Office Task Tracking

Question

Hello,

I would appreciate if someone was able to point me in the right direction on the following.

I am wondering if the following can be done within the O365 Business suite and what you think would be the best approach.

Situation: we are a construction project business, working on multiple projects at once, all at different stages. Our office operations consist of the design/pre-contract portion of the construction projects we do. Each week we have a planning meeting to discuss current actions for various projects we are working on and projects we are trying to get. We are currently noting actions on Word agenda, and also transcribing into a shared To-Do list with the office staff. Our construction/onsite project management teams us Microsoft Project, but obviously the 'projects' we are managing in the office are the early stages and nowhere near as complex as physical construction management.

What I am aiming to achieve: A simple dashboard that displays the projects we are currently working on in the office, including both; timeline showing overall target timeline for each vs actual progress and whether we're on track or lagging; and under each project what the current open tasks are assigned to different staff and whether they are partially done/complete/overdue etc. So probably need the ability to have the tasks as a dropdown below the main summary line for each project.

Would really appreciate any guidance that can be given re the best way to achieve this in O365.

Thanks in advance.

Answer 1

Hi JSim99,

Thanks for using Microsoft products and posting in the community, I'm glad to offer help.

According to your description, I recommend you use Microsoft Project for the web to track your projects. For more details, you can refer to the following articles:

-      What is Project for the web? - Office Support

-      Project for the web get started guide for admins - Project for the web | Microsoft Docs

Hope the above information can help you a little, and please feel free to let me know if you have any concerns.

Best Regards,

Arck

Answer 2

Hello,

Yes thanks for the help, I am currently working with Project for the Web and PowerBI to create some dashboards.

Cheers

J

Answer 3

Hi JSim99,

I'm writing this reply to follow up on this thread, may I know if you have checked my last reply? When you have time, you are welcome to come back and let us know if you still need help here.

Hope you are all well during this period, stay safe and have a nice day : )

Best Regards,

Arck