How to Use a SharePoint List to Manage Your Projects | 2023 Microsoft Tutorial
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- Опубліковано 12 жов 2024
- Hi Everyone,
In this video I demonstrate how to create a SharePoint List to manage your projects. This is useful for keeping a log of your projects. With this information in a SharePoint List you will be able to use this data for Power Automate, Power Apps, and Power Bi!
If you enjoy this video please feel free to like, comment, and subscribe!
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Very helpful! I need to switch my gears from Confluence to Sharepoint for project tracking, and I was looking for some tools like this to incorporate. Many thanks!
Thank you super clear
You are welcome 😊
Thank you.
You're welcome!
Hi.. Is there a preview capability for SharePoint before a list is saved and sent via outlook or Microsoft power apps?
In your opinion whats the advantage/disadvantage of having a list of projects as shown in the video versus having a site dedicated to individual projects?
Can i track the time it is at a status type?
You made a folder called Marketing Projects. I would want to make multiple folders called in progress, waiting for sample, in production, and complete. I know you created a status are. However, we create hundreds of products. Therefore, listing them all on one page is too much. Is it possible to make different folders and once it moves to the next stage, drag it into the next folder? I'm currently using Microsoft planner and I can't do that.
Yes. You can do that.
What he created wasn't a "folder" called Marketing Projects. It was a list.
In the list, he created multiple columns. You would create a status column like he did, but add your choices (the ones you listed in your comment).
Then, you would create views. Then you can filter your views to show only items that are "waiting for sample" or "in progress" etc.
Does that help?
What is the benefit of creating a list in SharePoint vs Microsft Lists via Teams?
It’s easier to manage all the lists created from Microsoft list. However the list created from both the space are the same.
Is it possible to set a rule like: if status changes to "complete" change "completed date" column to "today's date"
Yeah, it would just be an automated power automate flow. if modified and status changes to completed, update the column to utcnow()
Can't I add sub tasks or children?
We can add another column with link to child tasks