Forum Discussion
Taylor1930
Apr 09, 2021Copper Contributor
Update Planner Task by inputting information in Excel
Hello,
I am trying to figure out a way to update task in Planner, have task completed that are linked to Excel. If someone input data into a field or multiple fields, I want to be notified as a completed task in Planner.
Not sure If Power Automate can help in this. I know there are ways to link Planner and Excel for similar functions and usual vice versa. I am a manager of a sales team and we want to track the progress of our sales reps' as they go through a list a leads in excel. When they complete 25 leads, I would like for that task to be completed in Planner.
Is there anyway to achieve this?
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