Task Lists
Task Lists in SharePoint are specialized lists designed for tracking tasks, assignments, and to-do items. They enable teams to manage their work efficiently and collaboratively. Here are the key features and functionalities of Task Lists:
Key Features
- Task Creation: Users can create new tasks with details such as title, description, due date, priority, and assigned to.
- Views: Task Lists offer multiple views (e.g., Gantt Chart, Kanban, Calendar) to visualize tasks based on different criteria.
- Status Tracking: Users can update task status (Not Started, In Progress, Completed) to reflect the current state of work.
- Priority Levels: Tasks can be categorized by priority (e.g., High, Medium, Low) to help teams focus on what's important.
- Custom Attributes: SharePoint allows for the addition of custom columns to suit specific project needs.
- Notifications: Users can receive email notifications for task assignments and updates.
- Integration: Task Lists can be integrated with Microsoft Planner, Teams, and other Office 365 applications for enhanced collaboration.
Creating a Task List
To create a Task List in SharePoint, follow these steps:
- 1. Navigate to your SharePoint site.
- 2. Click on the gear icon (Settings) in the top right corner.
- 3. Select “Site contents”.
- 4. Click on “New” and choose “List”.
- 5. Select “Tasks” from the available list templates.
- 6. Name your Task List and click “Create”.
Managing Tasks
Tasks within a Task List can be managed by:
- Editing: Click on a task to open and edit its details.
- Deleting: Remove tasks that are no longer needed.
- Filtering and Sorting: Use filtering and sorting options to manage task visibility based on criteria like due dates or assigned users.
- Assigning Tasks: Designate team members to specific tasks for accountability and clarity.
Best Practices
To maximize the effectiveness of Task Lists:
- Regularly review and update tasks to keep the team aligned.
- Use clear and concise task titles and descriptions.
- Encourage team members to update task statuses promptly.
- Utilize views that best fit your team's workflow (e.g., Gantt for planning, Kanban for execution).
Task Lists in SharePoint are a powerful tool for project management, providing teams with functionality to track and manage tasks effectively. By using them strategically, teams can enhance collaboration and productivity.
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