Join Ron Davis for an in-depth discussion in this video Project site, part of Creating Quick No-Code SharePoint Business Solutions with Composites.
- Here's the project site and this is one of the big four that's very often customized or used in composites. You may notice that it looks a lot like the team site. That's because it is a lot like the team site. It's main claim to fame is this Project Summary Web Part. And if we go in to Edit the task list, which is just gonna take me over to this list, I can come in and I can add a new task. I'm gonna name this Identify users.
And the due date, click my calendar, and we'll say it's due tomorrow. I'm a slave driver. And it's assigned to student. And now if I go home, there's Identify users and it's added to the Web Part and you can see, it's due in one day. Now, this task list remember, the concept of content types and you can add content types in to it, you can also add, along with the content types, you can use metadata, so that you can use the term store to tag information, which will help you for consistency.
Also remember the concept of workflows. Workflows are very handy on all of these big four. And especially here, not especially, but also on the Project Site. If we wanna customize it, we can come in, and I happen to not like this 'cause I know I can do everything from the site settings, so I just wanna get rid of that. We can just click get rid of that. And now we have this Project Summary Web Part. In my business, it is normal for projects to have multiple threads.
That is, we have certain people working on say, gathering information, doing research on a course that we wanna develop. And another group that's going through and developing like the, slides, and that kind of thing. So, we can go in and fix that. Fix that means we can simply create multiple threads up here. And let's do it this way. Let's go into Site Contents, add an app, and we're gonna create a task list, and I'm going to call it, it doesn't matter here, Our Tasks.
Just so I have a different task list. And I'll call Create. And now I've got Our Tasks, and I'll go home. And I'll Edit this page. And I'm going to click down in here, and I'm going to Insert a Web Part. And now if I can locate, Project Summary. And we'll Add it, and pull this down, say where I wanna add it. And at the Top's fine. And we'll call Add. Alright, Project Summary 2, I probably should rename that.
And I would normally rename it, but let's just go in and Edit Web Part. And we're going to tie this into Our Tasks. Of course I would go in and set-up other things at the time, but, just to give you an idea, other things such as where it's going to be located, and everything else. And now we've got that so we'll go back over to Page. And we're going to Stop Editing. We'll go home. Here's our BlueBuffaloPress Project Site, and you see, here's Project Summary 2. Bad name, we should've...
When we edit the Web Part we would obviously give it a better name. But now you can track multiple threads through the Our Tasks and the Tasks too. So, the project then, for me, becomes more useful. I will also comment on this project site, that this really wanna use for small projects, that works really well. For small, quick projects probably shouldn't last at a maximum of 30 days. I like to think more like a 10-day thing. Otherwise, you wanna consider another technology. Perhaps, well, if you're really large, Project Server.
Otherwise, Microsoft Project. If you're familiar with that, that's an office application. It's really for a medium-weight project management system, it's really excellent. So there's the Project Site.
So join Ron Davis as he shows how to get the most out of your SharePoint investment, with SharePoint Composites and some inventive sample business solutions. Ron shows how to gather requirements, use templates, create composites, integrate with Excel and other Office services, and implement solutions for a range of scenarios.
- An introduction to SharePoint's no-code Composites
- Composites life cycle
- Using out-of-the-box and custom workflows
- Using SharePoint site templates
- Working with Access apps
- Integrating with Excel, Power Pivot, and PerformancePoint
- Example business solutions