Create Work flow (office 365)
Budget: $30 – $250 USD
I am looking for a freelancer to help me create a workflow in Office 365. The specific tasks that I need to automate in my workflow are task tracking.
The workflow should be compatible with SharePoint, planner, and Microsoft Teams.
Here is our workflow:
* First the auditor receives the docs (doc, xlsx) from the customer.
* the auditor ask the customer for some samples (pdf) .
* after receiving the samples the auditor begin to review all the docs with the sample.
* the auditor prepare the docs after reviewing then send the docs to the supervisor to review and approve it.
* the supervisor review the docs and has 2 options (first return the docs to the auditor to edit it) or (approve it and send it to the next level (the manager)).
* the manager repeats the process (reviewing the docs then has choice to return it to the supervisor or the auditor to edit) or (send it to the next level).
The process could contain 4 or 5 levels till the last approval.
we need to control the tasks and make it appears in ms teams so the the persons could control it from teams.
The freelancer could use (power automate, power BI, approvals, planner, SharePoint, or any other office 365 app except ms projects as we don't have license for it).
We have office 365 basic subscription.
Thanks
The workflow should be compatible with SharePoint, planner, and Microsoft Teams.
Here is our workflow:
* First the auditor receives the docs (doc, xlsx) from the customer.
* the auditor ask the customer for some samples (pdf) .
* after receiving the samples the auditor begin to review all the docs with the sample.
* the auditor prepare the docs after reviewing then send the docs to the supervisor to review and approve it.
* the supervisor review the docs and has 2 options (first return the docs to the auditor to edit it) or (approve it and send it to the next level (the manager)).
* the manager repeats the process (reviewing the docs then has choice to return it to the supervisor or the auditor to edit) or (send it to the next level).
The process could contain 4 or 5 levels till the last approval.
we need to control the tasks and make it appears in ms teams so the the persons could control it from teams.
The freelancer could use (power automate, power BI, approvals, planner, SharePoint, or any other office 365 app except ms projects as we don't have license for it).
We have office 365 basic subscription.
Thanks