I am working on a Project Management site and trying to standardize tasks. I have searched the internet and cannot find anything. The publishing features are enabled but I don't know what to do after that.
2 Answers
TL:DR; Did you look at the different types of Apps/Lists you can create in your site yet? A Task App would give you a decent start for standardizing tasks.
The first suggestion I'd offer is to get clearer on your problem and communicating it as a question. As a side note, here's a solid write up on how to ask good questions: https://stackoverflow.com/help/how-to-ask
What you have described is quite vague. What do I mean by that?
- Have you created a custom list or a task list app?
- Are you familiar with Content Types? They are VERY useful for developing lists. If you started with a task list app your list will already have a Task content type already installed with the list.
- The advantage of the Task list app is that it will give you a fairly decent starting set of columns. Fields like Task Status are very useful. However, I can't remember the last time I built a task list and didn't do my own thing with it. The idea of someone entering 1% complete would make my teeth ache. However, percentage complete can be used by Gantt views in task lists (which is a decent reason to start with a Task app.
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Thank Carewen but to better clarify the situation: 1. I added a task list app to the page 2. The tasks and subtasks to the page. 3, What I want to do is create a template with those tasks and subtasks to be used as a template for project management.Michael Fermin– Michael Fermin2021-08-04 13:41:15 +00:00Commented Aug 4, 2021 at 13:41
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If you "save list as a template" then it will create a copy of the list in question along with its structure (columns and views). This could serve your purpose. However, I have found that there can be some minor complications so this is definitely something to test (beyond scope for a comment). You could save it as a template and create a test list to see if it meets your requirements. You can most likely ignore the "include content" option. There is a size constraint on templates and lists with large sets of records do not make for good templates.Carewen– Carewen2021-08-05 15:07:35 +00:00Commented Aug 5, 2021 at 15:07
A Microsoft SharePoint project task list displays a collection of tasks that are part of a project.
For more information you could refer to this official article: Create and manage a project task list
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I know how to create and manage a SharePoint list. The issue is I want to create a standardized task list and save it as a template for future use. I can save regular lists as templates but tasks wont save.Michael Fermin– Michael Fermin2021-08-04 13:46:25 +00:00Commented Aug 4, 2021 at 13:46
