Complete Process Plan instances and add rows to a Microsoft Excel table
Easily maintain your Microsoft Excel tables with this handy automation when a task is completed in the Process Plan app. As soon as a process instance gets completed in Process Plan, a new row gets added to your designated Excel table. This keeps all your process details in one place, streamlining your data tracking and saving you from manually updating your spreadsheets.
Easily maintain your Microsoft Excel tables with this handy automation when a task is completed in the Process Plan app. As soon as a process instance gets completed in Process Plan, a new row gets added to your designated Excel table. This keeps all your process details in one place, streamlining your data tracking and saving you from manually updating your spreadsheets.
- When this happens...Process Instance Completed
Triggers when a process instance is completed.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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Process TemplateRequired
When This Field Is UpdatedRequired
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Try ItProcess TemplateRequired
When This Task Is Canceled (No Selection = Any Tasks)
Try ItProcess TemplateRequired
When This Tasks Due Date Is Changed (No Selection = Any Tasks)
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Process TemplateRequired
Try ItProcess TemplateRequired
When This Task Is Assigned (No Selection = Any Tasks)
Try ItProcess TemplateRequired
When This Task Is Completed (No Selection = Any Tasks)
When This Task Response Is Used (No Selection = Any Response)
Try ItProcess TemplateRequired
Triggers When This Tasks Notes Are Updated (No Selection = Any Tasks)
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