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Tasks in SharePoint

Advanced & centralised task management

Challenges with tasks in SharePoint

  • SharePoint lacks an integrated task management system, requiring organisations to track tasks manually.
  • Without a central place for tasks and notifications, team members are dependent on external tools.

Although SharePoint is widely used for document storage and collaboration, it falls short when it comes to effective task management. It lacks an integrated system for creating, assigning and tracking tasks within projects and workflows. As a result, many organisations have to perform task management manually, leading to a lack of overview, inefficiencies and increased risk of miscommunication.

A common problem is that there is no central place to manage all tasks and deadlines. This means team members rely on separate tools or manual lists to organise their work, which can cause confusion.

In addition, SharePoint does not provide built-in notifications or reminders for tasks, which can lead to missed deadlines and delays in projects. The lack of a standardised approach makes it difficult to assign and track responsibility, especially in larger teams and projects.

With SharePoint DMS, we work on our cases in a consistent way
IT manager, large corporate

With SharePoint DMS's task functionality, teams can easily create, assign and monitor tasks, all within one central platform. Users can create tasks with clear descriptions, deadlines and priorities, and assign them directly to the right team members. This ensures a clear division of tasks and reduces the risk of misunderstandings.

Bfurthermore, SharePoint DMS provides a visual overview of all tasks within a project or workflow, making it easier to track progress and ensure deadlines are met.

One of the biggest advantages of SharePoint DMS is the built-in notifications and reminders. Team members receive automatic notifications of new tasks, approaching deadlines and updates, so they are always aware of what needs to be done.

In addition, task functionality ensures that managers and team members can easily see the status of each task, allowing projects to run efficiently and make timely adjustments where necessary.

Possibilities of templates with SharePoint DMS

  • Central task management: Easily create and assign tasks within one platform.
  • Task descriptions and deadlines: Set deadlines, descriptions and priorities for all tasks.
  • Visual overview of tasks per project: View the progress of all tasks within a project at a glance.
  • Notifications and reminders: Receive notifications for new tasks, updates and approaching deadlines.
  • Prioritisation of tasks: Prioritise tasks to improve efficiency and focus.
  • Status updates and tracking system: Easily track the status of each task for optimal project management.

SharePoint DMS comparison

Without

  • No central storage of templates
  • Manual document creation
  • Inconsistency in formatting and branding
  • Versioning and updates are difficult to manage
  • Manual approval processes
  • Time-intensive document creation

With

  • Central accessible library with templates
  • Automatic completion of template content
  • Consistency through established branding and layout
  • Templates easily updated for everyone
  • Automated workflows linked to templates
  • Saving time through predefined templates

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