This document discusses how to use SharePoint to manage projects and tasks through timelines. It describes adding a timeline and tasks list to a SharePoint site to organize projects into steps and assign tasks to people. Tasks can be organized into categories and details like start dates and progress can be tracked. Milestones can be added to the timeline and tasks can be connected to Project Professional for advanced project management capabilities. Changes made in SharePoint will update the timeline and tasks list. The timeline and tasks are accessible from any device after syncing with Outlook.

1. 1
Stay on track and
deliver on time

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
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
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
Get organized
in a few clicks
http://discoversharepoint.com/timeline
Organize your tasks by categories in a couple of clicks.

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
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
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
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
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
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
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
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
• 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