Using Project to Collaborate with Team Members In this example, I will demonstrate how to use Microsoft Project with a list of tasks in a schedule, to communicate expectations to team members using SharePoint and Teams, and received updates from those members back into Microsoft Project. First, I’ll create a Project file, with a test…
Using Project to Collaborate with Team Members In this example, I will demonstrate how to use Microsoft Project with a list of tasks in a schedule, to communicate expectations to team members using SharePoint and Teams, and received updates from those members back into Microsoft Project. First, I’ll create a Project file, with a test…
SharePoint is Microsoft’s leading Intranet/Extranet platform in the market. My articles below illustrate some of the more robust features provided with this product. SharePoint Active Alerts Collaborate via a Blog Custom Lists Customizing Workflow Emails Document Library Document Workspace List Approval Process List Versioning Meeting Workspace Publish MS Project Tasks Task Workflows Workflow to Parse…
Using SharePoint Designer to create custom workflows for sending alert emails. When collaborating on SharePoint lists, some team members may need notification when actions are performed on lists. For example, let’s pretend a user wishes to be notified via email when an item is added to a list. To illustrate this functionality, I will begin…
Using SharePoint Designer to create custom workflows for sending alert emails. When collaborating on SharePoint lists, some team members may need notification when actions are performed on lists. For example, let’s pretend a user wishes to be notified via email when an item is added to a list. To illustrate this functionality, I will begin…
Using workflows to parse values in a list item. SharePoint Designer is an easy, yet robust designer that enables the integration of business logic into lists. To illustrate this feature, I’ll begin with a simple list illustrating what might be an email sent from a customer. Obviously, it would be nice if team members wouldn’t have…
Incorporating a workflow process into a business. Continuing on my Task: Approval Process article where I illustrated how to apply a business process whereby employees would submit new items (plan tickets) for approval before continuing, I’ll now show a complimentary step that represents a natural progress – workflows. Workflows allow teams to be notified when…
Using SharePoint Designer to create custom workflows for sending alert emails. When collaborating on SharePoint lists, some team members may need notification when actions are performed on lists. For example, let’s pretend a user wishes to be notified via email when an item is added to a list. To illustrate this functionality, I will begin…
Creating a portal for collaboration. In addition to using a Document Workspace, I can use a Meeting Workspace to facilitate collaboration amongst team members, for example if a series of meetings were needed. First, I’ll use the Calendar from the Document Workspace, to schedule a meeting. During the creation of that meeting, I’ll select to…
Tracking/Restoring changes in business data. In order to provide the ability to recover changes to an item, I will enable versioning on a list. For this example, I’ll select Tasks on which to enable this feature. On the List tab, I’ll select List Settings, then Versioning settings. To enable versioning, I only have to select…
TechMbaBi 