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ReportI'm a new Power Automate user, and cannot find exactly what I'm looking for, and maybe my unicorn doesn't exist when I combine all the features I want into one item.
I have an excel workbook/report that contains a list of tasks; the list includes the person responsible for completing the task, definition of the task, the client name, and the transaction that the task is related to. Right now, we have a shared excel workbook, and when an item is completed there is a drop down to mark complete, and conditional formatting strikes through the line item. However, we are trying to better track the life cycle of these tasks and this method leaves a lot to be desired in reviewing efficiencies.
My challenge in searching is that "Tasks", "To Do"... are the words that I would use to define these items, and are the Microsoft program names. My results are always pointing to me to the product based on what term I've used.
Attempt 1: The Excel Document is in Share point and I've been able to successfully connect to Microsoft To-Do (Business), however, I have not been able to figure out how to set the to-do lists to go to the assigned employee to complete the task they all come to me.
Attempt 2: Power Automating from Excel/Share Point to Planner/Tasks got me almost there, but the "Title" field is not long enough for all the data I need to provide with the task, and it does not appear that I can power automate anything to drop more details in the Task's "Notes" field. (Which would be ideal.) This would be my dream if possible.
Any recommendations would be appreciated!
Thank you!
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