BrightWork and Nintex: Faster Project Management on SharePoint

Billy Guinan
By | Updated February 5, 2020 | 4 min read
ghtWork and Nintex: Faster Project Management on SharePoint

Nintex is a point-and-click workflow automation tool used to automate and optimize a wide range of business processes on various platforms, including SharePoint.


Webinar recording: Automating Project Processes with BrightWork and Nintex


Nintex project management automation (via Nintex Workflows and Forms) can be baked right into BrightWork project management templates, making it easy to deploy best practices with your teams.

In this article, I’ll show you how to use Nintex and BrightWork for status project reporting, automated expectation reporting, and project request management.


Automated Status Reporting and Email Alerts

BrightWork project management templates on SharePoint provide all the tools required for project managers to track both project progress and performance and keep stakeholders informed.

One way of tracking project progress is by its phase. As project tasks are completed by team members, so are their relative phases.

Using Nintex Workflows, you can automatically alert stakeholders via email that a phase is complete and indicate what the next actions are at this stage of the project.





Automated Exception Reporting

BrightWork templates for portfolio management give senior executives high-level visibility into the health of multiple projects across the organization.

Nintex Workflows make it easy to create new activities (e.g. issues or risks) in your projects, based on certain conditions. A typical example is that an issue is automatically logged if a critical milestone misses its deadline, which can then be tracked and assigned on the portfolio dashboards in BrightWork.

Billy Guinan
Billy Guinan

BrightWork Demand Generation Manager • Marketing

Working with a range of B2B SaaS project portfolio management software for nearly 15 years, Billy specializes in best practices and methods of how to leverage Microsoft 365, Teams, Power Platform, and SharePoint to make project management easier. His focus areas are Collaborative Project Management and Template-Driven Project Management on the Microsoft platform. Beyond all things BrightWork, Billy enjoys reading, trying to golf, and walking his pug named Nova.

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