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Power Platform Community / Forums / Power Automate / Linking Microsoft To D...
Power Automate
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Linking Microsoft To Do with Excel to-do list (and vice versa)

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I currently utilise a homemade excel format task tracker which i've used for many years but i've been looking at ways i can better integrate with Outlook and OneNote, such that i can send tasks/actions captured in meeting notes and emails directly to the excel task tracker, to avoid any need for manual transcription and risk of items being missed. I've experimented with Microsoft to do, which integrates nicely with both outlook and OneNote (sending flagged items from either system direct to MS To Do), however the formatting of MS To do is not the most user-friendly and all the items tend to blend into one because of the limited formatting options within the tool.
 
For this reason, i'm looking to try and link MS To Do direct with my current excel tracker. What i'm aiming to do is:
 
1. When a new item is added to MS To-Do, push this record through as a new row within the existing table within my Excel task tracker
2. When an item is marked as 'Complete' within MS To-do, push this update to the entry within my excel task tracker, such that it reflects as 'Complete'
3. When an items is marked as 'Complete' within the excel task tracker, push this update through to MS To-do, such that it reflects as complete within Ms To-do.
 
My experience with power automate is limited at best but I understand the above goals are feasible and would appreciate any support you could provide. Below is a screenshot of the current excel task tracker headers.
 
Thanks
 
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  • Expiscornovus Profile Picture
    33,830 Most Valuable Professional on at
     
    Two way sync setup can always be challenging because of you could potentially run into a race condition bug. And it can also cause infinite loops within Power Automate flows as well.
     
    My suggestion would be to only update the status in the To Do tasks (the operational side of things) and use the Excel tracker just for reporting (and don't edit the status of tasks over there). That would make things a lot easier. Just my 2 cents.


     
    Happy to help out 😁

    I share more #PowerAutomate and #SharePointOnline content on my Blog, LinkedIn, Bluesky profile or Youtube Channel

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