task management

3 Ways BrightWork Makes Task Management Easier in SharePoint

September 4, 2018 by

Most people on your team are working on more than one project at once.  With so many competing priorities, it can be overwhelming to stay on top of what needs to be done.


On-demand webinar: 3 Ways to Manage Project Tasks with SharePoint


SharePoint is the perfect platform for team collaboration, with some robust task management capabilities. BrightWork is designed to extend those capabilities to give team members a simple work management system in SharePoint.


3 Ways to Manage Project Tasks with BrightWork and SharePoint

Here’s a common scenario we hear from customers:

  • It’s difficult to keep track of their assigned work and when it is due, especially across competing projects.
  • Team members struggle to contribute to projects and providing status updates is too time-consuming.
  • There is no objective way to highlight when they have an issue or have too much on their plate.
  • Project deliverables are not managed in a central library and version control is lost.


Managing project tasks and deliverables in one collaborative tool can solve many of these challenges.

Let’s start with a quick walkthrough on adding a task to your project site in SharePoint.


Once tasks are in place, your team can easily:

  • Find work.
  • Do work.
  • Update work.


1. Find work

Project management templates from BrightWork give the team a virtual workspace to connect and collaborate on the project.  At any time, team members can check the BrightWork site to find out what they need to do on a project and how it affects the overall success of the project.

All BrightWork templates contain “My Work” reports, which show users all the work that is assigned to them.  Work reports can be filtered for different views, for example, Open Work, Work Due Soon, and Overdue Work.

My Work Report SharePoint

‘My Work’ Report in SharePoint


Not only does this guide team members through their top priorities, these reports also provide insight for the project manager as well.  If a project manager sees that upcoming work is piling up with one resource, they can intervene and shuffle the workload to others who have more capacity.

Work Reports SharePoint

Work Report in SharePoint


While it’s great to have such easy task management in a BrightWork site, unfortunately, you can’t count on a team member to regularly check the project site. So BrightWork also has the ability to schedule automated emails to give the team members a friendly “nudge” about upcoming or late work.

Simply access the Reporter ribbon and select ‘Advanced Share’.


Next, complete the form to create the required email schedule.

BrightWork Schedule email form


You can send updates daily, weekly, or at any interval that makes sense the cadence and processes of your team.



2. Do work

Naturally enough, we should spend most of our time doing the work! And BrightWork leverages the collaborative capabilities in SharePoint to give team members the tools to collaborate and get work done.

BrightWork leverages the native SharePoint document management features like version control, co-authoring, check-in / check-out, and workflows. These native SharePoint features make it incredibly easy for the team members to share documents and collaborate on deliverables.  There’s no need to search desktops or emails for the documents, as the latest version is always available at the project site in SharePoint.

SharePoint Library Version Control


Inevitably, team members will encounter issues during the course of the project.  In BrightWork, all they need to do is check a box to flag an issue.  Simply open the task and tick a box to indicate an issue, and that task is then transferred to the Issues List where it will get the attention of the project manager.

BrightWork flag a project risk


Alternatively, if a team member encounters a bigger issue, they can log the issue directly and add with notes and commentary as necessary.


3. Update work

One of the most difficult jobs of a project manager is getting timely and accurate updates from the team. BrightWork makes it very easy for team members to provide updates and summary reports on their work. Using the datasheet view, team members can make bulk edits to their tasks and easily mark work as done.

BrightWork SharePoint templates My Work report

When a more detailed update is required, they can open the task to provide the update and add status comments. Fields like expected due dates, comments and percent complete, are designed to help team members provide a quality status update. The key is that the system is set up to prompt team members to enter the information required for better reporting on the project.

SharePoint Kanban Boards make updating tasks even easier! To update a task, a team member simply needs to drag the board from one column to another.  Updating the board also dynamically updates other associated data such as project timelines.



The portfolio reporting capabilities in BrightWork mean that when a team member makes an update, all the reports are done.  Those changes will roll-up to all dashboards that report on that work so you can spend more time productively working the project!


Editor’s Note: This post was originally published in 2016 and has been updated for freshness, accuracy, and comprehensiveness.

Image credit 

Billy Guinan

Billy is a Demand Generation Manager at BrightWork, where he helps customers successfully manage their projects and portfolios using SharePoint.

Billy is a graduate of the Villanova School of Business and holds a Master’s degree from National University of Ireland, Galway. Outside of BrightWork, he enjoys reading, trying to golf, and walking his pug named Nova.
Billy Guinan

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