I have started to use SharePoint to manage projects. I haven’t used it on a real project yet, but if I prepare it can’t be worse than my last two projects which didn’t really use any kind of PM framework.
SharePoint Tasks Lists are:
- Accessible to everyone at Penn State. Smartsheet requires accounts to use the platform and while free accounts are available, this is a critical downside because team members will likely not want to log in or download an app to access information about a single project. SharePoint would not be accessible however to people outside of Penn State. I may have to consider Google Sheets in these situations.
- Robust compared to MS Planner. Planner is quick to learn and has a much nicer interface than SharePoint Lists, but it is very limited and does not allow for nested tasks and custom fields. It does have very nice report views even if they are not customizable.
There is a decent video training series on using SharePoint Task Lists (original post) on LinkedIn Learning.
I was able to create a new Task List for a recurring project that is pretty complex with over 100 tasks and multiple custom fields. I haven’t fully implemented dependencies and timeline views since that will have to wait until we actually start planning for the upcoming event. I was also able to figure out how to clone Task Lists using templates with Ronda’s and IT’s help.