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I will set up a microsoft 365 project tracker in planner or lists
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 losing track of tasks, deadlines, and who owns what?
I'll build you a custom project tracking system in Microsoft Planner, Lists, or both tailored to how your team actually works, so nothing falls through the cracks.
What you'll get:
- Organized buckets/categories that match your workflow
- Assignments, due dates, and priority labels for full clarity
- Reporting views so progress is visible at a glance
- Optional Teams, Outlook, or Excel integration
- Quick start guide or live handoff call (depending on package)
Why work with me? I bring $50M+ project management experience to every setup. I don't just build tools that look good I build systems your team will actually use. Simple, practical, and built around your business.
Already have data in a spreadsheet or another tool? Add data migration and I'll transfer everything for you.
Ready to finally have a system that works? Let's get started.
Device:
Desktop
•
Laptop
•
Server
•
Mobile
•
Tablet
Operating system:
Windows
•
IOS
•
Android
•
OSX
My Portfolio
FAQ
Which tool is better for me—Planner or Lists?
It depends on your workflow. Planner is great for visual, board-style task management. Lists works better for structured, spreadsheet-style tracking. I'll recommend the right fit after learning about your team — or set up both!
Can you integrate my project tracker with Teams?
Yes! I can connect your Planner or Lists tracker directly inside Microsoft Teams so your team can access it without switching apps. Teams integration is included in Standard and Premium packages.
Will my team get training on how to use the tracker?
Yes — every package includes either a quick start guide (Basic) or a live walkthrough call (Standard/Premium) so your team feels confident from day one.
Can you migrate my existing data into the new tracker?
Absolutely — add the data migration extra to your order and I'll transfer your existing tasks, spreadsheets, or data from another tool directly into your new tracker.
Do you work with small businesses or large organizations?
Both! I've managed $50M+ projects at the enterprise level and love helping small businesses get the same organized, professional systems. Whatever your team size, I'll build something that fits.
Reviews
4 reviews for this Gig
| (3) | ||
| (1) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
S suziecd
Canada
Mindy guided me through making enhancements to my current MS Lists project.. she came prepared with recommendations and help me to use the tool more effectively. I highly recommend Mindy to enhance your systems and processes.
Up to $50
Price
4 days
Duration
T 
Seller's Response
Helpful?D 
dbtogi
United States
If you are looking for the absolute gold standard in software development and systems architecture, look no further than Trailhead Solutions. We operate a complex 1,300-acre aggregate quarry with high-stakes logistics, and our previous communication workflow was a manual, slow-moving nightmare of Word...
$200-$400
Price
5 days
Duration
Helpful?N nomad_ideas
United States
Myndi is thoughtful in her approach - we apprechiate her insights!
$200-$400
Price
10 days
Duration
T Seller's Response
Helpful?O 
ok_160
United States
If you need the type of help that Trailhead provides, don't hesitate to hire them. Their knowledge exceeded my expectations. This is exactly what I was looking for as far as help with our project. We will be working with them again in the near future.
$200-$400
Price
4 days
Duration
Helpful?
Reviews
4 reviews for this Gig
| (3) | ||
| (1) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
S suziecd
Canada
Mindy guided me through making enhancements to my current MS Lists project.. she came prepared with recommendations and help me to use the tool more effectively. I highly recommend Mindy to enhance your systems and processes.
Up to $50
Price
4 days
Duration
T Seller's Response
Helpful?D dbtogi
United States
If you are looking for the absolute gold standard in software development and systems architecture, look no further than Trailhead Solutions. We operate a complex 1,300-acre aggregate quarry with high-stakes logistics, and our previous communication workflow was a manual, slow-moving nightmare of Word...
$200-$400
Price
5 days
Duration
Helpful?N nomad_ideas
United States
Myndi is thoughtful in her approach - we apprechiate her insights!
$200-$400
Price
10 days
Duration
T Seller's Response
Helpful?O ok_160
United States
If you need the type of help that Trailhead provides, don't hesitate to hire them. Their knowledge exceeded my expectations. This is exactly what I was looking for as far as help with our project. We will be working with them again in the near future.
$200-$400
Price
4 days
Duration
Helpful?
