{"id":445,"date":"2012-08-13T16:38:00","date_gmt":"2012-08-13T08:38:00","guid":{"rendered":"http:\/\/vm-officeblogs.cloudapp.net\/2012\/08\/13\/managing-tasks-in-sharepoint\/"},"modified":"2022-07-06T08:35:15","modified_gmt":"2022-07-06T15:35:15","slug":"managing-tasks-in-sharepoint","status":"publish","type":"post","link":"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/2012\/08\/13\/managing-tasks-in-sharepoint\/","title":{"rendered":"Managing tasks in SharePoint"},"content":{"rendered":"
Almost any project we work on is collaborative these days. A restaurateur might be working with his staff and publicists to develop and advertise a new menu. A wedding planner might be working with florists and venue coordinators to make someone\u2019s dream wedding come true. You need a way to coordinate to-dos, easily communicate status, and stay in sync with your team without leaving your favorite tools.<\/p>\n
<\/a><\/p>\n In the next version of SharePoint, you can add task management capabilities to enhance any team site so you can get organized, plan and track tasks, and communicate deadlines, all in the same place you store documents and notes. The best way to do this is by clicking on the \u201cWorking on a deadline?\u201d tile on the main page of your new site.<\/p>\n <\/a><\/p>\n This will give you a few tools to help you do work: <\/p>\n Quickly creating task in the next version of SharePoint is as easy jotting down a quick list of to dos on a note pad. From the new Task List, click \u201cedit this list\u201d to load the list in an Excel-like grid. This view lets you quickly capture a bunch of tasks, and if you want, the due date and people it\u2019s assigned to. You can even copy and paste directly into the Task List from Excel.<\/p>\n <\/a><\/p>\n This mode gives you the flexibility to organize your list however you see fit. If you want to break down a bigger work item into smaller tasks, you can create hierarchy by using indent\/outdent from the Tasks ribbon, just like you would in Microsoft Word or Outlook. If changes happen, you can reorder tasks using drag and drop or the move up and move down buttons from the ribbon.<\/p>\n <\/a><\/p>\n Forgot to add task that needs to be done between two others? Just click Insert and add it directly in the middle.<\/p>\n <\/a><\/p>\n As you plan progresses, you\u2019ll notice late tasks that aren\u2019t complete are highlighted in red. You can quickly mark tasks as complete by clicking the checkbox.<\/p>\n <\/a><\/p>\n Lastly, at the top of the page, you\u2019ll find an interactive timeline to give you a visual representation of the most important tasks and milestones. This gives everyone involved a high level overview of the project schedule. Any task with dates can be added to the timeline by clicking on \u201cadd to timeline\u201d from the ribbon or the task callout.<\/p>\n <\/a><\/p>\n With the task list, it\u2019s easy to get organized around work your team needs to complete and see how you\u2019re doing.<\/p>\n The Tasks list is great for the person driving the project but everyone else that visits the site (team members, stakeholders) need an at-a-glance view of the project status. For this, we have the Project Summary on the home page of the site which makes it easy to communicate both the high level plan and the details of upcoming tasks and events. <\/p>\n <\/a><\/p>\n The Project Summary contains a countdown of the number of days till the next major milestone on the timeline is due and two views you can rotate between. The first view is the task list timeline, which gives casual stakeholders a high level overview of where things are heading. <\/p>\n <\/a><\/p>\n The second is a list of upcoming task deadlines and calendar events, which gives folks who need specific details a good picture of next steps. <\/p>\n <\/a><\/p>\n So anyone who goes to the site will have a good high level picture of how things are going and what people should be working on. <\/p>\n If you\u2019re anything like us, you need to stay productive while you\u2019re on the go. With the next version of SharePoint on your preferred mobile device, you can stay up to date wherever you may be. Swipe through your timeline to see where the plan is headed.<\/p>\n\n
Quickly capturing work and deadlines with the Task List<\/h4>\n
Communicating project status at a glance<\/h4>\n
Access anywhere<\/h4>\n