Try entering dates like this: “Tomorrow 3pm”. The due date field can intelligently parse your input on-the-fly. You can use the date picker icon to select a date, but definitely try typing in the field instead. Let’s create a dummy task and set a due date/time. To create a new task, simply click on the “+” button at the lower left corner and choose “New Task”. Notes, tasks, checklists, and of course, files. In Pagico, you can store & manage literally everything. In the future, whenever you launch Pagico, it will try to automatically open this database for you. Once the database is created, Pagico will automatically open it. Just name it “Main”, or “Work”, and save it somewhere you know. Really appreciate any help or assistance.Are you new to Pagico? Would you like to learn the best ways to use it and maximize your productivity? Then this guide is for you! As part 1 of this Getting Started guide series, this article will focus on the basic stuff.Īfter installing Pagico on your computer, the first thing to do is to create a database. If you’re like most people, you’ll probably just need one database and manage everything in it. I am not completely sure of the whole process but have tried to understand how people are connecting their excel files and thought I had done this correctly but I keep getting fails so please assume I know nothing! I have uploaded my excel file to One Drive but sadly nothing is working.ĭo I have to name the my excel fields in a specific way? If possible I would like to show completed tasks using a colour (GREEN) and tasks not completed (RED). updated schedule showing what is not completed but showing the estimated dates of future appointment ahead which I enter manually.
#Import tasks into pagico update#
I need to update planner so my team can see: I visit several businesses to undertake various tasks and stay for about 14 days at each appointment then I move around the country to new appointments. Once uploaded I would like the updated results to show in Planner automatically.
I am trying to have my my excel file update Planner with scheduling tasks. The only reason there is an excel file used in step 4 is because I do not know of any way to see Planner data in a list form with custom columns to show all prices returned from vendors for that project.Ĭan you help me minimize my data entry by automating any of these steps?
At completion of project all items, cloud-based program, excel, and planner then get marked as completed.Take specific data from Excel and enter it to Planner.The excel file has more columns for data.Take basic data from cloud program and paste/ manually enter to excel file.Manually Send email as bcc to my carriers asking for bids on a truck move based on data entered / exported from the cloud program.No automatic export or data sync available yet). Enter data onto cloud-based truck scheduling program.Below is my current process that I am trying to automate. Or if something other than an excel file would work better to capture this data, I would be happy to take suggestions. Looking at what tools are available to me I think a flow would work best from an excel to a planner task. We want to see this in a calendar format.
I then need to get this info on a platform where I can track my dates, status, and other details. I am trying to consolidate steps as I need to mirror entries from an independent cloud program to the excel list. I have an excel list I use to track truck moves, quotes, dates, and material. I am having similar questions with the use of flow.