sharing out spreadsheet tasks

Vicki 20 Reputation points
2024-05-15T13:34:40.7466667+00:00

Hi

I have a SharePoint site where the different owners of the project each have their own titles. There is a master RAIDD (Excel spreadsheets) where different people are assigned tasks. I'd like it so the master spreadsheet is updated but then in each of the project areas there is a spreadsheets that shows the tasks for that owner only.

So basically I'd like to update the master spreadsheet, but then the individual tasks be sent to the individuals spreadsheet. There is no need to feedback to the master spreadsheet.

What would be the best way to set this up?

Excel
Excel
A family of Microsoft spreadsheet software with tools for analyzing, charting, and communicating data.
1,522 questions
SharePoint Workflow
SharePoint Workflow
SharePoint: A group of Microsoft Products and technologies used for sharing and managing content, knowledge, and applications.Workflow: An orchestrated and repeatable pattern of business activity, enabling data transformation, service provision, and information retrieval.
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Accepted answer
  1. Haoyan Xue_MSFT 20,506 Reputation points Microsoft Vendor
    2024-05-16T01:37:19.51+00:00

    Hi @Vicki ,

    Thank you for posting in this community.

    I read your question carefully, consider customizing SharePoint using Power Automate (formerly known as Flow). Since Power Automate is currently not supported in the Q&A forum, and my knowledge of it is limited, I suggest you start a new discussion in the Power Automate Community on this issue so that you can get more professional help, there will be very professional people to tell you the steps on how to realize this function.


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