SharePoint Task list and Gantt Chart

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  • Опубліковано 3 січ 2025

КОМЕНТАРІ • 38

  • @jaswinderbhatti3352
    @jaswinderbhatti3352 Рік тому +2

    I recently had the pleasure of watching your incredible video on Microsoft apps, their workings, tips, and tricks. Your insights were both informative and enlightening, providing valuable knowledge and enhancing my understanding of these applications.
    I wanted to take a moment to express my heartfelt appreciation for the effort you put into creating and sharing such valuable content. Your expertise and the way you present complex information in a user-friendly manner truly make a difference for viewers like myself who are eager to optimize their usage of Microsoft apps.
    I kindly request you to continue sharing more of such insightful videos, offering tips and tricks, as they have proven to be immensely beneficial in enhancing my productivity and efficiency. Your dedication to educating and assisting others in navigating the world of technology is truly commendable.
    Thank you once again for your valuable contributions, and I eagerly look forward to your future content.

    • @efficiency365
      @efficiency365  Рік тому

      Thanks @jaswinderbhatti3352 for the feedback and appreciation.
      I will certainly continue to learn and educate.
      Feel free to post topics that are of interest to you.
      Check out my other best practices videos as well.
      Efficient Tasks Management - ua-cam.com/video/vLFpWVfUfQ8/v-deo.html
      Task Apps Comparison: ua-cam.com/video/ViWJIzMPQZg/v-deo.html
      Teams Meeting - Agenda, Action Points, Notes - ua-cam.com/video/k0t8_mNkMDw/v-deo.html
      Microsoft Teams - 15 Best Practices - ua-cam.com/video/W8Ufx_znKxI/v-deo.html
      OneDrive Best Practices Part 1 - ua-cam.com/video/D7ZrfphW4vo/v-deo.html Part 2 - ua-cam.com/video/nFx6YQxc-b4/v-deo.html
      Smart and Effective Email - 5 powerful ways - ua-cam.com/video/6NEFSMqHgQE/v-deo.html
      Outlook Calendar Best Practices : Part 1 - ua-cam.com/video/GzsQnecjAQo/v-deo.html and Part 2 - ua-cam.com/video/padKH8ys5Cs/v-deo.html
      OneNote - Best Practices - ua-cam.com/video/m-4AY1cMi8s/v-deo.html
      Microsoft 365 Best Practices - ua-cam.com/video/kVC_YcL5ObU/v-deo.html
      Cheers. Doc.

  • @dr.haneevinchu182
    @dr.haneevinchu182 Рік тому +3

    Very good. Awaiting your video on MS Project. Best wishes.

  • @s2r2420
    @s2r2420 3 місяці тому

    Great Insight and very clear presentation. No 'beating around the bbush'. Many thanks

    • @efficiency365
      @efficiency365  3 місяці тому

      Thanks @s2r2420
      Check out my other best practices videos as well.
      Task Management Best Practices - ua-cam.com/video/DJcxPtu-rcg/v-deo.html
      Efficient Tasks Management using the New Planner 2024 - ua-cam.com/video/kgxqzDirw1o/v-deo.html
      Microsoft Teams Meetings - 16 Best Practices - ua-cam.com/video/l3Bvq-I0hy4/v-deo.html
      Microsoft Teams - 15 Best Practices - ua-cam.com/video/W8Ufx_znKxI/v-deo.html
      OneDrive Best Practices Part 1 - ua-cam.com/video/D7ZrfphW4vo/v-deo.html Part 2 - ua-cam.com/video/nFx6YQxc-b4/v-deo.html
      Smart and Effective Email - 5 powerful ways - ua-cam.com/video/6NEFSMqHgQE/v-deo.html
      Outlook Calendar Best Practices : Part 1 - ua-cam.com/video/GzsQnecjAQo/v-deo.html and Part 2 - ua-cam.com/video/padKH8ys5Cs/v-deo.html
      OneNote - Best Practices - ua-cam.com/video/m-4AY1cMi8s/v-deo.html
      Microsoft 365 Best Practices - ua-cam.com/video/kVC_YcL5ObU/v-deo.html
      Cheers. Doc.

