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Modernizing Workflows Across SharePoint and Teams

Webinar3 min readBy Michael Fuchs

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Modernizing Workflows Across SharePoint and Teams

Legacy workflows and disconnected tasks slow teams down.
Modern tools help organizations move faster and work smarter.

In this SharePoint Concierge webinar, the dataBridge team explored updates that modernize automation, centralize tasks, and improve collaboration. When implemented correctly, these features significantly improve productivity and adoption.

That’s why many organizations rely on experienced SharePoint Consulting Services to guide these transitions.


Migrate SharePoint 2010 and 2013 Workflows to Power Automate

Legacy workflows are reaching the end of their lifecycle.

Workflows built with SharePoint Server or SharePoint Designer can now migrate to Power Automate using the SharePoint Migration Tool. This approach helps organizations modernize automation without starting from scratch.

Migrating workflows improves reliability and long-term support. It also aligns with modern SharePoint automation and governance best practices, a frequent focus of dataBridge SharePoint Consulting Services.

Planning early reduces risk and avoids last-minute disruption.


Use Microsoft Teams Meeting Recap to Capture Key Outcomes

Meetings generate value only when outcomes are clear.

Microsoft Teams Meeting Recap organizes recordings, shared content, and highlights in one place. Users can quickly review important moments without switching apps.

This experience improves follow-up and accountability. It also supports better collaboration across hybrid teams.

When paired with a strong Microsoft Teams adoption strategy, meeting recap helps teams stay aligned and informed.


Bring Planner Tasks Directly into SharePoint

Task management works best when it’s visible.

SharePoint now integrates Planner tasks directly into pages. Teams can view tasks alongside documents and related content.

This reduces context switching and keeps work centralized. It also supports efficient SharePoint team site design focused on real workflows.

Centralized task visibility improves ownership and execution.


Create Recurring Tasks in Planner with Ease

Some work repeats by design.

Planner now supports recurring tasks, making it easier to manage ongoing responsibilities. Teams no longer recreate the same tasks manually.

This feature helps maintain consistency and accountability. It also supports scalable task management across departments.

Recurring tasks are especially effective when combined with structured Microsoft 365 task and workflow planning.


Turning Modern Tools into Sustainable Productivity

Each feature adds value on its own.

However, the real impact comes from using them together.

Workflow migration needs planning.
Task visibility needs structure.
Meeting insights need follow-through.

At dataBridge, our SharePoint Consulting Services help organizations connect these capabilities into a cohesive solution. We focus on automation, usability, and adoption from the start.

That’s how SharePoint and Teams become platforms teams trust.

That’s the difference of delivering solutions The dataBridge Way.

SharePoint Migrations

Experienced SharePoint migration consultants. We plan and run file share and legacy SharePoint migrations into Microsoft 365, with governance built in

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Cite this article

Fuchs, M. (2023, June 15). Modernizing Workflows Across SharePoint and Teams. dataBridge. https://getsharepoint.com/modernizing-workflows-across-sharepoint-and-teams/

Author

Michael Fuchs

Founder and CEO. Michael is the Founder and CEO of dataBridge, where he helps organizations approach SharePoint and Microsoft 365 with a stronger focus on strategy, governance, architecture, and long-term business value. His consulting-first perspective shapes how clients plan smarter, avoid costly missteps, and build digital workplaces that hold up over time.

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