In the previous article, we covered how to set up a project site with BrightWork 365, a project and portfolio management solution for Microsoft 365 and the Microsoft Power Platform.
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In this article, you’ll learn how to manage tasks with the Gantt Chart, Work Reports, and Status Reports.
Don’t forget – BrightWork 365 integrates directly with Microsoft Teams. You can manage tasks using the BrightWork 365 app or from the relevant channel in Microsoft Teams.
How to Manage Project Tasks with BrightWork 365
Update an existing task
To edit a task, phase, or deliverable, select the item and click ‘edit’ in the Gantt ribbon, or double-click the taskbar.
Both options open the dialogue box. Here, you can edit the item as needed, for example, updating the percentage complete on a task.
Add a new task
Use ‘Add’ in the Gantt ribbon to add a new task, phase, or deliverable to the timeline.
Add more details to the task, like the owner, finish dates, and dependencies, using the ‘new task’ dialogue box.
Assigned tasks are added to the relevant team member’s work report.
My Work Report
The ‘My Work’ report shows users all work assigned to them, including stages, tasks, and deliverables, risks, and issues.
Using this report, the team can find, do, and update their work quickly.
Users can also log a risk or issue for a particular task in the ‘Related’ tab.
Create and Share a Status Report
A Project Status Report creates a snapshot of the project at a particular time, for example, every week.
A project status report measures the current status of the project against expected performance.
To log your report, click the ‘Status tab’ and update the indicators for % Complete, Health, Cost, Time, and Scope. Add extra comments to each indicator as needed.
Next, click ‘+New Status Report’ to access the quick create form. Update the form and save.
The latest indicators are pulled into the report. You can also email the latest report to the project sponsor using the form.
The latest status report is added to the project site as a locked record. The report is also available in the Documents tab.
Next Steps: BrightWork 365 for Microsoft 365
BrightWork 365 is a flexible, complete project and portfolio management solution for Microsoft 365 and the Power Platform.
BrightWork 365 brings the best of the Microsoft 365 ecosystem together in a single collaboration hub for project teams whilst giving more visibility and insights to senior executives.
