Create an Action Log in SharePoint...Not Excel
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- čas přidán 31. 07. 2024
- This is another "scratch the surface" kinda video where I show you how to create a project management tool in SharePoint. This time, it's an Action Log. There are so many more features available to you when you do it in SharePoint. Tune in to see what's good.
(I'm still learning how to edit video...pardon me!)
I'm on LinkedIn everyday: / therman-trotman-15790b33
Here's my home on the internet: bio.site/sphd
DIY Risk Register: forms.office.com/r/n8nwBYyDPu
00:00 - Intro/Overview of my Project Site
01:16 - Use the SharePoint site connected to your MS Team
02:30 - Or create a new SharePoint site
03:11 - Create the Action Log
09:04 - Filling out the Action Log
16:28 - Adding a link to the Action Log in the navigation
17:28 - Create a "My Actions" view
20:13 - Export to Excel
23:28 - Update SharePoint and Refresh Excel to pull in the results
Great video on Microsoft Lists and why it is better than in excel! Friends don't let friends put data in Excel!
exactly! 😆
Literally learned like 10 things here that will make my work life a helluva lot easier. Thank you Therman and keep posting these! Your YT is gonna blow up with a lot of followers sir 🙌🏽🙌🏽🙌🏽
Glad to hear that! I'm gonna try to upload the rest today.
So good. Makes sense to build my list first and then export! YES! A gem. Thanks man.
@@p.treyben5567 YES! Glad you got something out of it. Thanks for watching
You just saved me months of research. I needed something to log all of our HR complaints and this will definitely work. Our excel sheet is out of control
Yes!! Glad to help.
However, if you'd like to have folks leave their complaints anonymously, you can use MS Forms.
The only issue is the results populate a spreadsheet, not a SharePoint list.
Literally feel like just playing this in my team meeting next week. Been banging my head into a brick wall explaining why people need to get away from entering data into an Excel tracker lol
I'll dial into your meeting and tell them for you! 😂
Appreciate the feedback
Great vid. Thoroughly enjoyed.
Thanks Therman. Highly interesting! In my point of view, it would have been good you add a new item in the SP list just to show the XL table is updated accordingly.
@@christianlecot8195 ok gotcha. I've been reviewing a few of my videos with the aim to update them and make them better.
I'll add your suggestion to this video. Thx!
I tried implementing Microsoft lists at a previous organization but Management was overehlemed at the interface and reverted back to Excel - change management is a real struggle if the right supports/resources are not in place.
This was a great video btw 👏🏼
Hey Monica, thanks! One of my recommendations for situations like what happened at your previous job, is to just do it and let people ask about it.
In other words, when it's time for you to collect information, send out a link to a list. Start with something small.
People will take notice and then ask "hey, what's that tool you used"!?
The trick is getting the decision makers to take notice.
@@thesharepointhelpdesk thanks so much for the recommendation!! I just started a new gig recently - maybe will test the waters with this Management group. I'm a senior EA to the CEO so hoping they will be receptive 🙏🏽 I just want to be thoughtful since I'm new and not throw too much at them just yet...you are wise in saying start small ☺️
@@monicabozzi82 👀 you're an EA!? And you support the CEO!?! And you're NEW!?!?!
That is a GREAT position to be in. You can have a major positive impact on your new company.
We should chat, so we can set you up for success!
@@thesharepointhelpdesk yes, yes and yes! lol I'm just one month in...I found your booking consult link and found a spot for this Friday - looking forward to the chat!
Great video! Thanks for sharing! How could we track changes let’s say by ID. Keep it up!
Dang! Sorry Nick. Didn't see this question.
SharePoint alerts do a good job of tracking the changes. In addition, list items have version history.
If you wanna get really fancy, you can use power automate.