  • @rogerioantonio4134
    @rogerioantonio4134 Рік тому

    Thanks for sharing!!! It´s really an easy an quick way to have Gantt!

    • @efficiency365
      @efficiency365  11 місяців тому +1

      Thanks @rogerioantonio4134
      Check out my other best practices videos as well.
      Efficient Tasks Management - ua-cam.com/video/vLFpWVfUfQ8/v-deo.html
      Task Apps Comparison: ua-cam.com/video/ViWJIzMPQZg/v-deo.html
      Microsoft Teams Meetings - 16 Best Practices - ua-cam.com/video/l3Bvq-I0hy4/v-deo.html
      Microsoft Teams - 15 Best Practices - ua-cam.com/video/W8Ufx_znKxI/v-deo.html
      OneDrive Best Practices Part 1 - ua-cam.com/video/D7ZrfphW4vo/v-deo.html Part 2 - ua-cam.com/video/nFx6YQxc-b4/v-deo.html
      Smart and Effective Email - 5 powerful ways - ua-cam.com/video/6NEFSMqHgQE/v-deo.html
      Outlook Calendar Best Practices : Part 1 - ua-cam.com/video/GzsQnecjAQo/v-deo.html and Part 2 - ua-cam.com/video/padKH8ys5Cs/v-deo.html
      OneNote - Best Practices - ua-cam.com/video/m-4AY1cMi8s/v-deo.html
      Microsoft 365 Best Practices - ua-cam.com/video/kVC_YcL5ObU/v-deo.html
      Cheers. Doc.

  • @JUANTATA1
    @JUANTATA1 Рік тому

    Thank you very much Dr Nitin!

    • @efficiency365
      @efficiency365  Рік тому

      Thanks @JUANTATA1
      Check out my other best practices videos as well.
      Efficient Tasks Management - ua-cam.com/video/vLFpWVfUfQ8/v-deo.html
      Task Apps Comparison: ua-cam.com/video/ViWJIzMPQZg/v-deo.html
      Teams Meeting - Agenda, Action Points, Notes - ua-cam.com/video/k0t8_mNkMDw/v-deo.html
      Microsoft Teams - 15 Best Practices - ua-cam.com/video/W8Ufx_znKxI/v-deo.html
      OneDrive Best Practices Part 1 - ua-cam.com/video/D7ZrfphW4vo/v-deo.html Part 2 - ua-cam.com/video/nFx6YQxc-b4/v-deo.html
      Smart and Effective Email - 5 powerful ways - ua-cam.com/video/6NEFSMqHgQE/v-deo.html
      Outlook Calendar Best Practices : Part 1 - ua-cam.com/video/GzsQnecjAQo/v-deo.html and Part 2 - ua-cam.com/video/padKH8ys5Cs/v-deo.html
      OneNote - Best Practices - ua-cam.com/video/m-4AY1cMi8s/v-deo.html
      Microsoft 365 Best Practices - ua-cam.com/video/kVC_YcL5ObU/v-deo.html
      Cheers. Doc.

  • @hpbhatty
    @hpbhatty 5 місяців тому +1

    Thanks for sharing such an informative video. I have one question. Can we change gantt chart view from weekly to biweekly or monthly to reduce the viewing canvas of Gantt Chart

