![]() ![]() Microsoft Planner, a relatively new tool available exclusively to Office 365/Microsoft 365 subscribers under most business and education plans, is meant to solve this problem by helping teams plan projects, assign tasks, share information, and collaborate. Teams working on projects together need a central place not only to store documents and files but also to provide a “single version of the truth” when it comes to distributing work through tasks and tracking progress. Tracking who is responsible for what, what deadlines exist, what the objectives of the project are, and all of the attendant supporting documentation and materials can be very difficult - or perhaps just time-consuming. Go to the responses tab and click “export to excel”Ĥ.Have you ever worked with several other members of your organization on a single project? You probably have, in which case you know that as soon as more than two or three people get together and start planning things, staying organized is difficult. Create a form in Microsoft Forms with the information you are wanting to collectģ. Here’s What I Did: The Setup – Create a Form, List and Planner Tabġ. Although it might feel new, you will be surprised at just how easy they have made it. Microsoft and many other software programs are unleashing powerful components of IT and putting it right into the hands of everyday people, like me (and maybe you!). That version of IT, where only one person is knowledgeable enough to interact with it, is on it’s way out. Don’t be afraid! If automation tools are new to you, this might all seem foreign and that we shouldn’t touch it unless we have 20 years of IT experience on our resume.Once info is mapped in a List, you can easily pull that data to other apps. ![]() Sharepoint Lists is the database power engine behind most of Microsoft 365. I’ll be honest, I don’t quite understand this one yet, but I’ll show you below why it mattered to me. All info should flow through Sharepoint Lists.These are so easy to use and can get up and running in less than 10 minutes (dare I say, even 5). Power Automate has a collection of prebuilt templates that make a great starting point when you are just dipping your toes in the water.Step 3: Test and Deploy Here are a few tips I learned along the way: Then, the info would flow through Sharepoint Lists, to a Planner Task, an email to the submitter and to me, and a post in Teams. We worked together to create a flow that started in Microsoft Forms, a similar form designed to gather details about a coworkers request. Michael is new on our team is a Power Apps developer, I contacted him on his second day in the office □ I couldn’t quite get it right, until we hired Michael Rolen. I’ve dabbled with some automation tools in the past like Zapier and IFTTT so the concept wasn’t foreign to me. For example, post in Teams when a Planner task is completed or a bit more complex like adding a contact to your email list when they you on Twitter. You can automate simple tasks to save time and help keep your team on the same page. Power Automate is basically is an app connector that works especially well inside of Microsoft 365. Then I learned about Microsoft Power Automate. This required 3-4 different apps to track one simple project, each app with a different login, a different screen, and I knew there must be a better way. Finally, I would go to Microsoft Teams to find the right channel to alert other team members about the request. I would then create a task in another third-party to-do app that only the marketing team used and would paste in relevant details. Previously, I built it in a third-party survey tool and then set the alert email to be the Teams channel email so our whole team would get notified when a new request was put in. I’ll give a tangible example.Īt Worksighted, I’ve built a form that my coworkers are prompted to fill out whenever they have a Marketing Request. Some even brag about the depth of their MarTech stack, but I’ll be honest it’s getting a little old. As a Marketer, I’m used to using a variety of tools and apps in my day to day work. ![]()
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