O365: Teams Tasking and Work Flow

Tasking and Work Flow

See also - Blogs on Library, List, Linking, Teams and Invoicing

The image shows a SharePoint ASPX page representing a simple CRM added to Teams as a web application site tab.

For increased user focus you can build a list or library view that is filtered for a specific person or group

Just add a people picker (Person or Group) column to the list or library and name it 'Allocated To'

Create a new view of the list or library

Filter the new list or library view by 'Allocated to EQ [ME]'

This will filter the list or library to display only those items where the 'Allocated To' field is equal to the logged on user

Get the URL for the new filtered list from the address bar of the browser and add it to Teams as a web application tab.

The logged on user will see on this page only list items, documents from the library or tasks allocated to them.

Using Groups to make a Work Flow

This can also be used to great effect in handling work flow. A new item (list, library document or task) can be automatically, or manually, assigned to a group by selection of the group in the 'Allocated To' field.

This new item is then visible to all users in that group. When a member of that group opens the item they can change the 'Allocated To' field to their own ID and take ownership of the item. They can then process work related to the item, adding content to the item as required, and when done, allocate it to another group or individual for further work, approval or validation.

The item will be filtered out of the list for the initial user, or the initial users group, but will be available for a member of the next group to claim or amend as required.

Supervisors can have access to an unfiltered list and see all of the items, be able to filter the view to see who has what items of work to hand.

We can show you how, or we can do it for you.

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