Microsoft 365 Job Management System

I want to consolidate our day-to-day job management inside Microsoft 365 and need a working solution that ties together task tracking, project documentation, and automated scheduling/reminders.

Task tracking must live in an Excel-based register—think a smart workbook that captures task owner, status, due dates, and automatically stamps progress history. I still want the information surfaced in SharePoint pages or Planner boards if that makes collaboration easier, but Excel remains the single source of truth.

For documentation, the build should create a SharePoint site with two libraries: one for structured files & reports and another for lighter collaboration notes. Quick links, versioning, and search need to be enabled so the team can pull up the right material in seconds.

Scheduling and reminders have to appear directly in Outlook Calendar and Teams notifications. Power Automate flows should watch the Excel tracker and SharePoint libraries, then:

• create or update calendar events when deadlines change
• send adaptive-card reminders to task owners as due dates approach
• flag overdue items to a central “At Risk” channel

I’ll consider the project complete when:
• the Excel tracker is fully formatted, locked down with the agreed columns, and stored in SharePoint;
• SharePoint site structure, permissions, and navigation are live;
• Power Automate flows run error-free and fire the right notifications;
• a brief hand-off guide (screenshots or short video) shows my team how to use and maintain the solution.

All components must stay inside the standard Microsoft 365 stack—no third-party add-ins.