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Project via Microsoft CoPilot Agent to create a workflow to track all tasks assigned to my team (Domain Heads or DH) and send reminders before and on the target date to ensure zero surprises on critical deliverables. 2 - 3 people will have admin rights to mark the assignment as closed. Other can only respond or delegate. Trigger Screen 1. Auto capture date 2. *Drop Down field for selecting DH. I should be able to assign 1 DH or SOME DH or ALL DH (List of DH should be editable by Admins) 3. *Textarea field to enter the deliverable (No word count limit) 4. *Drop down field to indicate type of deliverable..Options would be Regulatory / ServiceNow / ACB / Others. (This list should be editable by admins) 5. *Target Date (Date field can be entered or selected via calendar icon) 6. DH Reminder From (Daily reminders should be sent from this date to assigned DH) 7. HIA Reminder (Date Field when HIA needs to review) 8. Upload Button : To upload multiple file (No restriction on size or type of file). Once uploaded it should show the file(s) uploaded before clicking SUBMIT. Option to save as draft and cancel should exist. DH Notification 9. Mail should be triggered to assigned DH with all above details with link to the application. DH may choose to start working / delegating the task without opening the link. 10. On clicking the link DH should be able to see all details entered (from 1 - 7) in non editable format. Additionally DH would be able to see below fields 11. Textarea field for response should be available for response 12. Download option for viewing what was shared 13. Upload option should be available for . Multiple files 14. SUBMIT / SAVE AS DRAFT should be available Landing Page for all stakeholders should show a summary of what all were assigned in the order of deliverables due. We should have options for NEWLY ASSIGNED ones at the top and once read, they should be joining the queue. Approaching deadline can have a small icon for better reading. Should be able [login to view URL] the contents basis table headers ALL OF THIS SHOULD BE EASILY TRANSFERRED / DEPLOYED VIA PLUG N PLAY and not involve lengthy processes. Its a standalone application. Pls confirm if there are any concerns/ dependencies / prerequisites in deploying this. All elements should be modifiable later by Admin access.
Project ID: 40585122
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17 freelancers are bidding on average ₹8,328 INR for this job

Hello, I’m a Microsoft Power Platform developer with extensive experience building custom business applications using Power Apps, Power Automate, SharePoint, Dataverse, and Microsoft Copilot. Your requirements are well within my area of expertise, and I can build a standalone, user-friendly solution with automated reminders, role-based access, dashboards, file management, and an easily deployable architecture. The current bid amount is a placeholder, as I’d like to clarify a couple of points before providing an accurate fixed-price quote: * Are the task assignment system and task lists already in place, or does the entire solution need to be built from scratch? * If there is an existing setup, should this application integrate with it, or should all lists, workflows, and data structures be created as part of this project? Once I have this information, I'll provide a precise timeline and final quotation. I look forward to discussing the project further and working with you.
₹12,500 INR in 5 days
1.4
1.4

When you need to push reminders to multiple Domain Heads while keeping admin control, the biggest risk is overlapping notification schedules. I'll create a SharePoint list for tasks, use Power Automate to send daily emails, and add a React front‑end for admins to manage DH lists. The app will run as a standalone Microsoft 365 CoPilot agent, so deployment is just a plug‑in install. A common mistake is relying on static dropdowns, which forces a redeploy whenever a new DH joins. With dynamic lists stored in SharePoint, admins can add or remove DHs on the fly, and users will see updated options instantly. You’ll get a clean landing page that sorts tasks by due date and flags approaching deadlines with a tiny icon.
₹7,000 INR in 4 days
1.6
1.6

Hey! My expertise in UI/UX design will ensure the workflow tracking and reminder system I build is user-friendly and intuitive. Furthermore, I have considerable experience in working with APIs and third-party integrations - this would be particularly advantageous when it comes to integrating the Microsoft CoPilot Agent functionalities for your project. Also, given that the project should be easily transferable/deployed via "plug n play" as mentioned in your description, my previous involvement in similar projects would prove valuable in ensuring a seamless deployment process. Lastly, I am passionate about creating products that actually help businesses thrive rather than just finish delivering the project. My deep understanding of businesses from different industries coupled with my technical prowess will enable me to develop a customized workflow tracking and reminder system that not only fulfills all the requirements but also helps optimize your team's productivity. I would love to bring my skills and experience to craft an effective solution for you.
₹6,500 INR in 15 days
1.1
1.1

