Join Bill Kulterman for an in-depth discussion in this video What you need to know, part of SharePoint for Project Management.
- [Instructor] Hi, and welcome, I'm Bill and I want to talk a little bit about some things you should know before we get started with this course. This course is intended for project managers. People who need to keep track of a project with a lot of people working on it. Lot of tasks, a lot of dates, deadlines. It's really going to help you keep that in line. Also, you should have some experience with SharePoint. Hopefully, you've worked with SharePoint before, you've had some basic experience, even if it's only with a SharePoint team site, so that you at least are familiar with the basic features of SharePoint.
Now, another thing I want you to know is that this SharePoint deployment here that we're looking at, might look a lot different than your own. Your company could have spent some time branding the site, changing colors, logos, doing a lot of different things with fonts, colors, size, all that kind of stuff. It could look completely different from what I have. What you're seeing here is out of the box. There's no changes that have been made to any of the formatting, this is SharePoint right out of the box. Now, if it does look different, don't panic.
All of the features that I'm going to show you are most likely still going to be there, they may just look a little bit different but your functionality is going to be the same. The other thing I want to tell you is based on your level of permission, SharePoint has a lot of different permission levels, you may not have all of the features that I show you. And let me give you an example. I'm going to go up here to the settings gear in the upper right corner, and when I click that, because I have full administrator rights to this site. I have a lot of options here, as you can see.
When you click on your settings gear you may not have very many of these at all, you may only have one thing. So if you need more of these options than you have to work with your site effectively you will need to talk to your SharePoint administrator. Another thing I want to show you is I'm going to go to the task list to do this, but it's going to be similar or the same with tasks, calendars, document libraries. When you go ahead and you look at your tasks ribbon or your list ribbon, not all of these options will be available to you either if you don't have the proper permissions.
So if they're grayed out, and it's something that you really, really want to do, you may again need to talk to your SharePoint administrator so that you have the proper permissions. Remember, I have all of these permissions because I am an administrator on this SharePoint site. If you don't, if some of your things are grayed out and you need them, go ahead and talk to your people. I'm sure they'll be happy to help.
- Adding tasks and subtasks to a project team site
- Adding tasks to the timeline
- Using task list views
- Adding items to the site calendar
- Creating documents
- Adding documents to the library