SharePoint 2016 Release Candidate has just been released and there is going to be a lot of talk about new features and functionality that SharePoint 2016 will offer and we’ll definitely be part of that discussion. In the meantime, I thought I would get back to basics of SharePoint and discuss core functionality which is too often overlooked. In this post we will take a look how to set up a site to manage issues for almost any kind of project.
As background, we are developing a custom software solution for one of my clients and my business partner asked me to set up an issue tracking web site for centralized management and reporting of issues. No problem I said, give me 10 min! Here is what I did.
Step #1: Create a default SharePoint site:
Click Settings | Site Contents and choose new Subsite. Give the site a name that makes sense for the project, and choose Team Site template.
And here is the created site!
Step # 2: Add an issue tracking list, or App as it is called in SharePoint 2013
Click Settings | add an app, scroll down and find the Issues app, and give the App a name that makes sense for the project
Step 3: Update default home page.
We want to make it super easy for users, so we’ll just include the issue tracking list and clean everything else up.
Click the Home button in Quick Launch menu to return to the home page, click settings | Edit page. Click the REMOVE THIS link to get of the default menus in the site.
Next, click the Documents web part to select it, choose the WEB PART tab in the ribbon menu and choose delete.
Click in the white space and enter some text to describe this page, such as “Project Issue Tracking” and hit enter a few times. Now click the Insert Tab in the Ribbon and choose App Part, Project Issues (this is the app we just added above), and click Add.
And here you go! The new home page: Enter or editing issues is a snap, and the fields in the issues list can be sorted by the columns entered. Pretty simple training for users. All the issues are centralized in one spot and all you need to send to everybody is a link to this new web site you created!
For more reports you can click the Project Issue tracking list to open the list and you see various views (filters and organization of data) to drill into specific issues.
So, the basics of SharePoint we followed here are: added the Apps (also known as lists, or libraries) that you need to the site, and edited or added pages to display the Apps so it’s easy for users to use the site. You can add multiple Apps to a page, such as a task list, calendar, etc. to create a dashboard type of page, and a site can have multiple pages!
This should save a lot of time organizing and communicating issues!