How To Track Projects In Sharepoint?

If you’re a project manager or team leader looking for an efficient way to keep track of projects, SharePoint is an ideal platform to consider. With SharePoint, you can easily manage and track projects with a wide range of powerful tools and features. In this article, we’ll walk you through the steps required to track projects in SharePoint, from setting up project plans and tracking progress to monitoring project performance. You’ll also learn how to customize SharePoint for project tracking and gain valuable insight into the advantages of using this platform for project management. Let’s get started!

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How to Track Projects in SharePoint?

SharePoint allows businesses to keep track of projects, tasks, and other elements of their workflow in one central location. It can help organizations streamline processes, better collaborate, and improve the overall efficiency of their operations. In this article, we will discuss how to track projects in SharePoint so you can get the most out of the platform.

Step 1: Set Up a SharePoint Site

The first step in setting up SharePoint to track projects is to create a SharePoint site. You can do this easily by following the steps in the SharePoint Administration Center or by using the SharePoint Online Management Shell. Once your site is up and running, you will be able to begin the process of setting up your project tracking system.

Step 2: Create a Project List

Once your site is up and running, you’ll need to create a project list. This list will allow you to keep track of all the tasks and components of each project. You can create the list by selecting “lists” from the left navigation pane and then clicking “new list.” Enter a title for the list and then choose a template for the list. Options for the list include tasks, calendar, contacts, and more.

Step 3: Add Fields to the Project List

Once you have created your project list, you will need to add fields to the list. These fields will allow you to track important information about the project. Examples of fields you might include are project name, due date, budget, progress, and priority. You can add fields by clicking “add columns” from the list settings page.

Step 4: Create a Dashboard

Once you have created your project list and added the necessary fields, you will need to create a dashboard. This dashboard will allow you to monitor the progress of your projects. You can create a dashboard by selecting “dashboards” from the left navigation pane and then clicking “new dashboard.” Here you can add various charts and graphs to visualize the progress of your projects.

Step 5: Create Workflows

Workflows are automated processes that can help streamline the project tracking process. For example, you can create a workflow that will send an email notification when a task is due or when a project is completed. You can create workflows by selecting “workflows” from the left navigation pane and then clicking “new workflow.” Here you can create a workflow that will automate certain tasks and processes.

Step 6: Create Reports

Finally, you can create reports to help you track the progress of your projects. You can create reports by selecting “reports” from the left navigation pane and then clicking “new report.” Here you can choose from a variety of report types, such as summary reports, trend reports, and comparison reports. You can also customize the report to include only the information you need to track your projects.

Step 7: Share Your Project Lists with Other Teams

Once your project tracking system is set up, you can share your project lists with other teams. This will allow them to view the progress of the projects and make updates to the list as needed. You can share the list by selecting “share” from the list settings page. Here you can enter the names of the teams you would like to share the list with.

Step 8: Create Project Templates

Next, you can create project templates. This will allow you to quickly create new projects based on existing templates. You can create project templates by selecting “templates” from the left navigation pane and then clicking “new template.” Here you can select the fields and workflows you want to include in the template.

Step 9: Automate Tasks with Microsoft Flow

Finally, you can use Microsoft Flow to automate tasks related to project tracking. For example, you can create a Flow that will automatically send an email notification when a task is due. You can create a Flow by selecting “flows” from the left navigation pane and then clicking “new flow.” Here you can choose from a variety of templates to automate your project tracking tasks.

Step 10: Track Your Projects Using SharePoint

Now that you have set up your project tracking system in SharePoint, you can begin tracking your projects. You can view the progress of your projects by viewing the project list, dashboard, and reports. You can also share the project list with other teams, create project templates, and automate tasks with Microsoft Flow.

Frequently Asked Questions

What is Sharepoint?

Sharepoint is a web-based collaboration platform developed by Microsoft. It allows users to store, organize, share, and access information from any device. It is commonly used for document management, project management, and content management. Sharepoint also provides tools for business intelligence, workflow automation, and website creation.

Sharepoint is used by many organizations to collaborate on projects and manage content. It is a popular choice for companies of all sizes, as it is highly customizable and provides a variety of features that can be tailored to the needs of a specific organization.

What are the benefits of tracking projects in Sharepoint?

Using Sharepoint to track projects provides organizations with better visibility into the progress of their projects. It allows them to track project milestones, set deadlines, and monitor the progress of their projects. This helps organizations stay on top of their projects and ensure that they are completed on time and within budget.

Sharepoint also provides users with the ability to collaborate on projects in real-time. This allows team members to communicate quickly and easily and stay up-to-date with the progress of their projects. It also allows teams to easily share documents and other project-related information, which can help streamline the project management process.

How do I set up a project tracking system in Sharepoint?

To set up a project tracking system in Sharepoint, users will first need to create a new project site. This can be done by clicking on the “Create” button in the upper right corner of the Sharepoint home page. From there, users can select a template for their project site and customize it to meet their needs.

Once the project site has been set up, users can then add tasks, assign them to team members, and track the progress of their projects. They can also set due dates and reminders, add notes and comments, and share documents and other project-related information.

What features are available when tracking projects in Sharepoint?

When tracking projects in Sharepoint, users have access to a variety of features that can help them manage their projects more efficiently. These features include the ability to assign tasks to team members, set deadlines, and monitor the progress of their projects. They also have access to a variety of tools for collaboration, such as the ability to share documents, comment on tasks, and send notifications to team members.

In addition, Sharepoint also provides users with access to business intelligence tools. These tools allow users to gain insights into their projects, such as the cost, timeline, and completion rate. This can help them make better decisions and optimize the performance of their projects.

What if I need help tracking projects in Sharepoint?

If users need help tracking projects in Sharepoint, they can find a variety of resources online. Microsoft provides a range of tutorials and support articles that can help users get started with Sharepoint. In addition, there are also a number of third-party services and tools that can help users manage their projects more efficiently.

Users can also find a variety of online forums and communities where they can ask questions and get answers from experienced Sharepoint users. These forums can be a great resource for users who need help with their Sharepoint projects. Finally, users can also contact Microsoft for additional help and support.

As you can see, tracking projects in SharePoint is an efficient and effective way to stay organized and ensure tasks are completed in a timely manner. With its easy-to-use interface, teams can easily collaborate and keep everyone in the loop. SharePoint’s powerful tracking capabilities provide the perfect platform to ensure projects stay on track and deliver the desired results. With SharePoint’s comprehensive tracking features, there’s no excuse not to stay organized and on top of your projects.