How To Create A Task List In Sharepoint

Are you looking for a way to streamline your workflow and boost team productivity in Sharepoint? Creating a task list is a great solution. By following a few simple steps, you can effectively manage workflows and enhance collaboration within your organization.

To create a task list in SharePoint, you can follow these steps:

  1. Log into the SharePoint site and click on the gear icon at the top or select “Add an app” from the quick launch site contents.
  2. Search for “Tasks” on the “App” page and click on the “Tasks” app file.
  3. Assign a name for the task list and click on “Create”.
  4. Open the created SharePoint Tasks list and click on “Add new task” or select items and click on “new task”.
  5. Enter task details such as Task Name, Start Date, Due Date, and Assigned to.
  6. To add more information, click on “Show More” and enter details like % Complete, Description, Predecessors, Priority, and Task Status.
  7. Click on “Save” to create the task.

These simple steps will enable you to create a task list in Sharepoint, helping you stay organized and ensure tasks are completed on time.

In addition to creating task lists, Sharepoint and Office 365 offer a range of other task management options. These include the Tasks Web Part, Planner, Microsoft To Do, Project for the Web, and Project Online. These tools provide additional features and functionalities to cater to your organization’s specific needs and enhance team collaboration.

With the ability to create task lists and explore other task management options, you can optimize your workflow, improve productivity, and achieve better results in Sharepoint.

Step-by-Step Guide to Creating a Task List in Sharepoint

Let’s dive into the step-by-step process of creating a task list in Sharepoint. By following these instructions, you will be able to efficiently manage your workflows and enhance team productivity.

  1. Log into the SharePoint site and click on the gearbox at the top or select “Add an app” from the quick launch site contents.
  2. Search for “Tasks” on the “App” page and click on the “Tasks” app file.
  3. Assign a name for the task list and click on “Create”.
  4. Open the created SharePoint Tasks list and click on “Add new task” or select items and click on “new task”.
  5. Enter task details such as Task Name, Start Date, Due Date, and Assigned to.
  6. To add more information, click on “Show More” and enter details like % Complete, Description, Predecessors, Priority, and Task Status.
  7. Click on “Save” to create the task.

Other task management options in SharePoint and Office 365 include the Tasks Web Part, Planner, Microsoft To Do, Project for the Web, and Project Online. These options provide additional features and functionalities for managing tasks and projects within your organization.

Task Name Start Date Due Date Assigned to % Complete
Task 1 2021-06-01 2021-06-10 John Doe 50%
Task 2 2021-06-05 2021-06-15 Jane Smith 75%

Summary

In summary, creating a task list in Sharepoint is a straightforward process that can greatly benefit your organization’s workflow management and team productivity. By following the step-by-step guide provided above, you will be able to create and manage tasks effectively. Additionally, exploring other task management options in SharePoint and Office 365 can provide you with even more features and functionalities to enhance your task management capabilities.

Other Task Management Options in Sharepoint and Office 365

Aside from creating a task list, Sharepoint offers various other task management options that cater to different needs and requirements.

The first option is the Tasks Web Part, which allows you to display tasks from multiple lists or sites in one consolidated view. This is particularly useful if you are working on multiple projects or collaborating with various teams. By utilizing the Tasks Web Part, you can easily track and manage tasks across your organization.

Another option available is Planner, a powerful tool that offers a visual way to organize tasks, assign them to team members, and track progress. With its intuitive interface, you can create boards, cards, and buckets to categorize tasks based on their status or priority. Planner also integrates seamlessly with other Office 365 apps, such as Teams and Outlook, ensuring smooth collaboration and communication.

For individuals who prefer a simple and straightforward task management tool, Microsoft To Do is a great choice. It allows you to create to-do lists, set due dates, and prioritize tasks. With its clean and user-friendly interface, you can stay organized and focused on your daily tasks.

If you are looking for more advanced project management capabilities, Sharepoint offers Project for the Web and Project Online. These tools provide comprehensive project planning, scheduling, and tracking features. You can create Gantt charts, allocate resources, and monitor project progress in real-time. Whether you are managing small-scale projects or complex initiatives, these options are designed to streamline your project management processes.

In conclusion, Sharepoint offers a wide range of task management options to suit various preferences and requirements. From the flexible Tasks Web Part to the visual capabilities of Planner, the simplicity of Microsoft To Do, and the comprehensive functionalities of Project for the Web and Project Online, you can find the perfect tool to enhance your team’s productivity and collaboration.

Meet the Author

Abdul Rahim has been working in Information Technology for over two decades. Learn how Abdul got his start as a Tech Blogger , and why he decided to start this Software blog. If you want to send Abdul a quick message, then visit his contact page here.