Manage Projects on A SharePoint Team Site

Topics: SharePoint Tips, SharePoint Site, SharePoint Blog, SharePoint Library

SharePoint Team Sites can be utilized for project management by preparing them for specific tasks and processes. Learn how to manage projects on a SharePoint Team site by knowing tips to plan and manage a project.

How to manage projects on a SharePoint Team Site

  • To manage projects by assigning tasks to users, you need to add task lists and calendars to the Team Site.
  • Select Working on a deadline? tile on the Get started with your site web part.
  • Click on Add them to add Tasks and Calendar Apps to the Team Site.
  • Share files with your teammates or other relevant people.
  • You can now move to the Project Planning stage.

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Tips to plan and manage a project

  • You need to add tasks and assign them to people as the first step.
  • To collect the necessary information, you may need to add different fields.
  • Add columns to the task list to capture the required information.
  • Using a project site is also a good way to handle projects.

How to add tasks and assign them to users

  • Add a simple checklist of tasks by clicking on the Tasks option on the Quick Launch of the site.
  • From the Tasks page, click on Edit.
  • Enter task names in the Task Name column of each task and Select Enter.
  • Fill the Due Date and Assigned to columns with appropriate information.
  • Click Stop.

Steps to add columns to the task list

  • From the Tasks page, select Add Column (+) option.
  • Choose the information type you wish to add from Number, Text, Person or Group, or Date and Time.
  • Choose More Column Type to add other information types not mentioned in the list.
  • Move the column left or right in the task list using the Modify View option from the Manage Views group on the List tab.