With experience in developing customized task tracking systems, I understand your need for a workflow to manage tasks efficiently. I have created similar workflows integrating user roles and reminders. Could the system also generate reports on task progress for each Domain Head? Regards, mundadiya
₹7,820 INR in 20 days
0.0
0.0

Es un placer saludarle. En el dinámico entorno empresarial actual, la gestión de entregables críticos y la trazabilidad de tareas son factores determinantes para el éxito operativo. Sin embargo, muchas organizaciones enfrentan cuellos de botella debido a procesos manuales y falta de visibilidad en tiempo real sobre el estado de sus proyectos. Escribo para ofrecerle una solución integral de automatización diseñada para eliminar el riesgo de incumplimiento (Power Platform). Mi enfoque no se limita a organizar tareas, sino a crear ecosistemas de trabajo "Plug & Play" que centralizan la asignación, el seguimiento documental y la comunicación entre equipos de alto nivel. Mi sistema permite que los responsables mantengan un control total, con alertas predictivas que aseguran el cumplimiento estricto de los plazos y paneles de control que ofrecen transparencia inmediata. Esta herramienta está diseñada para escalar con sus necesidades, permitiendo modificaciones rápidas y adaptándose a cualquier flujo de trabajo complejo. Optimice sus procesos, reduzca la carga administrativa y asegure la calidad en cada entregable desde el primer día. Me gustaría tener la oportunidad de conversar sobre cómo podemos implementar esta solución para elevar su estándar operativo. ¿Tendría disponibilidad para conversar mas al respecto? Quedo atento a su respuesta y agradezco de antemano su tiempo. Atentamente, Misael Villalba.
₹7,500 INR in 7 days
0.0
0.0

Hello! I see you are building a customized workflow and reminder system in SharePoint. While you have the technical development covered, every successful system needs clear, professional, and easy-to-follow user training and onboarding videos so your team (especially the DHs and Admins) can adopt it without confusion. As a Creative Video Editor, I can help you create highly engaging, professional screen-recorded tutorials and walkthrough videos for your new system. What I can deliver for your project: Step-by-step video tutorials for Admins on how to trigger flows, assign tasks, and manage reminders. Quick 1-minute guide videos for DHs showing them how to use the link, view fields, and upload files. Visual highlights and callouts in the videos to make sure complex workflow steps are extremely easy to understand. If you want to ensure your team actually uses this new SharePoint system correctly from day one, let's collaborate on creating the perfect onboarding videos for them!
₹7,000 INR in 7 days
0.0
0.0

Hello I am confident I can deliver this workflow system I see you need a trigger screen that captures the date and lets you select one or all Domain Heads My background in Microsoft 365 PowerApps and Sharepoint ensures a plug and play solution I have built similar task trackers with automated email reminders and file uploads I will use PowerApps to create the form Power Automate for reminders and Sharepoint for storage Step 1 design the form with editable drop downs and file upload Step 2 configure flows to send daily reminders and HIA notifications Step 3 set up a landing page with sorting and status icons
₹10,000 INR in 2 days
0.0
0.0

Hello, TinyOps Studio can build this as a Microsoft 365 solution using Copilot Studio, Power Apps/Power Automate, and SharePoint or Dataverse. The delivery would include: - Admin-editable Domain Head and deliverable-type lists. - New, draft, cancel, delegate, respond, and admin-close states with role-based permissions. - Multi-recipient assignment, deadline and HIA dates, daily reminder rules, and duplicate-send protection. - Email notifications with deep links, response/upload screens, and a sortable stakeholder dashboard. - Solution packaging, connection references, environment settings, deployment guide, and admin documentation. Dependencies: the target Microsoft 365 tenant must provide the required Copilot Studio, Power Apps/Power Automate, and SharePoint or Dataverse licenses plus deployment access. Microsoft storage limits and blocked-file policies still apply, so uploads cannot literally be unlimited in size or type; I will configure the highest safe limits allowed by your tenant. First working assignment/reminder path in three days, complete package in seven business days. Bid: 10000 INR fixed project.
₹10,000 INR in 7 days
0.0
0.0

