SharePoint task management can become a time consuming part of your work without knowledge of certain features and benefits of ootb SharePoint task management system or without a proper third-party SharePoint task management tool. The smart approach to this issue can dramatically shorten the whole project planning cycle.
In this article we are going to learn some basic concepts of SharePoint task management.
A personal site is the easiest way to keep track of your tasks and manage them from one location. You can see an aggregate view of all assigned to you tasks across the entire farm, regardless of where a task resides. You have the ability to edit the task by clicking on it and go directly to the site or list, which containing this task.
The timeline view allows you to display specified tasks in a Gantt chart style view, the most popular view for SharePoint task management. This is a convenient way to represent tasks list sequentially as tasks, subtasks and milestones with dates. Also, you can format the task with color and text styles.
You can display your tasks in timeline view by editing the web part properties and checking “Show timeline” box in web part settings.
Among the other SharePoint task management features:
Click the checkbox to mark the task as completed.
Click exclamation point to mark the task as important.
Make a task personal (visible to you only).
A SharePoint site with tasks gives you a whole view of all users tasks involved to a project. There you can choose a view according to SharePoint task management requirements. Several predefined views are available for a task list like Calendar, Completed, Gantt chart, Late Tasks, etc.
On a SharePoint site you can manage your tasks or other users tasks, in case you have according permission.
If your SharePoint task management processes require more flexibility, you can import and synchronize the SharePoint task list within Microsoft Project 2013 by clicking “Open with Project” option on the ribbon.
But the SharePoint task list will be opened in Microsoft Project outside your SharePoint site. In case you will perform your SharePoint task management in SharePoint environment only, you can use additional tools that enhance the ootb capabilities.
SharePoint Kanban Board by Virto displays SharePoint task list in colorful and convenient view, where you can drag and drop and sort tasks between columns and swimlanes of a project to distinguish priority or responsibility of sub-processes.
Also, we plan to add some awesome feature in the coming update! You will be able to use task notification system and track all changes in task activities stream. Stay tuned for news!