How To Use Sharepoint To Track Projects?

Are you looking for an effective way to keep track of projects in your organization? SharePoint is an excellent tool to use for this purpose. It is a web-based collaborative platform that provides a powerful and secure environment to store and share data, track projects, and manage documents. In this article, we will discuss how to use SharePoint to track projects, including setting up the platform, creating project sites, and adding project members. We will also discuss how to use SharePoint to monitor project progress and keep stakeholders informed. So, if you’re ready to get started, let’s dive into how to use SharePoint to track projects!

How to Use SharePoint to Track Projects

SharePoint is a powerful tool for project management and tracking. It can help organizations of all sizes to stay organized and on top of their projects. In this article, we will explain how to use SharePoint to track projects.

Creating a Project Site in SharePoint

The first step to using SharePoint to track projects is to create a project site. To do this, you will need to access the SharePoint admin center and create a new site. Once the site is created, you can begin to add content and customize it to your needs. You can add files, documents, images, and other content that is related to the project. You can also add custom lists and libraries to the site, which will help you keep track of tasks, deadlines, and other project-related information.

Making Project-Related Documents Accessible

Once the project site is created, you can begin to make project-related documents available. This can include project plans, requirements documents, status reports, and more. You can also create a document library for each project, which will make it easy to find and access the necessary documents. Additionally, you can set up document versioning so that you can track changes to documents over time.

Creating and Managing Tasks

SharePoint also offers the ability to create and manage tasks. You can create tasks for the team, assign them to individuals, and track their progress. You can also set due dates and reminders for tasks, which will help to ensure that they are completed on time. Additionally, you can create custom views, which will help you get a better overview of all of the tasks on the project.

Tracking Project Progress

SharePoint also provides a way to track project progress. You can use the project site to keep track of the overall status of the project. Additionally, you can create custom dashboards and reports to get a better understanding of the progress that has been made. This can be especially helpful for tracking progress over time and identifying areas of improvement.

Collaborating with Team Members

SharePoint also offers the ability to collaborate with team members. You can create discussion boards and team sites, which will allow you to communicate with team members and share information. Additionally, you can create custom forms to collect data from team members, which can be used to track progress and make decisions.

Integrating with Other Tools

SharePoint can also be used to integrate with other tools. For example, you can integrate with project management tools such as Microsoft Project or Trello. This will allow you to keep track of tasks, deadlines, and project progress in a single place. Additionally, you can use SharePoint to integrate with other systems such as customer relationship management (CRM) systems.

Creating Custom Reports

SharePoint also offers the ability to create custom reports. This can be used to track project progress and identify areas of improvement. You can create reports based on specific criteria, such as project status or project type. Additionally, you can generate reports based on custom fields, which can be used to get an overall view of the project.

Creating Notifications

SharePoint also offers the ability to send notifications to team members. You can create notifications for tasks, deadlines, and other project-related information. This will help to ensure that team members are kept up to date on the status of the project. Additionally, you can use the notifications to remind team members of upcoming tasks and deadlines.

Using SharePoint for Project Management

SharePoint is a powerful tool for project management and tracking. It can help organizations of all sizes to stay organized and on top of their projects. By creating a project site, making project-related documents accessible, creating and managing tasks, tracking project progress, collaborating with team members, integrating with other tools, creating custom reports, and creating notifications, SharePoint can be used to manage projects.

Related Faq

What is SharePoint?

SharePoint is a cloud-based platform from Microsoft that businesses and organizations can use to store, manage, and share data and documents. It provides a central repository for documents, images, and other digital content, which can then be accessed and modified by users with appropriate permissions. SharePoint also provides powerful tools for project management, collaboration, and communication.

SharePoint includes features such as team sites, project sites, document libraries, task lists, and calendars to help teams stay organized and manage their projects successfully. It also includes workflow capabilities to automate business processes and provide a centralized location for teams to share ideas and collaborate on projects.

How can SharePoint be used to track projects?

SharePoint can be used to track projects by creating project sites, task lists, and workflows. These tools allow teams to set up a project timeline and assign tasks to specific members. Project sites provide a central location for teams to collaborate and share documents, images, and other digital content related to their project.

Task lists provide a way for teams to assign tasks to specific members and track progress. They can be used to track the completion of tasks, set deadlines, and manage resources. Workflows allow teams to automate business processes and provide an easy way to collaborate with project stakeholders. By leveraging these tools, teams can easily track the progress of their projects and ensure that tasks are completed on time.

What are the benefits of using SharePoint to track projects?

Using SharePoint to track projects provides many benefits. It provides a central repository for all project-related documents and files, which makes it easier to keep track of changes and stay organized. SharePoint also provides powerful tools for collaboration, communication, and workflow automation that make it easier for teams to work together and stay on track.

Additionally, SharePoint provides reporting capabilities that allow teams to easily view their project progress. This includes visualizations such as task lists, timelines, and dashboards that provide an overview of the project’s status. This makes it easier for teams to identify potential issues and take corrective action if necessary.

How secure is SharePoint for project tracking?

SharePoint is a secure platform for project tracking. It utilizes industry-standard security measures such as authentication, authorization, and encryption to ensure that data is kept safe. Additionally, SharePoint provides the ability to configure user access permissions, which allows teams to control who can access and modify project data.

SharePoint also provides additional security features such as virus scanning and data loss prevention. These measures help protect data from malicious attacks and ensure that only authorized users can view and modify project data. Furthermore, SharePoint is regularly updated to ensure that its security measures are up to date and can protect data from the latest threats.

What features are available in SharePoint for project tracking?

SharePoint provides a variety of features for project tracking. This includes team sites, project sites, document libraries, task lists, and calendars. These tools allow teams to set up a project timeline and assign tasks to specific members. Additionally, SharePoint provides powerful collaboration and communication tools, as well as workflow capabilities to automate business processes.

SharePoint also provides reporting capabilities that allow teams to easily view their project progress. This includes visualizations such as task lists, timelines, and dashboards that provide an overview of the project’s status. Furthermore, SharePoint provides the ability to configure user access permissions, which allows teams to control who can access and modify project data.

What is the difference between a team site and a project site in SharePoint?

A team site is a type of site in SharePoint that is used to store and share documents and other digital content. It provides a central repository for files related to a particular team or project. Team sites are typically used for collaboration, communication, and document sharing.

A project site is a type of site in SharePoint that is specifically designed for project management. It provides tools such as task lists, workflows, and calendars to help teams stay organized and manage their projects successfully. Additionally, project sites provide powerful collaboration and communication tools, as well as reporting capabilities to view project progress.

SharePoint is a powerful tool that can help you and your team stay organized and on track with your projects. It can help you manage tasks and delegate responsibilities, keep everyone in the loop, and track project progress. With its intuitive user interface and robust customization options, SharePoint makes it easy to create a workflow that works for you and your team. With a few simple steps, you can start using SharePoint to help streamline your next project and make sure you stay on top of it until the very end.