How To

How To Use SharePoint For Effective Project Management?

How To Use SharePoint For Effective Project Management?

SharePoint is a versatile platform that may streamline your project management procedures. SharePoint’s robust set of features and capabilities makes it an excellent tool for project management and team collaboration. This post will explain how to take advantage of SharePoint for efficient project management. 

What is SharePoint?

SharePoint is a platform for creating and managing websites for team collaboration, document sharing, and project management that is accessible over the World Wide Web. It’s web-based and available as a feature of Microsoft’s Office 365 package. 

How To Use SharePoint For Effective Project Management

1. Create a Project Site

Elevate your project management game with SharePoint development by creating a dedicated project site. Your project team has a designated location where they can work together, keep project-related papers, and keep tabs on progress. Discover how to effortlessly establish a project site in SharePoint by following these simple steps:

  • Experience the ease of creating a new site by simply logging in to SharePoint and clicking on the enticing ‘Create Site’ button.
  • Choose the ‘Team Site’ option from the list of available choices.
  • Introducing your very own website! Name it and describe it to make it stand out from the crowd. 
  • Select the features that best suit your needs, whether it’s a handy calendar or a nifty task list. The power is in your hands!
  • Bring your team together and join our site today. Collaborate seamlessly and achieve your goals with ease by inviting your team members to join.

2. Use Task Lists To Track Progress

SharePoint’s task lists are a valuable tool for monitoring project progress. You can create tasks, assign them to team members, establish deadlines, and track their progress using these tools. Follow these steps to establish a task list in SharePoint:

  • Go to the ‘Tasks’ tab on your project website.
  • Choose ‘Task’ from the drop-down menu by clicking the ‘New’ button.
  • Enter the task’s specifics, including its name, description, and deadline.
  • Give a team member the assignment to complete.
  • Save the project.

Additionally, you may make distinct work lists for the project’s various phases, including planning, execution, and monitoring.

3. Use Document Libraries For Document Management

SharePoint’s document libraries are a great tool for organizing files and folders. They make it easy to organize and distribute files like project plans, meeting minutes, and final reports. Here are the measures you should take to establish a SharePoint document library:

  • Navigate to the ‘Documents’ section of your project site.
  • Select ‘Document Library’ from the ‘New’ menu that appears.
  • Type in the library’s specifics, such as its name, and description.
  • Click the ‘Upload’ button to add files to the library.
  • To make the documents available to your team, click the ‘Share’ option.

The document library’s permissions can be adjusted to regulate who can access it and make changes to its contents.

4. Use Calendars To Schedule Meetings And Events

SharePoint’s calendar is a great resource for arranging meetings and other scheduled activities. Team members may simply collaborate on and share calendars, reminders, and attendance records. To create a calendar in SharePoint, follow these steps:

  • The ‘Calendar’ option on your project site should be your first stop.
  • The ‘New’ option will open; choose ‘Calendar’ from the list.
  • Information such as the calendar’s name and description are required.
  • The ‘New Event’ drop-down menu is where you may schedule brand-new events on your calendar.
  • By using the ‘Share’ button, you can easily inform your colleagues about the calendar.

You can keep an eye on how many people are taking part and how often you remind them to do so.

5. Use Discussion Boards For Team Communication

SharePoint’s discussion boards are a great tool for fostering open dialogue inside and between teams. You may use them to start conversations with your team, post messages, and get responses. Here are the measures to do to set up a forum in SharePoint:

  • The ‘Discussion Board’ tab may be found at the project site.
  • Simply go to the ‘New’ tab and pick ‘Discussion Boar’ from the drop-down menu.
  • Type in the specifics of the board, such as its name and purpose.
  • Click the ‘New Discussion’ button to start a new topic for general discussion.
  • Use the ‘Share’ button to let your team colleagues know about the forum.

You may utilize message boards to keep tabs on team choices, solicit input, and exchange ideas.

6. Use The News Feed For Project Updates

SharePoint’s news feed is a great tool for keeping your team informed and engaged. You may use it to publish and disseminate information about your project’s progress, team members’ accomplishments, and forthcoming activities. Here are the steps you need to take to set up a news feed in SharePoint:

  • Access the ‘News’ section of your project site.
  • Select ‘News Post’ from the drop-down menu that appears when you click the ‘New’ button.
  • Type in the updated information, such as the headline and summary, here.
  • Use the ‘Share’ button to inform the rest of your team.

To make your news articles more interesting, you may include pictures, videos, and links.


SharePoint is a powerful platform that can streamline your project management processes. SharePoint’s robust set of features and capabilities makes it an excellent tool for project management and team collaboration. You can use SharePoint to efficiently manage your projects by setting up a project site, using task lists to monitor progress, document libraries to store and organize files, calendars to plan meetings and events, discussion boards to foster collaboration, and the news feed to keep everyone in the loop on any project-related developments. You’ll be able to handle tasks with ease after reading this. Code Creators is a SharePoint consulting company in Canada and the USA which is dealing with software development, SharePoint Online, Microsoft Teams, Power BI, IT services, and more.

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