■Overview
This is a flow where a record is registered in Microsoft Excel when a new project is registered on the board.
■Recommended for
1. Sales departments utilizing the board
・Sales departments that require efficient aggregation and detailed analysis of project information in the project management process via the board
・Project management departments aiming to manage project progress on the board and identify issues and bottlenecks through quantitative analysis in Excel
2. Teams using both the board and Microsoft Excel
・Those who manage project information on the board and create/manage related documents such as quotes and invoices in Microsoft Excel
・Those who want to automatically import project information from the board into Microsoft Excel for custom analysis and report creation
・Those who use Microsoft Excel as the main information management tool and want to manage project information from the board in Excel
■Benefits of using this template
・By managing project information in both the board and Microsoft Excel, you can improve work efficiency by eliminating the hassle of searching for information.
・When a project is registered on the board, a record is immediately registered in the Microsoft Excel database without manual input, ensuring that the information is always up-to-date.
・When a project is registered on the board, a record is automatically registered in Microsoft Excel, preventing errors associated with manual data entry and improving work efficiency.
■Notes
・Please link both the board and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan.
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