SharePoint Task Automation with Power Tools

Job ID: 39911088

Budget: $25 – $70 USD

I need a SharePoint list setup to track tasks bid opportunities, in simple, user-friendly interface, with capability help manage prioritization of bids, if declined and why, track due dates, type of work, who requested bids, customer, market type, bid type, and results if won or not, and some other info.

Key Requirements:
- Progress Tracking: Using SharePoint to track bid decisions, key details, and results.
- Deadlines and Milestones: Integration of deadlines and milestones into the tracking system.
- Resource Allocation: Need a way to allocate and manage resources of who is preparing estimate effectively.
- Email Integration: Tasks updates via email notifications and integration.
- Dashboards: Visual dashboards for an overview of task progress, with ability to create alternate views based on specific needs.

Ideal Skills and Experience:
- Proficiency in SharePoint, Power Automate, and Power BI.
- Experience in designing user-friendly dashboards and management interfaces.
- Strong understanding of task management and workflow tracking systems.
- Good communication skills for integrating email notifications.

We operate in 365 business environment and would like things to work smoothly within our company.

We would want a way to manage preliminary bidding opportunity workforce forecasting for the cumulative bids we choose to include, and overlay this data with an ongoing weekly forecast of actual ongoing work within our company. This is to help determine where our manpower may be pinched, or would be stretched.

I would like easy forms or information that is clean and easy to use for non-tech people, with ability to have clean simplified dashboards that different people in the company can look at. One may like the spreadsheet look, while others may want a calendar view, and another a more graphical view.

I am looking for someone who can deliver a robust tracking system that meets these requirements.