The Problem
A company managing a large number of projects had an effective system for storing and filing project documentation using SharePoint, however the process was very labour heavy. It involved manually creating a folder within SharePoint for each project and then creating the 15 required sub folders.
Technology Used
- Power Automate
- Teams
- SharePoint Lists
The Solution
Implementing a SharePoint List gave the client a quick overview of all of their projects including the client, key contact and current status.
Using Power Automate we implemented a workflow that would generate a team in Teams when a new project was added to the SharePoint List. It then created all 15 of the sub folders.
Alternatives and Additional Options
- Insert document templates into the folders
- Populate the documents with client information from the SharePoint List
- Send email notifications to users when the project has been setup
- Create a planner board and add pre-set tasks to the board
- Generate different tasks based on the status of the project
