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.
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.
Written by Alex K Joseph, Digital Marketing Strategist, Dock 365
Alex K Joseph is a digital marketing strategist at Dock 365 with deep expertise in content marketing and Microsoft technologies. His published work covers SharePoint administration, Microsoft Teams, Power Automate, Microsoft 365 admin workflows, and Dynamics 365, the underlying platform that Dock 365's contract management software is built on. He has been writing for Dock 365 since 2021, producing technical content that helps SharePoint and Microsoft 365 administrators evaluate CLM solutions in the context of their existing Microsoft stack.
