SharePoint Online: Managing Project Sites

Learn how to manage teams and streamline collaboration using SharePoint Online and Microsoft Project Online. Walk through how to create and manage task lists and project sites.

When you're coordinating multiple projects with a variety of team members, simply keeping track of your tasks can be tricky. SharePoint Online and Microsoft Project Online offer features—including task lists and project sites—that can help you set up, track, and manage your projects efficiently from any location. In this course, learn how to manage teams and streamline enterprise collaboration in the cloud using key features in SharePoint Online and Microsoft Project Online. Instructor Shari L. Oswald steps through how to create and manage SharePoint task lists, integrate tasks with Outlook, and convert lists to projects. Plus, she explains how to manage projects in the Project Center, create and deploy enterprise projects, and monitor your projects with reports.

Introduction

• Why collaborate using SharePoint Online project sites?

1. Getting Started with Project Collaboration

• Project management theory: Five stages of project management
• Project management theory: The project triangle
• What is Project Online?

2. Creating and Managing SharePoint Task Lists

• Creating a task list in SharePoint
• Adding tasks to a SharePoint task list
• Organizing tasks in a task list
• Assigning tasks
• Updating tasks
• Marking tasks complete
• Opening a SharePoint task list in Microsoft Project 2016

3. SharePoint and Outlook: Better Together

• Syncing task lists with Microsoft Outlook
• Updating tasks in Microsoft Outlook

4. Creating and Importing SharePoint Projects

• Creating a new SharePoint task project site
• What's in a SharePoint task list project?
• Customizing a SharePoint project site

5. Managing SharePoint Task Lists in the Project Center

• Utilizing the Project Center
• Creating a new SharePoint project task list from the Project Center
• Updating project details
• Adding an existing SharePoint site to the Project Center
• Adding a project to the Project Center timeline
• Removing a SharePoint task list from the Project Center

6. Configuring Time and Task Tracking

• Setting up policies for capturing time and task progress
• Setting up how time and task progress are captured
• Designating timesheet approvers
• Adding the timesheet link to the Quick Launch navigation of the site

7. Creating an Enterprise Project

• Creating an enterprise project
• Converting an existing project to an enterprise project
• Adding your project to the timeline

8. Planning Your Project

• Adding tasks to your project
• Organizing your tasks
• Adding a milestone
• Linking your tasks
• Managing the timeline
• Building the resource team
• Assigning tasks
• Setting a baseline
• Checking in your project

9. Execution

• Adding documents to a project
• Publishing a project
• Sharing your site with your resources
• Exporting a project to Excel
• Staying in touch via email

10. Tracking Your Progress

• Updating your progress
• Reporting your time
• Approving time reports

11. Monitoring Your Project

• Recording risks
• Recording issues
• Deliverables

12. Project Data and Tracking

• Viewing Project Online reports
• Reporting with Power BI

Conclusion

• Next steps