Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Power Automate - General Discussion
Unanswered

Using power automate to create a sharepoint project management site

Like (0) ShareShare
ReportReport
Posted on 16 Sep 2021 15:56:13 by 15

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!

Categories:

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Warren Belz – Community Spotlight

We are honored to recognize Warren Belz as our May 2025 Community…

Leaderboard > Power Automate - General Discussion

#1
stampcoin Profile Picture

stampcoin 23

#2
Pstork1 Profile Picture

Pstork1 20 Most Valuable Professional

#3
Gprior Profile Picture

Gprior 19

Overall leaderboard
Loading started