI report to roll them up or identify projects that haven't completed their checklists to where they are in the project.

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