This Project caught my eye, so I had to reach out. The requirement for a seamless workflow tracking system with automated reminders is crucial for ensuring zero surprises on critical deliverables. My extensive background in developing user-friendly applications positions me perfectly to meet your needs. I specialize in creating integrated solutions that streamline task management and enhance team productivity. New to Freelancer, yet backed by over 10+ years of crafting sleek web, game, and brand solutions. Let’s create something exceptional together. I would love to chat more about your project! Regards, Marco Agrela
₹6,250 INR in 7 days
0.0
0.0

Hi, Hope you are doing well. I can help you build this workflow tracking and reminder system exactly as per your requirements. I have 10+ years of experience developing custom web applications with role-based access, dashboards, automated email notifications, file uploads, and workflow management. The application will be easy to use, secure, and designed so admins can manage users, categories, reminders, and other settings without technical help. I'll also make sure it's simple to deploy and maintain, with clean documentation and support after delivery. I'd be happy to discuss your workflow in more detail and suggest the best approach to build a reliable solution. Looking forward to working with you!
₹5,000 INR in 7 days
0.0
0.0

As a seasoned AI and Cloud Data Engineering specialist, I have the expertise to design and deploy precise, customized workflow tracking and reminder systems that meet your specific needs. Using my skills in Python, SQL, TensorFlow, PyTorch, and more, I can create a standalone application with a plug and play design. Not only does this translate to high accessibility but also ensures easy modification for Admin access in the future. My extensive experience in industries such as finance, healthcare, insurance, and enterprise means I'm no stranger to building scalable, production-ready systems that drive ROI. Combined with my background in real-time analytics and business intelligence using Power BI and Tableau, I'm well-positioned to deliver an application that highlights a summary of actionables in order of deliverables due. In addition, my core value of focusing on outcomes rather than just implementation aligns perfectly with your vision of "zero surprises on critical deliverables." By leveraging advanced AI/ML technologies like OpenAI and LLMs for intelligent automation based on contextual understanding which makes actions increasingly personalized over time wecan ensure tasks are tracked and reminders are sent proactively. Thanks in advance for considering my skillset for this valuable project.
₹9,000 INR in 10 days
0.0
0.0

I've experience in DevOps application. Have developed such feature where Anomaly Notifications would be sent to users when a build is updated to production setup to watch for fixes proactively. I use Agentic AI in our project as well.
₹7,500 INR in 7 days
0.0
0.0

Hi! I'd love to help build this workflow tracking system. Quick note: your skills list points to Microsoft 365 CoPilot/SharePoint, but you also specify a standalone, plug-and-play app. I build these using the MERN stack (MongoDB, Express, React, Node.js) rather than CoPilot/SharePoint — happy to deliver everything in your brief this way: Role-based access (Admin / DH / view-only) Trigger screen with all fields — auto-date, editable DH dropdown, deliverable-type dropdown, target date, reminder dates, multi-file upload w/ preview, save-as-draft Automated email reminders to DHs from your set reminder date DH response view — read-only original fields + editable response, upload, submit/draft Sortable landing dashboard with "newly assigned" priority queue and deadline indicators Admin-editable dropdown lists (no hardcoding) I've built similar role-based, alert-driven systems before, including a health-management platform with dashboards and real-time alerts — you can check my portfolio for the details. Two quick questions: Is a hosted standalone web app acceptable, or is native SharePoint/CoPilot integration a hard requirement? Roughly how many total users (DHs + admins)? Happy to clarify anything else — looking forward to your thoughts!
₹7,000 INR in 7 days
0.0
0.0

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