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Task Automation RRS feed

  • Question

  • Hi

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

    i.e.

    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

     

    regards

    saumil

    • 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

Answers

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

    rg

    saumil

     

    Thursday, May 20, 2010 12:21 PM