HOW DO I…

CREATE A NEW PROJECT TASK LIST?

A project task list in SharePoint displays a collection of tasks that are part of a project. Used in this sense, a task is a discrete work item that a single person can be assigned to (although you may decide not to assign anybody to any tasks). A project is typically a series of activities that has a beginning, middle, and end, and which produces a particular outcome or set of outcomes.

After you create a project task list, you can add tasks, assign resources to tasks, update the progress on tasks, and view the task information on bars that are displayed along a timeline.

Although some of the settings for the project task lists differ from those of other lists (such as for contact lists, announcements, and other task lists), you use the same basic procedure for creating a project task list as you do for other types of lists, such as adding columns, exporting to a spreadsheet, or organising the task list.

NoteIf you have worked with project management software such as Microsoft Project, and are familiar with managing task relationships within a project, keep in mind that project task lists in SharePoint won't allow you to create dependencies between tasks by linking them, nor can you create hierarchical relationships between tasks by using outlining.

To create new Project Task list, follow these steps.

  1. Click View All Site Content, and then click Create on the All Site Content page.

TipIn most cases, you can use the Site Actions menu instead to complete this step.

  1. Under Tracking, click Project Tasks.
  2. In the Name and Description section, type a name for the list in the Name box. The list name is required.
  3. In the Description box, type a description of how this list can be used. The description is optional.
  4. In the Navigation section, clickYes if you want to create a link to this list on the Quick Launch.
  5. If an E-Mail Notification section appears, you can set up your task list so that a notification is sent to someone when they are assigned a task.

NoteYou may want to add several tasks to begin the list with this option off, then go back and set it to “On” once the project is underway. This is to avoid generating too many e-mails to task recipients at the onset of the project.

  1. Click Create.

Filename: Create a New Project Task ListDate Published: 09/05/2008

Document Owner: Knowledge & Information SystemsPage 1 of 1

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