List of the workflow stages in Project Web App 3. Construct the workflow in the Text-Based Designer. You can start typing at the orange insertion line to get context-sensitive auto-completion statements for the workflow logic and steps, or you can insert the logic and steps by using controls in the Insert group on the WORKFLOW tab of the ribbon.
Bob Mixon 21 Comments Task Management The task management functionality available in SharePoint has many new and improved features.
Features such as the ability to create sub-tasks, a new timeline view, more robust management of tasks using Microsoft Project and so on. In this article I will take a deeper look in to these new and enhanced features of SharePoint Task Management. No customizations have been made to the site, libraries or lists.
The figure below is our demonstration site, using the standard Project Site template. The figure below shows the standard Tasks list that is included with the Project Site template. The list itself is very similar to what we found in earlier versions of SharePoint.
However, you will notice a timeline view is now available.
More about the timeline view later. Task Assignment An improvement in SharePoint task management is the ability to assign multiple resources to a task. Subtasks You now have the ability to create subtasks which is another new feature found in SharePoint I believe this was primarily implemented to support Microsoft Project integration.
More on Microsoft Project integration below. To create a subtask, click the parent item context menu and select the Create Subtask option. The figure below shows our task list after adding 2 subtasks. Timeline View The timeline view provides you with the ability to display specified tasks in a timeline, or Gantt, style view.
The timeline view can be enabled or disabled for any task list in SharePoint. You can add and remove tasks from a timeline by clicking the task item context menu and selecting Add to Timeline or Remove from Timeline option. In the figure below, you can see that I have added the Human Resources Intranet Requirements task to the timeline.
You will find the timeline view is best suited to display high-level tasks and milestones. If you add too many tasks it will become cluttered and difficult to read. Aggregating Tasks to Your Personal Site One of the best new features available in SharePoint is the aggregation of tasks, assigned to you, in your personal site.
This provides you with a view of all tasks, across the entire farm, aggregated in one place. This means, regardless of where a task resides a department site, project site, team site, etc.
To accomplish this in the past, we had to customize a solution using search web parts, create a custom developed solution or purchase a 3rd party tool. The personal site task aggregation feature utilizes the SharePoint FAST search engine to index task information and make it available for querying.Watch video · A SharePoint project site can help you track progress, meet deadlines, and manage multiple versions of project documents.
In this course, Bill Kulterman helps you use SharePoint as a project management tool to help your team succeed. I have written a number of posts already on how SharePoint is a perfect tool to store and manage timberdesignmag.com today’s post, I would like to explain to you, my loyal blog reader, how to build a simple, but versatile Document Management System in SharePoint (also known as SharePoint DMS)..
What is a Document Management System in SharePoint? As a Project Manager, I am always looking for ways to better organize my project documents in SharePoint. Following my very popular slide deck from on SharePoint Project Management, I have been getting lots of questions on how to actually go about creating a functional project .
Nov 17, · SharePoint can be used to apply common and practical project management concepts and helps you build a Project Management Information System (PMIS), customized to your project that can efficiently coordinate communication and collaboration among team members.
SharePoint is a web-based collaborative platform that integrates with Microsoft timberdesignmag.comed in , SharePoint is primarily sold as a document management and storage system, but the product is highly configurable and usage varies substantially among organizations.
Microsoft states that SharePoint has million users across , customer organizations. Easy-to-use business task management and simple project management for Office , SharePoint and Azure.
Featured in Microsoft Office Store as Editor's Picks.
Team leaders and executives rely on Actionspace to effectively manage daily teamwork, track progress and ensure timely and risk-free completion of business projects. And everything is within your familiar corporate Microsoft cloud .