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Forum Discussion
Excell Add-Ins for Task Manager
Hello to everyone.
Does anyone know how to build in Excel Add-ins for Task Manager? Our OneStream version is 8.2.2.16127? Guidance for this version provides the step-by-step instructions how to set up Add-ins for Word and PowerPoint, but not for Excel Add-ins. Our Task Manager version is PV800 SV100.
If to be very specific, we are looking for the opportunity to install Excel Add-Ins to link the preparation status from excel file to particular task in Task Manager. For example, if we have the excel file somewhere outside OneStream (on Sharepoint), and when the work done inside this file, we can push built-in "Complete" button in this file. The completion status from this file automatically forces the change in the preparation status in Task Manager for this task, which is linked to this file through the action type functionality in Task Manager.
Does it sound real? Could it be potentially implemented from technical point of view?
Thank you in advance for any ideas.
Kind regards,
Yuliia Muliavka
2 Replies
We are also trying to just pull the state text from Task Manager in Excel-add in. Seems like a fairly easy thing to do but can't find any resources on how to do that. Maybe it needs to be on Ideastream.
This was mentioned during 2026 Splash as something that can be done via in Sheet Actions. However, we can't figure out how. I submitted a question to OneStream to see if they can provide feedback.
