Connecting SharePoint Tasks with Microsoft Office

Use several programs in Microsoft Office to edit, complete, update, create, and delete SharePoint tasks without opening a browser. The four buttons in the Connect & Export group under the List tab allow for manipulating tasks with Project, Outlook, Excel, and Access. SharePoint Task Lists in Excel Exporting a SharePoint Task list into Excel creates … Continue reading Connecting SharePoint Tasks with Microsoft Office

Task List Views

Like with everything else in SharePoint, task list views can be customized and displayed in several different ways, including timeline views, Gantt chart views, simple lists, spreadsheets, Access, and calendars. Customizing the Timeline View To customize the timeline view, select the view and click on the “Timeline” tab at the top. This tab allows you … Continue reading Task List Views

SharePoint Tasks

SharePoint is very commonly used as a tool for managing tasks. Who is doing what when, and why aren’t they finished?  The task list web part is standard in every license model of SharePoint and has a number of nice features. Create a new Task List Create a new task list web part by going … Continue reading SharePoint Tasks

Co-Authoring in SharePoint 2013

With SharePoint, users can simultaneously edit the same document using the Office Web Apps or, in some cases, the desktop version of the software. Microsoft calls this co-authoring, and it has been a very popular feature. Co-authoring was initially announced with SharePoint 2010, but was limited to Word, PowerPoint, Visio, and OneNote.  SharePoint 2013 extends … Continue reading Co-Authoring in SharePoint 2013

28 SharePoint Ideas – Vail presentation

I recently spoke at a conference in Vail on using SharePoint to improve communication within a company. The full presentation is below. Pillar Properties Case Study 28 Ideas for SharePoint and Office 2013 11 ways to share documents 9 ways to manage projects & schedules 8 ways to work with data