Make Project Management Easier With SharePoint

5 Ways to Simplify Project Management with SharePoint

January 2, 2019 by

Every business has goals and objectives. A project helps organizations and individuals meet these goals and objectives through a series of planned activities.

This process can be complex, and seeing the project through from start to finish is crucial to meeting your goals.


Start managing projects on SharePoint in less than five minutes with your free pre-planned template! 


There are many tools out there to help you manage projects more effectively, but project management with SharePoint is a great way to get started.

In this article, I will outline 5 ways to make project management easier with SharePoint.


5 Ways to Simplify Project Management with SharePoint

1. Project Guidance and the Project Wiki

If you are new to project management on SharePoint, it can be a daunting task to get started.

To make matters worse, there are several project management tools out there that can help, but you need time to learn how to use them.

With the Free SharePoint Project Management Template, the burden of learning is eased with built-in guidance. Using the ‘Get Started’ tiles on the homepage, follow the steps to set up a project with a statement, and add tasks and documents.  If you are unfamiliar with SharePoint, this guidance is very helpful and will help you get up and running in no time at all.


The Project Wiki outlines a best practice approach to help you manage a project, based on our Collaborative Project Management Handbook. Collaborative project management is a flexible five-step process:

  1. Initiate the Project
  2. Plan and Setup the Project
  3. Work the Project
  4. Track and Re- Plan the Project
  5. Close the Project.


This means everyone on the team can contribute, regardless of their project management with SharePoint experience.

Another way the free template will help you is with a pre-populated task list. This is based on the five stages of collaborative project management and can be modified or deleted as needed.


2. Simple Project Tasks Lists

Although not that glamorous, project tasks lists are a vital element of any project. They effectively keep the project on track, within budget and allocate resources where they are needed most.

As mentioned above, the Free SharePoint Project Management Template from BrightWork comes with a built-in task list. Here you can create project tasks, add start and finish dates, view the % complete and assign tasks to your project team.

If you have a high-level task with smaller tasks, you can add more structure with subtasks.


Make Project Management Easier with SharePoint Task Lists

3. Instant Project Visibility with the Project Homepage

The Project Homepage is an easy way to see the most important information in one place without needing to view everything that has happened since the start of the project.

Throughout a project, there are several tasks that need to be completed, and staying on top of them will help deliver a successful project. Being able to translate this work into an easy-to-understand dashboard will help both senior management and team members understand the project status or outcomes.

With the free template, it is easy to see the status of your project. The homepage automatically updates each time you or a team member changes a task. For example, if a task is marked as late,  this will be displayed on your project homepage. The project homepage also displays the health, time and cost of your project.

This type of visibility is a great way to save time and get instant access to key project metrics.


4. Project Status Reporting

The Project status reports is an essential communication tool that helps keep key stakeholders up-to-date with the current state of the project.

In the example below, we use the different stages of the project to illustrate status reporting. Overall project health is green, but there are some questions over time and scope which we will need to keep an eye on.

Make SharePoint Easier with SharePoint Status Reports


With the free template, you can go ahead and create status reports in a way that makes it easy for you and your team to understand. The status reports illustrate key metrics with Red, Amber Green status indicators and contain a summary of how the project is doing.


5. Easier Collaboration with Project Team Members

Projects vary in many ways. One project might have a larger budget than the next one, another project may need to more time to complete. One constant throughout is the need to work with others to help deliver the project.

SharePoint prides itself on making it easier for people to collaborate, and projects require collaboration to be successful. This makes SharePoint an ideal place to manage projects.

The free template will make collaborating even easier. Simple functions such as adding team members to the project, assigning tasks and reporting on progress will improve collaboration and increase the chances of project success.

An important feature of both SharePoint and the free template is the document library. Throughout the course of a project, there will likely be many documents that need to be edited by team members. The document library allows you to keep all important project documents in one location for quick access.

SharePoint Document Library Folders



We all manage projects of some kind in our jobs. Sometimes these can be individual tasks that you need to manage on your own, other times they can be full on projects with a team of people.

Either way, the Free SharePoint Project Management Template from BrightWork will make project management easier with SharePoint.

With built-in help and useful features that help add some structure to managing projects, the free SharePoint project management template will be a valuable tool.


Image credit 

SharePoint Project Management Template