    • @efficiency365
      @efficiency365  5 місяців тому +1

      Thanks @hpbhatty
      Yes. On the top there is a Tasks menu. Use Zoom In - Out buttons.
      Check out my other best practices videos as well.
      Task Management Best Practices - ua-cam.com/video/DJcxPtu-rcg/v-deo.html
      Efficient Tasks Management using the New Planner 2024 - ua-cam.com/video/kgxqzDirw1o/v-deo.html
      Microsoft Teams Meetings - 16 Best Practices - ua-cam.com/video/l3Bvq-I0hy4/v-deo.html
      Microsoft Teams - 15 Best Practices - ua-cam.com/video/W8Ufx_znKxI/v-deo.html
      OneDrive Best Practices Part 1 - ua-cam.com/video/D7ZrfphW4vo/v-deo.html Part 2 - ua-cam.com/video/nFx6YQxc-b4/v-deo.html
      Smart and Effective Email - 5 powerful ways - ua-cam.com/video/6NEFSMqHgQE/v-deo.html
      Outlook Calendar Best Practices : Part 1 - ua-cam.com/video/GzsQnecjAQo/v-deo.html and Part 2 - ua-cam.com/video/padKH8ys5Cs/v-deo.html
      OneNote - Best Practices - ua-cam.com/video/m-4AY1cMi8s/v-deo.html
      Microsoft 365 Best Practices - ua-cam.com/video/kVC_YcL5ObU/v-deo.html
      Cheers. Doc.

    • @hpbhatty
      @hpbhatty 4 місяці тому

      @@efficiency365 Thanks sir. Also one more question, can we embdeed a miltesone like Task within this Gantt Chart. If yes how ?

    • @hpbhatty
      @hpbhatty 4 місяці тому

      @@efficiency365 can we embdeed a miltesone like Task within this Gantt Chart. If yes how ?

    • @efficiency365
      @efficiency365  4 місяці тому

      Duration zero means milestone.

  • @EHenshaw
    @EHenshaw Рік тому

    Thoroughly enjoying learning from your insightful and easy to understand videos on Microsoft apps. Thank you for sharing your knowledge and for all your efforts!
    One question re SharePoint Tasks - Is it possible to set up a template task list OR to otherwise easily replicate a task list so as to not have to re-create it each time a similar project arises. It may be easier to edit an existing task list (template or old task list) than starting from scratch.
    To provide a bit more context, looking for a project and task management solution for a high volume of projects that require the same tasks be completed for each project (with very little variation in both the tasks and the assignees of the tasks).
    Greatly appreciate your insight into this!
    And looking forward to your MS Projects video.

    • @efficiency365
      @efficiency365  Рік тому +1

      Thanks @user-se4rk7mh3t
      Use MS Project Plan 3 for project managers and Plan 1 for resources.
      Working on the 'MS Project for regular task management' video. Coming soon.
      Check out my other best practices videos as well.
      Efficient Tasks Management - ua-cam.com/video/vLFpWVfUfQ8/v-deo.html
      Task Apps Comparison: ua-cam.com/video/ViWJIzMPQZg/v-deo.html
      Teams Meeting - Agenda, Action Points, Notes - ua-cam.com/video/k0t8_mNkMDw/v-deo.html
      Microsoft Teams - 15 Best Practices - ua-cam.com/video/W8Ufx_znKxI/v-deo.html
      OneDrive Best Practices Part 1 - ua-cam.com/video/D7ZrfphW4vo/v-deo.html Part 2 - ua-cam.com/video/nFx6YQxc-b4/v-deo.html
      Smart and Effective Email - 5 powerful ways - ua-cam.com/video/6NEFSMqHgQE/v-deo.html
      Outlook Calendar Best Practices : Part 1 - ua-cam.com/video/GzsQnecjAQo/v-deo.html and Part 2 - ua-cam.com/video/padKH8ys5Cs/v-deo.html
      OneNote - Best Practices - ua-cam.com/video/m-4AY1cMi8s/v-deo.html
      Microsoft 365 Best Practices - ua-cam.com/video/kVC_YcL5ObU/v-deo.html
      Cheers. Doc.

