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I will set up a microsoft 365 project tracker in planner or lists for your team
Workflow Consultant
Hi, I’m Myndi — a workflow consultant and founder of Trailhead Solutions.
I help small businesses simplify their operations using Microsoft Teams, SharePoint, Planner, Lists, and automation tools. My ...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Is your team juggling tasks with no clear system to track them?
I'll build you a clean, professional project tracker in Microsoft Planner or Lists fully customized to your workflow, so your team always knows what's due, who owns it, and what's done.
What I'll set up for you:
- Custom boards, buckets, and task categories
- Priority levels, due dates, and assignments
- Labels and filters for easy navigation
- Automations to save your team time
- A walkthrough so you're confident using it (Premium)
Why work with me? I specialize in Microsoft 365 tools and business organization. I keep things simple, clean, and built around how YOU actually work.
Ready to finally have a system that works? Let's get started!
Domain:
Business
Industry:
Business services & consulting
•
Software
Language:
English
My Portfolio
FAQ
What do you need from me to get started?
Just access to your Microsoft 365 account and a quick overview of your team's workflow or project types.
Can you set this up for my whole team?
Yes! I build it so your whole team can collaborate from day one.
What if I've never used Planner or Lists before?
No problem — I'll set everything up and walk you through how to use it.
Can you customize it for my specific industry?
Absolutely. Every tracker I build is tailored to your business needs.
