SharePoint Project Management – A Guide for Beginners

Sharepoint Project Management – A Guide For Beginners
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Microsoft has provided businesses with numerous tools to perform various tasks in the company including projects. In any project, the main challenge is usually the lack of a proper way to organize and assign tasks, do a follow-up on them, and report. Luckily, SharePoint, which collaboration platform under a Microsoft license, is capable of handling project management.

If you are interested in understanding how SharePoint project management works, then you should read this article. It is designed for beginners.

What Is SharePoint Project Management?

This is a set of features in SharePoint that help project managers, team leaders, and entrepreneurs manage tasks and projects. Whether you are running an eCommerce or any other business, these features will ultimately meet your needs perfectly.

If you are new to SharePoint for project management, there is a lot that you need to know to enjoy all the benefits. It is all about the right features for SharePoint project management.

Best SharePoint Project Management Features

For you to succeed in SharePoint project management goals, there is a need to know all the features you can use. According to VirtoSoftware latest blog post, this solution is all-inclusive and you do not need to look for other solutions to succeed in your projects.

Here are the common features to take advantage of:

  • Planning the projects – When using SharePoint project management, planning is very important. The features that will help you include the Microsoft planner, which is easy to use and effective. It creates boards, dashboards, and views including all tasks assigned to the teams. You may use the planner to assign the tasks, monitor them, and generate reports if you don’t want to use other tools.
  • Tasks assignment – After planning, assigning tasks through the “start a task” or “assign a task” function is a great way for using SharePoint as a project management tool. Teams and workmates will see the tasks assigned to them and start working on them immediately.
  • Resource management – One of the most important features in SharePoint project management is resource management. This is achieved by using relevant tools to set project dates, descriptions, and an overview of the projects. Furthermore, project management in SharePoint may also use version control and approval workflow to manage libraries in an eCommerce or any other business.
  • Project reporting – As mentioned, reporting is very essential in every project or even normal business management. Through workflows and lists in SharePoint, views on projects in progress, overdue projects, and any other report you might need. These settings communicate the progress of projects in real-time to people in the teams. You may also use color codes as the KPIs to show the status of the reports.
  • Advanced alter tools – Alerts in SharePoint project management play an important role. Whether it is the team leader or any other team member, getting the right alerts is very important. Alerts are typically sent via email and they include new tasks alerts completion of tasks alerts or any other.

Examples of Some Task Management Solutions

Examples Of Some Task Management Solutions

Virto Kanban

Kanban Board App for SharePoint Online by Virto Software is a great task management tool that lets you interact with tasks, as well as the entire project, through Kanban cards. This solution is capable of creating new SharePoint lists, updating existing ones, creating notifications, subtasks, and changing permissions.

It’s also important to mention that Kanban Board App allows you to generate a detailed Kanban board as a chart as many times as needed, essentially providing you with an up-to-date dashboard with up-to-date information on your Kanban board just one click away.

Microsoft Power BI and Project Online

As we will see in our second example, we have combined Microsoft Project Online and Power BI. In this case, it makes sense – Power BI generates dashboards from Project Online reports.

The purpose of Project Online is to manage resources within projects, automate scheduling, and provide useful reporting capabilities. The Power BI solution, by contrast, is a business analytics solution that turns information into meaningful visuals that make it easy to understand.

Project Online is a very complicated solution that requires a lot of time and knowledge to master. Power BI on its own is relatively simple with a fairly easy learning curve, but Project Online is extremely complicated. In addition, the fact that it’s mostly geared towards large projects with massive numbers of tasks and nuances makes matters worse.

Other than that, it’s a rather powerful pair, with Project Online being able to meet the resource management, scheduling, and reporting needs of many businesses and industries. In addition to the abundance and variety of reports, Power BI now has more ability to create user-friendly dashboards that display information to the best of their ability.

The cost of this type of combination is also not as inexpensive since Project Online is an expensive solution on its own.

Microsoft Planner

A typical “to-do” app, Microsoft Planner is a relatively simple tool that can be used both for personal and team-based planning. Its interface is very user-friendly and is based on the popular task-focused web service Trello.

Every O365 paid subscriber – both enterprise and personal – has access to Microsoft Planner. As you open it, you’ll see a hub of sorts that shows both the recent plans you’ve created or changed, as well as the list of all the plans you’ve created or edited in your Planner account.

In addition, Planner has its own version of a dashboard with just a click of the “Charts” button at the top of the screen. Charts let you view information about this particular plan in several different ways – and to a certain extent, you can also customize those reports.

Final Words

Achieving SharePoint project management is very easy even if you are a beginner. For those in e-commerce and using ASP.NET solutions, you are lucky because SharePoint is a common integration. So, check the features to use in your project management.

Thank you for reading!

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