SharePoint - Stay on Track

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SharePoint - Stay on Track

  1. 1. 1 Stay on track and deliver on time
  2. 2. 2 http://discoversharepoint.com/timeline Add a timeline and tasks list to your site using the getting started tiles or the settings menu. Add the timeline to your site
  3. 3. 3 Organize and assign tasks http://discoversharepoint.com/timeline Break your project down into actionable steps and get things done by assigning the right tasks to the right people.
  4. 4. 4 Organize and assign tasks http://discoversharepoint.com/timeline Alternatively, you can copy over an entire tasks list from a spreadsheet onto your site.
  5. 5. 5 Get organized in a few clicks http://discoversharepoint.com/timeline Organize your tasks by categories in a couple of clicks.
  6. 6. 6 Follow progress to stay on track http://discoversharepoint.com/timeline Keep tweaking your tasks with the Hover Panel to fill in details, like the start date or percent completion of a task.
  7. 7. 7 Add important milestones to the timeline http://discoversharepoint.com/timeline Customize your project summary and stay on top of what needs to get done by adding tasks to your timeline.
  8. 8. 8 Dig deeper into your timeline http://discoversharepoint.com/timeline Connect your tasks list with Project Professional to take your project to the next level.
  9. 9. 9 Take your project to the next level http://discoversharepoint.com/timeline Now you can manage task dependencies, balance resource allocations, and generate status reports with ease.
  10. 10. 10 Take your project to the next level http://discoversharepoint.com/timeline Once you’re finished, save your changes back in SharePoint to update your timeline and tasks list.
  11. 11. 11 Keep an eye on important details http://discoversharepoint.com/timeline Now your personalized timeline and all the resources that you need to complete your project on time are conveniently available from one place. Keep an eye on important details with the project summary—it warns about delays and keeps next steps and milestones on your radar.
  12. 12. 12 Get organized http://discoversharepoint.com/timeline Your personal tasks from Outlook, and your assignments from various projects managed in SharePoint or Project Professional, are all conveniently available in one single to-do list so that you don’t miss a thing. Quickly switch between different views and see the most important and active tasks.
  13. 13. 13 Take your notes with you http://discoversharepoint.com/timeline Sync your to-do list in Outlook so you can get organized both from your desktop and mobile devices—changes are automatically updated in SharePoint.
  14. 14. 14 • Manage projects on a team site http://office.microsoft.com/en-us/sharepoint-server-help/manage-projects-on-a-team-site- HA103997099.aspx?CTT=1 • Open a task list in Project or Excel http://office.microsoft.com/en-us/sharepoint-help/open-a-task-list-in-project-or-excel- HA102920640.aspx?CTT=1 • Get started with a project site http://office.microsoft.com/en-us/sharepoint-help/get-started-with-a-project-site-HA102901368. aspx?CTT=1 • Add people to the project team http://office.microsoft.com/en-us/sharepoint-help/add-people-to-the-project-team- HA102901365.aspx?CTT=1 • Add tasks to your project http://office.microsoft.com/en-us/sharepoint-help/add-tasks-to-your-project-HA102858113. aspx?CTT=5&origin=HA102901368 • Upload, view, and remove project files or documents http://office.microsoft.com/en-us/sharepoint-help/add-tasks-to-the-timeline-HA102901363. aspx?CTT=5&origin=HA102901368 • Add tasks to the timeline http://office.microsoft.com/en-us/sharepoint-help/add-tasks-to-the-timeline-HA102901363. aspx?CTT=5&origin=HA102901368 • All Office Products Trainings http://office.microsoft.com/en-us/support/training-FX101782702.aspx Appendix http://discoversharepoint.com/timeline

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