SharePoint at Work: Create a Task List

Learn to create and manage a task list in SharePoint. Add tasks and present them in an easy to understand visual format that your team can interact with.
Course info
Rating
(30)
Level
Beginner
Updated
Oct 28, 2015
Duration
1h 28m
Table of contents
Description
Course info
Rating
(30)
Level
Beginner
Updated
Oct 28, 2015
Duration
1h 28m
Description

We have a team assembled at our company to create the annual report. Obviously there are a lot of things to do, we need to create a task list that will help us to keep track of the tasks, their start dates and due dates, as well as their status and who they have been assigned to. Creating a task list in SharePoint will allow us to do all of these things and more. We can even view the list as a Gantt chart much like we would in Microsoft Project. A task list in SharePoint can be a great tool to help keep your project under control.

About the author
About the author

Bill Kulterman is an educator, author, and a Microsoft Certified Trainer (MCT). Bill has been a trainer for more than a dozen years, educating students in Excel, Visio and a bevy of additional solutions. In recent years he has focused solely on SharePoint and SharePoint Online through Office 365. When he's not creating courses, he can usually be found riding his bike or relaxing near his Koi pond.

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Section Introduction Transcripts
Section Introduction Transcripts

Create a Task List
Hi, welcome to Pluralsight, my name is Bill and this module is Create a Task List. And in this module we're going to do, well, exactly what the title says, we're going to create a task list, but we're going to do so much more than that, so why don't we go ahead and let's take a look. We're going to start by creating that task list, and adding tasks to it. Seems pretty straightforward, doesn't it? Then we're going to show you how to add a task with a predecessor. Now, what this means is predecessors are tasks that need to be completed before the new task is started, it can't be started until the previous task is done. We'll see how that works and what that looks like. Then I'm going to show you how to deal with past due tasks. This is when a task, all of our tasks are going to have due dates, this is when a task is overdue, you're late getting your work done. We'll see what that looks like and how that works. And lastly we'll show you how to edit tasks and delete them. There's a few neat things in there like status and priority we'll take a look at, percentage completed, and assigning tasks to team members. So a lot of really neat stuff, why don't we go ahead and let's get started.

Add Tasks to the Timeline
Hi welcome to Pluralsight. My name's Bill and this module is Add Tasks to the Timeline. Before we get started let's take a couple of minutes and talk about what we're going to learn in this module. We're going to start, like the title says, by adding tasks to our timeline. Now when we add tasks to the timeline, you're going to see that they will be displayed as a bar. Now you'll understand what that means in just a few minutes, so hang in there with me, once we do that the next thing we're going to do is show you how you can change that so that our items are displayed as a callout, another useful tool, and then the last thing we're going to do is just go through and show you some other timeline options. There's a lot of things in here that you can do with your timeline and we'll go through those so that you can get the most out of your timelines once you get them created. Alright sounds like a lot of fun doesn't it? Well why don't we go ahead and let's get started.

Create Sub-tasks
Hi, welcome to Pluralsight. My name is Bill, and this module is Create Subtasks. We've already learned how to create tasks and how to add them to our timeline. Now we have the ability to also create subtasks, and I want to you to think of a subtask as a smaller part of a larger task. So if we have a task that maybe spans a month, like some of ours do in our example here, subtasks are small pieces of that greater task, and we can also add those to our task list. And it's almost the exact same process that we've already gone through, there's just a few elements about it that are different, and that's what we're going to concentrate on in this lesson, so let's go ahead, and let's take a look at what we're going to talk about. We'll start by showing you how to add subtasks to our task list, and again it's very simple, this is going to be a pretty short module. Then I'll show you how you can display those subtasks on the timeline, and trust me, it's essentially the exact same process that we've already seen. So why don't we go ahead, and let's get started.

Working with Views
Hi, welcome to Pluralsight. My name is Bill, and this module is Working with Views. SharePoint comes with a lot of ways to look at our data, and that's what this lesson's about. We're going to go ahead and explore different ways to view that data. We're going to start by showing you how to add existing columns. We have a lot of columns of data available, we just don't see them all. We're going to go ahead and show you how to do that. Then we'll explore different views. SharePoint, right out of the box, comes with a number of different views to help you drill down, and look at that data in different ways. And then lastly I'm going to show you how to create new views, views that SharePoint doesn't give us right out of the box, but we can go ahead and create our own, so that we can see the data the way we need to see it. Sounds like a lot of fun doesn't it? Well why don't we go ahead, and let's get started.