    • @EHenshaw
      @EHenshaw Рік тому

      Thank you for your kind response and recommendation. And I’m looking forward to your MS Project video as I’m sure many of your other subscribers are too.
      Thanks again for sharing your insight here and for creating such helpful videos!

  • @jorgehenriquedeoliveira9660
    @jorgehenriquedeoliveira9660 2 місяці тому

    I really appreciate your video. Thanks a lot for sharing it. Quick question: once I access the Classic SharePoint and create the Task App, manage it, so on... how can I add this app visible in the modern SharePoint. Because all my users are working in the modern view.

    • @efficiency365
      @efficiency365  2 місяці тому

      Thanks @jorgehenriquedeoliveira9660
      Sure. Just copy the link and put it anywhere - not just in SharePoint - anywhere you can put a link.
      Custom intranet, Sway pages, shared OneNote, Teams posts or tabs and so on.
      Check out my other best practices videos as well.
      Task Management Best Practices - ua-cam.com/video/DJcxPtu-rcg/v-deo.html
      Efficient Tasks Management using the New Planner 2024 - ua-cam.com/video/kgxqzDirw1o/v-deo.html
      Microsoft Teams Meetings - 16 Best Practices - ua-cam.com/video/l3Bvq-I0hy4/v-deo.html
      Microsoft Teams - 15 Best Practices - ua-cam.com/video/W8Ufx_znKxI/v-deo.html
      OneDrive Best Practices Part 1 - ua-cam.com/video/D7ZrfphW4vo/v-deo.html Part 2 - ua-cam.com/video/nFx6YQxc-b4/v-deo.html
      Smart and Effective Email - 5 powerful ways - ua-cam.com/video/6NEFSMqHgQE/v-deo.html
      Outlook Calendar Best Practices : Part 1 - ua-cam.com/video/GzsQnecjAQo/v-deo.html and Part 2 - ua-cam.com/video/padKH8ys5Cs/v-deo.html
      OneNote - Best Practices - ua-cam.com/video/m-4AY1cMi8s/v-deo.html
      Microsoft 365 Best Practices - ua-cam.com/video/kVC_YcL5ObU/v-deo.html
      Cheers. Doc.

  • @SanniHaeuslerPhotonenergy
    @SanniHaeuslerPhotonenergy 11 місяців тому

    Thank you very much for this helpful tutorial. May I ask a question. If I want to use SharePoint Task list to setup a closing checklist. Is it possible to set a task as recurring? And when you tick the box, is it possible to see by who and when (date and time) it was approved?

    • @efficiency365
      @efficiency365  11 місяців тому

      Thanks @user-ed2ts3wv6z
      Recurring tasks are not available in SharePoint.
      Use Outlook / To Do.
      Check out my other best practices videos as well.
      Efficient Tasks Management - ua-cam.com/video/vLFpWVfUfQ8/v-deo.html
      Task Apps Comparison: ua-cam.com/video/ViWJIzMPQZg/v-deo.html
      Microsoft Teams Meetings - 16 Best Practices - ua-cam.com/video/l3Bvq-I0hy4/v-deo.html
      Microsoft Teams - 15 Best Practices - ua-cam.com/video/W8Ufx_znKxI/v-deo.html
      OneDrive Best Practices Part 1 - ua-cam.com/video/D7ZrfphW4vo/v-deo.html Part 2 - ua-cam.com/video/nFx6YQxc-b4/v-deo.html
      Smart and Effective Email - 5 powerful ways - ua-cam.com/video/6NEFSMqHgQE/v-deo.html
      Outlook Calendar Best Practices : Part 1 - ua-cam.com/video/GzsQnecjAQo/v-deo.html and Part 2 - ua-cam.com/video/padKH8ys5Cs/v-deo.html
      OneNote - Best Practices - ua-cam.com/video/m-4AY1cMi8s/v-deo.html
      Microsoft 365 Best Practices - ua-cam.com/video/kVC_YcL5ObU/v-deo.html
      Cheers. Doc.

