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Create an Action Log in SharePoint...Not Excel 

The SharePoint Helpdesk
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8 окт 2024

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Комментарии : 22   
@jherschel
@jherschel Год назад
Great video on Microsoft Lists and why it is better than in excel! Friends don't let friends put data in Excel!
@thesharepointhelpdesk
@thesharepointhelpdesk Год назад
exactly! 😆
@iPhonePhan
@iPhonePhan 11 месяцев назад
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 🙌🏽🙌🏽🙌🏽
@thesharepointhelpdesk
@thesharepointhelpdesk 11 месяцев назад
Glad to hear that! I'm gonna try to upload the rest today.
@rewrennoldson
@rewrennoldson 6 месяцев назад
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
@thesharepointhelpdesk
@thesharepointhelpdesk 6 месяцев назад
I'll dial into your meeting and tell them for you! 😂 Appreciate the feedback
@clearglass6300
@clearglass6300 5 месяцев назад
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
@thesharepointhelpdesk
@thesharepointhelpdesk 5 месяцев назад
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.
@p.treyben5567
@p.treyben5567 2 месяца назад
So good. Makes sense to build my list first and then export! YES! A gem. Thanks man.
@thesharepointhelpdesk
@thesharepointhelpdesk 2 месяца назад
@@p.treyben5567 YES! Glad you got something out of it. Thanks for watching
@christianlecot8195
@christianlecot8195 2 месяца назад
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.
@thesharepointhelpdesk
@thesharepointhelpdesk 2 месяца назад
@@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!
@therickestpicklerick
@therickestpicklerick Год назад
Great vid. Thoroughly enjoyed.
@monicabozzi82
@monicabozzi82 5 месяцев назад
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 👏🏼
@thesharepointhelpdesk
@thesharepointhelpdesk 5 месяцев назад
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.
@monicabozzi82
@monicabozzi82 5 месяцев назад
@@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 ☺️
@thesharepointhelpdesk
@thesharepointhelpdesk 5 месяцев назад
@@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!
@monicabozzi82
@monicabozzi82 5 месяцев назад
@@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!
@charlesrobertthomas
@charlesrobertthomas Месяц назад
Great video!
@thesharepointhelpdesk
@thesharepointhelpdesk Месяц назад
@@charlesrobertthomas appreciate you!
@nickmarkatopoulos2158
@nickmarkatopoulos2158 8 месяцев назад
Great video! Thanks for sharing! How could we track changes let’s say by ID. Keep it up!
@thesharepointhelpdesk
@thesharepointhelpdesk 5 месяцев назад
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.
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