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Kristine2021's avatar
Kristine2021
Copper Contributor
Oct 07, 2022

Client List in Planner

I would like to be able to somehow associate tasks in Planner, with clients.

 

Scenario: I work at a small accounting firm. We file corporate tax returns for approximately 150 clients. I would like to be able to create the task, "Documents signed by client for EFILING" for each client. In other words, 150 of the same task to be completed per fiscal year.

 

I have created a List of our clients in Sharepoint and I've been using that successfully in PowerApps, but I don't think(?) I can connect those two environments--Sharepoint and Planner?

 

I thought perhaps I could create a label per client, but there are only 25 labels... I'd need at least 150, and it would just grow from there.

 

Anyone have a suggestion?

 

Thanks in advance,

Kristien

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