If you’re looking to unlock the full functionality of your SharePoint site, one essential feature to utilize is the ability to add a task list to your home page. A task list allows you to efficiently manage and track tasks, ensuring that projects stay on schedule and team members stay organized.
To add a task list in SharePoint, follow these simple steps:
- Log into the SharePoint site and click on the gearbox at the top.
- Select “Add an app” or click on “Quick Launch site contents”.
- Search for “Tasks” and click on the “Tasks” app file.
- Assign a name for the task list and click on “Create”.
- Open the created SharePoint Tasks list and click on “Add new task” or select items and click on “new task”.
- Enter the task details such as task name, start date, due date, and assign it to a SharePoint user.
- Expand the form by clicking on “Show More” to enter additional information such as % complete, description, predecessors, priority, and task status.
- Save the task and it will appear on the page.
By following these steps, you’ll have a task list up and running on your SharePoint home page in no time.
When it comes to managing tasks in SharePoint, there are three main options available, each with its own set of benefits. Let’s explore them:
Tasks web part: The first option is to use the Tasks web part, which provides a simple, web-based task management system. With features like marking tasks as completed, sending email notifications, creating subtasks, and displaying tasks on a timeline, it offers an intuitive way to manage tasks within SharePoint.
Tasks web part with MS Project: The second option combines the Tasks web part with MS Project for more advanced project management capabilities. This allows project managers to leverage the flexibility of MS Project while team members access and collaborate on tasks through the SharePoint Task List.
Outlook integration: The third option involves managing SharePoint tasks from an Outlook email client. By connecting the SharePoint Task List to Outlook, tasks can be synchronized, and team members can conveniently manage them from within their Outlook interface.
Each option has its own advantages and disadvantages, depending on personal preference and the level of project management functionality required. Choose the option that best suits your needs and optimize your task management process in SharePoint.
SharePoint offers three distinct options for managing tasks, each catering to different requirements and preferences. Let’s explore these options in more detail.
The first option is to utilize the Tasks web part, a simple yet effective web-based task management system within SharePoint. This feature-rich tool allows users to mark tasks as completed, send email notifications, create subtasks, and even display tasks on a timeline. With its user-friendly interface, the Tasks web part makes task management a breeze.
The second option is to combine the Tasks web part with MS Project for more advanced project management capabilities. This integration empowers project managers to leverage the flexibility and robustness of MS Project, while team members access and interact with tasks through the SharePoint Task List. This combination allows for seamless collaboration and comprehensive project monitoring.
The third option is to manage SharePoint tasks directly from an Outlook email client. By connecting the SharePoint Task List to Outlook, users can easily synchronize tasks and manage them within their familiar email environment. This integration streamlines task management for individuals who heavily rely on Outlook for their daily workflow.
Each option has its own set of advantages and considerations. The choice ultimately depends on personal preferences, project management requirements, and the level of functionality desired. Whether you prefer the simplicity of the Tasks web part, the advanced features of MS Project, or the convenience of managing tasks through Outlook, SharePoint offers the flexibility to suit your task management needs.