SharePoint for Project Management (Modern Theme)
1h 58mIntermediate2019-03-18
Authors
Bill Kulterman
Educator, Author, Microsoft Certified Trainer
Course details
SharePoint can help you manage small projects and keep them running smoothly. In this course, Microsoft Certified Trainer Bill Kulterman reviews the features that make SharePoint an ideal project management tool for teams who already use it for collaboration and document management. Learn how to track tasks, use the timeline for visual insights into your project schedule, and leverage built-in and custom views to display exactly the right information. Bill also shows how to use the group calendar and create and add plans from Microsoft Planner to your SharePoint site.
Note: This course focuses on modern SharePoint sites built with the Communication template, but anyone using a classic site will be able to follow along.
Learning objectives
Comparing classic and modern sites
Creating and editing tasks
Adding tasks to the timeline
Working with task views
Adding meetings and tasks to the group calendar
Adding a plan to your SharePoint site
Note: This course focuses on modern SharePoint sites built with the Communication template, but anyone using a classic site will be able to follow along.
Learning objectives
Comparing classic and modern sites
Creating and editing tasks
Adding tasks to the timeline
Working with task views
Adding meetings and tasks to the group calendar
Adding a plan to your SharePoint site
Skills covered
Microsoft PlannerSharePoint OnlineEnterprise Content ManagementProject Management SkillsPersonaCloud ServicesProject ManagementNetwork and System AdministrationCloud ComputingOpen SourceMicrosoft
Concepts
0. Introduction
- 01 - Managing projects with SharePoint
- 02 - What you need to know
1. Classic vs. Modern Sites for Projects
- 03 - Classic sites vs. modern sites
2. The Tasks App
- 04 - Add the tasks app
- 05 - The modern list
- 06 - Add a new task to the list
- 07 - Edit tasks
- 08 - Add predecessors
- 09 - Add a subtask
- 10 - Task alerts
- 11 - Task list settings
- 12 - List alerts
3. The Timeline
- 13 - Add tasks to the timeline
- 14 - Timeline options
- 15 - Timeline display options
- 16 - Add an additional timeline
4. Task List Views
- 17 - All Tasks view
- 18 - Calendar view
- 19 - Completed view
- 20 - Late Tasks view
- 21 - Upcoming Tasks view
- 22 - My Tasks view
- 23 - Gantt Chart view
- 24 - Custom view
5. The Group Calendar
- 25 - The group calendar
- 26 - Add a meeting to the calendar
- 27 - Add a task to the calendar
- 28 - Add the calendar web part
- 29 - Edit calendar items
6. Add a Plan to Your Site
- 30 - Add a plan
- 31 - Add a task to a plan
- 32 - Add a Planner web part
Conclusion
- 33 - Next steps