Business Process linking with Excel and To Do

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Posted on by jwenzChubb

Hello highbrow helpers,

I have a process with about 50 steps. Most are 1 and done and not formally tracked (currently) but instead trusted. Moving forward, I need to track them.

Of the 50, a few are complicated and have subprocesses. Most of these complicated steps are currently tracked in excel.

I was thinking I would track an overview of the entire process from start to finish with a Microsoft To Do list. And hoping I can integrate the online excel table I currently use into the list. Or vice versa.

The process is mostly back and forth emails, collecting documents and getting approval. I'm excited to hear what the community thinks!

Thank you!

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