    • @SanniHaeuslerPhotonenergy
      @SanniHaeuslerPhotonenergy 10 місяців тому

      @@efficiency365: Thank you very much for your feedback and your advice. Amazing!

  • @bitokay147
    @bitokay147 Рік тому

    Please make a video on MS Project and Power BI portals - Love this thanks !

    • @efficiency365
      @efficiency365  Рік тому +2

      Thanks @bitokay147
      MS Project video coming soon.
      Check out my other best practices videos as well.
      Efficient Tasks Management - ua-cam.com/video/vLFpWVfUfQ8/v-deo.html
      Task Apps Comparison: ua-cam.com/video/ViWJIzMPQZg/v-deo.html
      Teams Meeting - Agenda, Action Points, Notes - ua-cam.com/video/k0t8_mNkMDw/v-deo.html
      Microsoft Teams - 15 Best Practices - ua-cam.com/video/W8Ufx_znKxI/v-deo.html
      OneDrive Best Practices Part 1 - ua-cam.com/video/D7ZrfphW4vo/v-deo.html Part 2 - ua-cam.com/video/nFx6YQxc-b4/v-deo.html
      Smart and Effective Email - 5 powerful ways - ua-cam.com/video/6NEFSMqHgQE/v-deo.html
      Outlook Calendar Best Practices : Part 1 - ua-cam.com/video/GzsQnecjAQo/v-deo.html and Part 2 - ua-cam.com/video/padKH8ys5Cs/v-deo.html
      OneNote - Best Practices - ua-cam.com/video/m-4AY1cMi8s/v-deo.html
      Microsoft 365 Best Practices - ua-cam.com/video/kVC_YcL5ObU/v-deo.html
      Cheers. Doc.

  • @drivetankhitcars
    @drivetankhitcars 5 місяців тому

    Is there a way to make this read-only so that only project managers can edit the schedules? And is there a way to pull data directly from the Project Web App so project managers can update in that environment and schedule viewers can view regular refreshed schedules in the Sharepoint Tasks Lists?

    • @efficiency365
      @efficiency365  5 місяців тому

      With SharePoint all the automation you need will not be available.
      The task list is just a glorified List.
      If you want full project management capabilities, you have to use Project Plan 2 or 3.

  • @phd_gaming5010
    @phd_gaming5010 9 місяців тому

    I have a lookup collumn but can't set it as predecessor. It only shows me the option "Optionnal". I am at a loss.

    • @efficiency365
      @efficiency365  8 місяців тому

      Thanks @phd_gaming5010
      Yes. Lookup column has many limitations.
      In short, using Lists instead of a proper database will not work.
      Check out my other best practices videos as well.
      Efficient Tasks Management 2024 - ua-cam.com/video/DJcxPtu-rcg/v-deo.html
      Microsoft Teams Meetings - 16 Best Practices - ua-cam.com/video/l3Bvq-I0hy4/v-deo.html
      Microsoft Teams - 15 Best Practices - ua-cam.com/video/W8Ufx_znKxI/v-deo.html
      OneDrive Best Practices Part 1 - ua-cam.com/video/D7ZrfphW4vo/v-deo.html Part 2 - ua-cam.com/video/nFx6YQxc-b4/v-deo.html
      Smart and Effective Email - 5 powerful ways - ua-cam.com/video/6NEFSMqHgQE/v-deo.html
      Outlook Calendar Best Practices : Part 1 - ua-cam.com/video/GzsQnecjAQo/v-deo.html and Part 2 - ua-cam.com/video/padKH8ys5Cs/v-deo.html
      OneNote - Best Practices - ua-cam.com/video/m-4AY1cMi8s/v-deo.html
      Microsoft 365 Best Practices - ua-cam.com/video/kVC_YcL5ObU/v-deo.html
      Cheers. Doc.

