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Stay On Track and Deliver On Time

The document discusses how to use SharePoint timelines to organize and track projects and tasks. It describes adding a timeline to a SharePoint site and breaking projects into steps that can be assigned to people. Tasks can be organized into categories and details like start dates and progress can be added. Milestones can be added to the timeline and tasks can be connected to Project Professional for additional project management functionality. The timeline and tasks list can then be synced to Outlook for mobile access.

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Costa Vaggas
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45 views14 pages

Stay On Track and Deliver On Time

The document discusses how to use SharePoint timelines to organize and track projects and tasks. It describes adding a timeline to a SharePoint site and breaking projects into steps that can be assigned to people. Tasks can be organized into categories and details like start dates and progress can be added. Milestones can be added to the timeline and tasks can be connected to Project Professional for additional project management functionality. The timeline and tasks list can then be synced to Outlook for mobile access.

Uploaded by

Costa Vaggas
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Stay on track and

deliver on time

1
Add the timeline
to your site

Add a timeline and tasks list to your site using the getting
started tiles or the settings menu.

2 www.discoversharepoint.com/timeline
Organize and
assign tasks

Break your project down into actionable steps and get things done
by assigning the right tasks to the right people.

3 www.discoversharepoint.com/timeline
Organize and
assign tasks

Alternatively, you can copy over an entire tasks list


from a spreadsheet onto your site.

4 www.discoversharepoint.com/timeline
Get organized
in a few clicks

Organize your tasks by categories in a couple of clicks.

5 www.discoversharepoint.com/timeline
Follow progress to stay
on track

Keep tweaking your tasks with the Hover Panel to fill in


details, like the start date or percent completion of a task.

6 www.discoversharepoint.com/timeline
Add important milestones
to the timeline

Customize your project summary and stay on top of what needs


to get done by adding tasks to your timeline.

7 www.discoversharepoint.com/timeline
Dig deeper into
your timeline

Connect your tasks list with Project Professional to take your


project to the next level.

8 www.discoversharepoint.com/timeline
Take your project to the
next level

Now you can manage task dependencies, balance resource


allocations, and generate status reports with ease.

9 www.discoversharepoint.com/timeline
Take your project to the
next level

Once you’re finished, save your changes back in SharePoint


to update your timeline and tasks list.

10 www.discoversharepoint.com/timeline
Keep an eye on
important details

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.

11 www.discoversharepoint.com/timeline
Get organized

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.

12 http://discoversharepoint.com/timeline
Take your notes
with you

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.

13 www.discoversharepoint.com/timeline
Learn more

Office 365 for Business Learning Center


http://aka.ms/o365learning

14 www.discoversharepoint.com/timeline

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