Manage Tasks in Sharepoint [Ensure Optimum Productivity]

Newhydeparkfitness
10 min readJun 16, 2024

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Manage Tasks in SharePoint [Ensure Optimum Productivity]

Managing tasks can be challenging. But, with SharePoint, it becomes easier and more efficient. In this article, we will explore how to Manage Tasks in SharePoint [Ensure Optimum Productivity]. This will help you and your team stay organized and get more work done.

SharePoint is a tool that helps you organize and share information. It is very useful for managing tasks. To learn more about using SharePoint, you can visit this guide.

Why Use SharePoint for Task Management?

SharePoint is great for task management because it helps you:

  • Stay Organized: SharePoint lets you create lists and calendars to keep track of tasks.
  • Collaborate: You can share tasks with your team and work together.
  • Track Progress: You can see the status of tasks and know what is completed and what is not.
Manage Tasks in Sharepoint [Ensure Optimum Productivity]

Steps to Manage Tasks in SharePoint

Here are the steps to manage tasks in SharePoint:

1. Create A Task List

The first step is to create a task list. Follow these steps:

  • Go to your SharePoint site.
  • Click on “Site Contents”.
  • Click on “New” and select “List”.
  • Choose “Tasks” from the templates.
  • Give your task list a name and click “Create”.

2. Add Tasks To The List

Next, you need to add tasks to your list:

  • Go to your task list.
  • Click on “New Task”.
  • Fill in the task details like the title, start date, due date, and description.
  • Click “Save”.

3. Assign Tasks To Team Members

Assigning tasks to team members is easy:

  • Open the task you want to assign.
  • Click on “Edit”.
  • In the “Assigned To” field, enter the name of the team member.
  • Click “Save”.

4. Track Task Progress

To track the progress of tasks, follow these steps:

  • Go to your task list.
  • Look at the “Status” column to see if the task is not started, in progress, or completed.
  • You can also use the “Timeline” view to see a graphical representation of the tasks.

5. Set Up Alerts

SharePoint allows you to set up alerts to stay updated on task progress:

  • Go to your task list.
  • Click on the “Alert Me” button.
  • Choose the settings for your alerts, such as how often you want to receive them.
  • Click “OK”.

6. Use Sharepoint Workflows

SharePoint Workflows help automate task management:

  • Go to “Site Settings”.
  • Click on “Workflows”.
  • Select a workflow template, such as “Approval” or “Three-state”.
  • Follow the steps to configure the workflow.

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Tips for Ensuring Optimum Productivity

To ensure optimum productivity while managing tasks in SharePoint, consider these tips:

1. Keep Task Lists Simple

Do not overcomplicate your task lists. Keep them simple and easy to understand.

2. Prioritize Tasks

Make sure to prioritize tasks. Work on the most important tasks first.

3. Regularly Update Task Status

Keep your task list updated. Regularly update the status of tasks to reflect their progress.

4. Use Visual Tools

Use visual tools like the “Timeline” view to see the progress of tasks at a glance.

5. Communicate With Your Team

Good communication is key. Make sure to communicate with your team about task progress and any issues.

Manage Tasks in Sharepoint [Ensure Optimum Productivity]

Common Issues and Solutions

While managing tasks in SharePoint, you might face some common issues. Here are some solutions:

1. Tasks Not Updating

If tasks are not updating, try refreshing the page. If the issue persists, check your internet connection.

2. Unable To Assign Tasks

If you are unable to assign tasks, make sure the team member is added to your SharePoint site.

3. Alerts Not Working

If alerts are not working, check the alert settings and make sure they are configured correctly.

Frequently Asked Questions

How Do I Create Tasks In Sharepoint?

Use the “Tasks” app or “Planner” to create tasks. Access these from your SharePoint site.

Can I Assign Tasks To Team Members?

Yes, you can assign tasks to specific team members through the task details section.

How Do I Track Task Progress?

Use the task status and progress bars. Update them regularly to reflect current progress.

Can I Set Deadlines For Tasks?

Yes, set due dates in the task details. SharePoint will notify you of upcoming deadlines.

How Do I Prioritize Tasks In Sharepoint?

Use the “Priority” option in task details. Set tasks as High, Medium, or Low priority.

Can I Integrate Sharepoint Tasks With Outlook?

Yes, sync your SharePoint tasks with Outlook for better task management and calendar integration.

How Do I Create Task Lists In Sharepoint?

Go to your SharePoint site, click “New,” and select “Task List” to create and manage task lists.

Is It Possible To Automate Tasks In Sharepoint?

Yes, use Microsoft Power Automate to create workflows that automate repetitive tasks and processes.

Conclusion

Managing tasks in SharePoint is a great way to stay organized and ensure optimum productivity. By following the steps and tips in this article, you can make the most out of SharePoint for task management.

For more tips on using SharePoint, check out this guide.

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