Welcome to this comprehensive SharePoint project management tutorial. In this tutorial, we will cover the basics of using SharePoint as a project management tool, including setting up a new site, creating a project dashboard, and managing tasks and workflows.
Step 1: Setting Up Your SharePoint Site
To get started with SharePoint project management, you’ll first need to set up your site. Here’s how:
- Log in to your SharePoint site using your username and password.
- Click on the “Site Settings” button located at the top right corner of the page.
- Select the “Site Columns” tab from the drop-down menu.
- Create a new column by clicking on the “Add Column” button.
- Enter a name for the column, such as “Project Name”.
- Set the data type to “Text” and click “OK”.
Step 2: Creating Your Project Dashboard
Once your site is set up, it’s time to create your project dashboard. Here’s how:
- Click on the “Site Pages” button located at the top right corner of the page.
- Select the “Create a Page” option from the drop-down menu.
- Enter a title for your page, such as “Project Dashboard”.
- Set the page layout to “Three-Column Layout”.
- Add the following web parts:
- A “List View” web part to display your project tasks and activities.
- A “Calendar” web part to schedule meetings and appointments.
- A “Task Board” web part to track task status.
Step 3: Creating Tasks and Workflows
Now that you have set up your site and created your project dashboard, it’s time to start creating tasks and workflows. Here’s how:
- Click on the “Tasks” button located at the top right corner of the page.
- Select the “Create a Task” option from the drop-down menu.
- Enter the task name, description, and due date.
- Set the task status to “To-Do”.
- Create a workflow by clicking on the “Workflow” button located at the top right corner of the page.
- Select the “Create a Workflow” option from the drop-down menu.
- Enter the workflow name and description.
- Add tasks to the workflow by clicking on the “Add Task” button.
Step 4: Managing Tasks and Workflows
Now that you have created your tasks and workflows, it’s time to start managing them. Here’s how:
- Click on the “Tasks” button located at the top right corner of the page.
- Select a task from the list view.
- Update the task status by clicking on the “Update Task Status” button.
- Assign the task to a team member or group by clicking on the “Assign To” button.
- Track the progress of your tasks and workflows by viewing the task board.
Conclusion
That’s it! This comprehensive SharePoint project management tutorial has covered the basics of using SharePoint as a project management tool, including setting up a new site, creating a project dashboard, managing tasks and workflows, and tracking progress. With these skills, you’ll be able to effectively manage your projects and teams using SharePoint.