Question

Sharepoint - Daily/Weekly task management setup

Asked by: wkolasa

Hi,

Has anybody had experience setting up a daily/weekly task monitoring system with sharepoint (MOSS 2007)?  Here's what I've been tasked to do... I work in an organization with 10 people.  We want to gather their daily routines, put them into task lists that get checked off as they do them, and have some accompanying documentation.  The manager would like to be able to check on people's progress (to make sure they're doing they're jobs).  Also, this system could be used if someone gets sick - the backup logs in, checks the sick person's task list, follows the instructions and bam, tragedy averted.

Thanks for any help!
Wendi ~

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Asked On
2009-11-02 at 13:09:19ID24865200
Topic

MS SharePoint

Participating Experts
1
Points
500
Comments
5

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Answers

 

by: zephyr_hexPosted on 2009-11-02 at 21:18:40ID: 25726235

what shortcomings are you running up against in using the standard Task List in sharepoint?

to extend the Task List a bit further, you could connect it to Outlook:
http://blogs.msdn.com/melissamacbeth/archive/2006/03/21/557531.aspx

for other ideas for customizing the Task List (this walkthrough is using an older version of sharepoint so the screenshots won't match up to your sharepoint.  however, the principles are the same in the current version of sharepoint):
http://blog.pentalogic.net/2008/10/extend-and-customise-sharepoint-task-lists/

3rd party customization:
http://community.bamboosolutions.com/blogs/bambooteamblog/archive/2008/11/24/put-some-teeth-in-your-sharepoint-task-list.aspx

and.. you might also consider using workflow to automate some processes... or to send alerts / emails.
http://office.microsoft.com/en-us/sharepointdesigner/HA101005911033.aspx

and...  check out some of the free templates... in particular, you might want to look at the Project Tracking template:
http://technet.microsoft.com/en-us/windowsserver/sharepoint/bb407286.aspx

 

by: wkolasaPosted on 2009-11-03 at 07:13:45ID: 25729691

I'm looking at all the links you provided... installing the templates and giving them a roll... I'll post back soon.  Thank you!

 

by: wkolasaPosted on 2009-11-03 at 12:21:44ID: 25733136

Okay, first, thank you.  I know what I want now.  Here it is:

A document library.  When user clicks on "New", an InfoForm is displayed that asks them qustions (I know how to create the infoPathForm thing).  I need to know how to get the infoForm to fire when the "new" button is clicked (and perhaps get something in that menu that says "start workflow" (yes, i know this isn't a workflow, but it will make sense to a user if I call it that).

Thanks for continued help
~ Wendi

 

by: zephyr_hexPosted on 2009-11-03 at 15:56:52ID: 25735213

 

by: wkolasaPosted on 2009-11-04 at 08:38:03ID: 25741108

Hi.  Everything you provided is great.  i'm going to ask a follow-up in another post (with more points).  Thank you!

20120131-EE-VQP-002

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