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Project Management Data

Flexible Project Management : Gaining Insights on Performance

This article is a must-read for anyone using SharePoint lists to manage tasks and actions. It guides you through transforming your raw data into insightful visualisations that can help you track team performance, identify resource bottlenecks, and stay on schedule.

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Project Management Automation

Flexible Project Management: Adding Actions to a Task List

The content explains how to replicate Planner’s ‘Checklist’ feature in a SharePoint task list using a separate actions list and Power Apps form. It details steps to create the actions list, build and customize the Power Apps form, and link actions to tasks. Finally, it covers adding, displaying, and updating actions linked to tasks.

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Project Management Automation Data

Flexible Project Management : Automating an Email Digest of Tasks

This article explains how to set up a workflow in Power Automate to send task reminders from a SharePoint list to team members. It includes detailed steps for creating and customizing a flow that schedules reminders, generates an HTML table of tasks, and sends personalized emails, ensuring project tasks are managed effectively.

Categories
Project Management Automation Data

Flexible Project Management with SharePoint Lists and the Power Platform

When Microsoft’s Planner is insufficient and Project is too complex, this post outlines how to use SharePoint lists for task management. SharePoint offers flexibility with custom fields, quick setup, and integration with the Power Platform. The guide details creating task lists, assigning responsibilities, and improving task views, providing a middle ground between Planner and Project.