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Creating Task Lists for Tracking

Posted on Apr 26, 2009 by admin

Task lists help people keep track of items they need to accomplish.  This will show you how to create a simple To-Do list within SharePoint.
Start by going to Site Actions >> Create
Under Tracking, click Tasks.
 
The next screen follows the usual SharePoint pattern.  You will enter the name of the list you are creating, a description if desired, and whether or not you would like the list to appear in the Quick Launch bar.  The important feature to notice here is if you would like to turn on email notification.  If you choose Yes for the radio button, SharePoint will fire off an email to the person the task is assigned to.
 
Click Create.  You will then be immediately taken to your new list.  Click the New dropdown and select New Item.  Here is where you can create a new task.  There are a number of options to fill in.  The main fields to be filled in are the Title of the task, a description and who the task should be assigned to.  SharePoint goes a step further to added fields such as Priority, Status, % Complete, Start Date, and Due Date.  Another great function is attachments can also be added to these tasks.  Also be aware of the message that appears. The message states “The content of this item will be sent as an email message to the person or group assigned to the item.”  So be sure you fill in all the appropriate fields to ensure the fastest results.
 
Click OK.  Now SharePoint will email the user you assigned this task to.  Another great function is that Outlook 2007 let’s you step directly back into SharePoint from the emailed task you receive.  You can see all sorts of great information.  You will see who assigned you the task, the name of the list, where the list is located in SharePoint, and all of the details of the task assigned to you.  
 
This small but powerful function saves time in communication with fellow coworkers and gets action items accomplished quickly.

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