  • @bitokay147
    @bitokay147 9 місяців тому +2

    Please note for long term : SharePoint Add-Ins will stop working for new tenants as of November 1st, 2024 and they will stop working for existing tenants and will be fully retired as of April 2nd, 2026. This applies to all environments including Government Clouds and Department of Defense.

    • @corrinekeemink2290
      @corrinekeemink2290 5 місяців тому

      Meaning this won't be possible anymore from 2026? For no-one? In the meantime, is there a possibility to show this Gantt chart on teams?

    • @efficiency365
      @efficiency365  5 місяців тому

      Thanks @corrinekeemink2290
      In the long term, use the New Planner.
      Efficient Tasks Management using the New Planner 2024 - ua-cam.com/video/kgxqzDirw1o/v-deo.html
      For Gantt Chart you will need to use Planner Plan 1 - which is at an additional cost.
      Check out my other best practices videos as well.
      Task Management Best Practices - ua-cam.com/video/DJcxPtu-rcg/v-deo.html
      Microsoft Teams Meetings - 16 Best Practices - ua-cam.com/video/l3Bvq-I0hy4/v-deo.html
      Microsoft Teams - 15 Best Practices - ua-cam.com/video/W8Ufx_znKxI/v-deo.html
      OneDrive Best Practices Part 1 - ua-cam.com/video/D7ZrfphW4vo/v-deo.html Part 2 - ua-cam.com/video/nFx6YQxc-b4/v-deo.html
      Smart and Effective Email - 5 powerful ways - ua-cam.com/video/6NEFSMqHgQE/v-deo.html
      Outlook Calendar Best Practices : Part 1 - ua-cam.com/video/GzsQnecjAQo/v-deo.html and Part 2 - ua-cam.com/video/padKH8ys5Cs/v-deo.html
      OneNote - Best Practices - ua-cam.com/video/m-4AY1cMi8s/v-deo.html
      Microsoft 365 Best Practices - ua-cam.com/video/kVC_YcL5ObU/v-deo.html
      Cheers. Doc.

  • @JimCanto
    @JimCanto 11 місяців тому

    "Does not integrate with To-Do" ... 🥴🤦🏽‍♂ Thank you for your work. I sincerely appreciated it. Alas, I am still looking for the silver bullet. Seems I'll need to look into the cost of MS Project, although the non-profit I work for is on a tight budget.

    • @efficiency365
      @efficiency365  11 місяців тому

      Check if SmartSheet works for you.

    • @JimCanto
      @JimCanto 11 місяців тому

      @@efficiency365 Thank you, Dr. Nitin. However, that appears to be a third-party software. The goal for our association is to remain within the O365 ecosystem. If outside of the O365 ecosystem, we already have access to the task boards which are included in Zoho Connect which will solve most of the challenges, technically. The challenge there is that Zoho Connect is outside of the O365 ecosystem as well. Most of our members (non-employee) use Microsoft in their firms and there is significant resistance to "new" or different tools.
      I genuinely appreciate you taking the time to offer a suggestion.

    • @efficiency365
      @efficiency365  8 місяців тому

      I understand.
      Stick to Zoho if it works for you.
      Task Management - the way you (and most orgs want) - is not yet fully evolved across the MS platform.

    • @JimCanto
      @JimCanto 8 місяців тому

      @@efficiency365 MS is evolving quickly. Part of what is frustrating about MS is, in their position, these issues should have been solved long ago.
      As for Zoho and/or MS, the trick is getting everyone involved to use it, and use it well.
      Here's to the future... and thank you for always taking time to reply. That alone separates you from many others.

  • @jdeeps9
    @jdeeps9 8 місяців тому

    Dear Sir, hi I have been you student from past one year now and I want a tool where I can flag the lagging items (other than Microsoft project), can you please guide me here

    • @efficiency365
      @efficiency365  8 місяців тому

      This requires a proper project management app like MS Project.
      DO NOT try to use Excel templates. Those do not work.