SharePoint for Project Management (2016)

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for Project Management (2016)
@wandersick

Teaser – Traditional Scenario
Image source: SharePoint Comics - Microsoft TechNet Blogs
https://blogs.technet.microsoft.co...

Walkthrough (live demo) of SharePoint basics & project management
• Introduction – Why SharePoint? What are Sites, Lists, ...

Why SharePoint?
Implementing Sites
Tasks for Project Management
More Features
Q&A
SharePoint Introduction
Agenda

• Email for collaboration
- Hard to find the latest information or file version in a sea of emails
• File server for docum...

Introducing SharePoint
A customizable platform of sites accessible by web browsers (and
native mobile apps) providing a va...

Meet Monique, who is in trouble of project coordination…
“SharePoint in Simple English” – http://youtu.be/s12Jb5Z2xaE from...

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• Growing strong since its launch in 2001
• Available as a part of Office 365 suite, Azure-hosted & on-premises
• Integrat...

SharePoint Community
Local SharePoint events
Image source: SharePoint Saturday Hong Kong
https://niftit.com/sharepoint-sat...

What is a SharePoint Site?

SharePoint Site
O365 Menu
Ribbon
Search
Top-Link Bar
Quick-
Launch Bar
(Access
Apps)
Web Parts
of Apps
(Lists &
Libraries)...

Sites, Lists & Libraries (Apps)
http://youtu.be/SMPRW7YJ98g

Document
Library (as a
web part)
Document Library
Apps (Lists & Libraries) & Their Parts

Document
Library
Announcement
& Discussion
Project
Summary
(Timeline-view)
Lists & Libraries (Apps) on a Sample Site
Proje...

Document
Library
(Another)
Calendar
Lists & Libraries (Apps) on a Sample Site

‘Gantt view’ of
Tasks app
Lists & Libraries (Apps) on a Sample Site

‘My Tasks’ view
of Tasks app
Lists & Libraries (Apps) on a Sample Site

SharePoint Introduction
Implementing Sites
Tasks for Project Management
More Features
Q&A
Implementing Sites
Agenda

Logging In to SharePoint Online
http://portal.office.com/

Creating a Site

Creating a Site

Creating a Site

 Take note of your unique address
bit.ly tinyurl.com
http://.../SiteName
ShortURL
Creating a Site

Introducing Wiki Page
• A wiki page is any page with a top-right ‘Edit’ button
• Home Page of Team Site template set durin...

Manually Activate ‘Wiki Page Home Page’

Manually Activate ‘Project Functionality’

Customizing a SharePoint Site

Customizing a SharePoint Site

Customizing a SharePoint Site

Customizing a SharePoint Site

Customizing a SharePoint Site

Customizing a SharePoint Site

inviting
Sharing a SharePoint Site

Advanced User Management
• Permission levels
• Members: Contribute
• Owner: Full Control
• Visitors: Read
• Manage users
a...

 Manage Contents (e.g. Apps & Sites)
 Access Recycle Bin
“All Site Contents” – Manage All Things Here

All Site Contents – App Settings / Removal

• Create a new project site. Take note of its address. Shorten it
• Add an app and its web part to site homepage. Adjust p...

SharePoint Introduction
Implementing Sites
Tasks for Project Management
More Features
Q&A
Tasks for Project Management
Age...

https://myignite.microsoft.com/sessions/20582

1. Creating a Task
a. Under Tasks app, click ‘new task’ to create a task

1. Creating a Task
b. Fill in the remaining columns, e.g. select a due date, then click ‘Save’

1. Creating a Task
c. The new task has been created

1. Creating a Task
d. Viewing properties of the created task

2. Creating a Sub-Task
a. Click ‘…’ on a parent task, and click ‘create subtask’

2. Creating a Sub-Task
b. Fill in the remaining columns, e.g. select a due date, then click ‘Save’

2. Creating a Sub-Task
c. The new sub-task has been created

3. Adding a Task to Timeline
a. The parent task has been added on the timeline. The sub-task will be added next

3. Adding a Task to Timeline
b. On the sub-task, click ‘…’, and click ‘add to timeline’

3. Adding a Task to Timeline
c. The sub-task has been added on the timeline. Notice the extended time range

4. Displaying a Task as Callout
a. Select a task on the timeline. Under ‘Timeline’ tab of ribbon, click ‘display as callou...

4. Displaying a Task as Callout
b. The task is now displayed as a callout. Try dragging it to move its position

a. Try modifying the visual properties of tasks on timeline, e.g. changing colors
5. Changing Visual Properties of Timeline

b. The color of the task on the timeline has been changed from blue to purple
5. Changing Visual Properties of Timeline

6. Friendly Dates
 For readability, friendly dates (e.g. Yesterday, Monday) are on for days close to today

a. Under Tasks app, click ‘Lists’ on the ribbon, and click ‘Open with Project’
7. Opening Tasks List in Microsoft Project

b. Tasks on SharePoint can be edited in Microsoft Project
7. Opening Tasks List in Microsoft Project

a. Click Save to sync. Optionally map fields which needs to be synced
8. Sync between Project and SharePoint

b. Optionally sync by specifying a site and task list
8. Sync between Project and SharePoint

SharePoint Introduction
Implementing Sites
Tasks for Project Management
More Features
Q&A
More Features
Agenda

 Co-Authoring
 Checking Out/In
 Version History
 Alerting
 OneDrive for Business
 Mobile Apps
 And more…
More Share...

Co-Authoring
 Multiple
without
conflicting
Difference in behavior among Office versions
 Office Online/2016: Edits can b...

Check Out
 A checked out document cannot be
edited by others
Checking Out/In
Prevent others from editing a file
66
Check ...

Version History
 Enabling recovery
every previous version
67
Indicates who
made the change

Alerting
Proactively receive updates on things modified by others

Syncing with OneDrive for Business

Site Mailbox
SiteName

OneNote

Modern UI Classic UI

Mobile Access – via Web or Apps

• Add a task to timeline, display it as a callout and
change its colors
• Open Tasks app in Microsoft Project Professional...

SharePoint for Project Management (2016)

SharePoint for Project Management (2016)

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SharePoint for Project Management (2016)