How to Plan and Set Up a Project Using SharePoint [Template Included]
This is the second part of a multipart series on managing a project with the Free SharePoint Project Management Template. Catch up on the first article in this series, Initiate A Project With A SharePoint Project Management Template.
During project initiation, you secured project sponsorship, decided to manage your project using the Free Template, and created a collaborative project site.
In this article, I’m going to show you how to plan and set up a project using the Free SharePoint Project Management Template.
You’ll need to have your SharePoint project site open and ready to edit to work through these steps.
If you have yet to download and install the Free Template – don’t worry! The process takes less than five minutes and requires no coding or configuration.*
How to Plan and Set Up a Project using SharePoint
1. Plan and Set Up A Project
The ‘Get Started’ tiles on the project homepage of your SharePoint project site will help you to plan your project with a project statement, tasks, and documents. In the following section, you’ll see how to use each tile to plan and set up a website project.
Setup Project links to the Project Statement. Click the icon highlighted below to edit the statement.
Add key information to your statement such as the project name and description, project manager, status, and due date. Here, we’ve outlined some high-level details about the website project.
Click ‘Add Tasks’ to start assigning tasks to the team.
The template ships with a pre-populated list of tasks and sub-tasks of collaborative project management.
It’s easy to update each item in the list – just click the item to open the editing dialogue box.
Update the task as needed and save.
It’s also simple to bulk edit the task list, for example, changing the status or task owners.
First, click ‘edit this list’ to open the datasheet view.
Next, update the status and task assignee for the first task. Drag these updates down to the relevant task and select ‘stop editing this list’ to save your edits.
You can quickly add tasks that are specific to the website project under ‘Work the Project’, such as preparing new website content and a new design for the homepage.
Right-click the editing menu beside the relevant project phase and select ‘add subtask’.
Follow the columns in the datasheet view to add the ‘task name,’ ‘start and finish date’, ‘task status’, and ‘assigned to’.
Finally, add relevant project documents to the document library.
Click ‘new document’ to upload the relevant file.
To make it easier to search for files, agree on some guidelines with your team, for example, file names.
For this project, let’s preface each file name by the area of work. For example, planning documents will include ‘plan’ in the title; the same applies to ‘content’, ‘design’ and so on.
- Plan_Project Charter
- Content_New Homepage Copy
- Design_Brief for Forms.
Only one copy of each file will exist in the project site to avoid any confusion about the correct version. Ask the team to use the file in the document library instead of creating multiple versions of the same document with different dates or notes added to the title.
- Content_New Homepage Copy_201118
- Content_New Homepage Copy_211118
- Content_New Homepage Copy_Final
- Content_New Homepage Copy_Final Final
Correct: Content_New Homepage Copy.
Finally, files will not be stored in folders in the document library – the naming convention above removes this need.
Note – to ensure edits to your document are synced to the library, download the document using Microsoft Edge. Otherwise, you’ll end up with ‘read-only’ copies of the file you will need to save locally and re-upload to the site.
The project homepage now reflects the new information you have added to the project site. Every time a task or issue is updated, the reports on the homepage are automatically updated. This helps to keep everyone informed about the progress of the project without the need for meetings or lengthy email chains.
B. Desk Check the Project Plan
It’s important to achieve clear alignment with everyone before the project starts to avoid project scope creep – changes to tasks and deliverables – later on.
Once the tasks are added to your SharePoint project site, a timeline will appear on the project homepage. Ask the team to review the timeline and project documentation to make sure they are happy with your plans.
It’s likely your team are working on multiple projects and have non-project tasks to manage, reducing their availability for your project. Once you have clarified these commitments, make the necessary adjustments to the task list.
Finally, ask the project sponsor to check the project site, including the timeline, tasks, and project charter.
C. Notify Your Team of Their Responsibilities
Having finalized your plan, host a kick-off meeting with the team to explain the project walk them through the project site.
As we will see in the next article, the free SharePoint Project Management Template includes the ‘My Work’ report to help team members find, do, and update their work easily.
Get started with your Free SharePoint Project Management Template now
* You will need to be a site collection administrator to implement the steps in this article.
Editor’s Note: This post was originally published in July 2016 and has updated for freshness, accuracy, and comprehensiveness.