Task Automation RRS feed

  • Question

  • Hi

    I want to create an automated task using an excel file.


    I have an excel file which is to be updated by many people in my team

    So When A updates the file a Task is created & automatically assigned to Mr B

    Mr. B will update the file & a task will get automatically assigned to Mr C and so on

    Is there an easy way to do this?

    Is there a webpart or something available for this?

    all help is appreciated




    • Moved by Mike Walsh FIN Wednesday, May 19, 2010 3:58 PM Not general. Moving to admin as not convinced that workflow will help if it remains an Excel file (From:SharePoint - General Question and Answers and Discussion (pre-SharePoint 2010))
    Wednesday, May 19, 2010 1:15 PM


All replies

  • Move the Excel File to become a List.

    Then you can create a (SP) workflow on the list.

    Otherwise I don't really see this as a SharePoint question as all the action is taking place in an Excel file.

    FAQ sites: (SP 2010) http://wssv4faq.mindsharp.com; (v3) http://wssv3faq.mindsharp.com and (WSS 2.0) http://wssv2faq.mindsharp.com
    Complete Book Lists (incl. foreign language) on each site.
    • Marked as answer by neo269 Thursday, May 20, 2010 12:17 PM
    Wednesday, May 19, 2010 3:57 PM
  • Hi

    I just did that!

    I created an excel file which had the format I wanted and then created a WF so that when "New" is clicked Excel format is opened. Then I created an "assigned to" field with "Email CC work flow" so that next person is alerted whenver there is change in file.

    thx Mike




    Thursday, May 20, 2010 12:21 PM