SharePoint Meeting Management Workflow
Budget: $250 – $750 USD
We have recently started to design a SharePoint page to be used for our running weekly or monthly meetings. This page will be updated by managers on a weekly basis either through the grid view tables or a linked excel sheet (or any other alternative that is better), therefore ease of use is a must.
Some of the features we require on the page are as follows:
- Business Dashboard - updated and generated through a linked Excel sheet, and projected by PowerBI or an Excel Dashboard.
- Automated Task Creation in Planner when an item has been created in a table on SharePoint and vice versa, when tasks are closed on Planner, they reflect an updated item in SharePoint
- A slide deck must be shown on the page, this will be a running slide deck that will be updated on a weekly basis so a slide range will be shown according to the week date or meeting number.
We really want this to be a seamless tool for our meetings so it can be quickly updated prior to and during the meetings. So if you already have an idea on how to do this, or have done similar projects in the past that would be great!
Some of the features we require on the page are as follows:
- Business Dashboard - updated and generated through a linked Excel sheet, and projected by PowerBI or an Excel Dashboard.
- Automated Task Creation in Planner when an item has been created in a table on SharePoint and vice versa, when tasks are closed on Planner, they reflect an updated item in SharePoint
- A slide deck must be shown on the page, this will be a running slide deck that will be updated on a weekly basis so a slide range will be shown according to the week date or meeting number.
We really want this to be a seamless tool for our meetings so it can be quickly updated prior to and during the meetings. So if you already have an idea on how to do this, or have done similar projects in the past that would be great!