How To Achieve Project Management Proficiency With SharePoint: A Detailed Guide

Project management is quite essential for corporate firms looking to remain competitive and produce successful results in today’s fast-paced business world. It is quite a complex, systematic process and as such, it requires an appropriate platform that optimizes the entire process.

Thanks to Microsoft, SharePoint stands out as the most preferred platform for effective project management.

In this piece, we’ll consider SharePoint’s crucial position in project management and the advantages it gives to project managers.

Let’s get started!

project management with sharepoint

What SharePoint Is and How It’s Important for Project Management

SharePoint is a web-based platform for effective document management and collaboration, enabling team members to work together on different project types no matter where they are physically located.

It is the ideal alternative for project management processes and activities in that it serves as a central hub for information storage, organization, and sharing.

Benefits of using SharePoint

Enhanced collaboration: SharePoint encourages teamwork by facilitating live communication, document sharing, and feedback exchange. This ensures the entire processes in project management are done smoothly as every team member stays in touch.

Improved version control: By keeping project documents current, SharePoint’s versioning feature lessens the risk of errors and confusion caused by having different file versions. 

You can also check out the project management guide within SharePoint by EPC Group to get more information.

Accessibility and flexibility: Team members can access project-related data using any internet-connected device from anywhere at any time. Given SharePoint’s cloud-based infrastructure feature, everything can be accessed on the go.

Seamless integration with Microsoft tools: Project management workflows are streamlined by SharePoint’s seamless integration with popular Microsoft programs like Word, Excel, and Teams. This makes for a smooth project management experience.

Tips That’ll Help You Manage Projects With SharePoint Effectively

Train Your Team

Ensure every team member receives adequate training on the capabilities and functionalities of SharePoint. This will enable them to use the platform efficiently and realize its full project management potential.

Create Workflows For Your Team

Create automated processes with Microsoft Power Automate or the SharePoint built-in features. Workflows cut down on manual work time and increase productivity by optimizing repetitive processes, approvals, and notifications.

Make Use Of Task Lists

The task lists in SharePoint make it easier to delegate tasks, establish deadlines, and track development. To ensure that the project continues on track, use task lists to keep track of project milestones and individual responsibilities.

Store Project-Related Documents In Document Libraries

To facilitate cooperation and provide simple access to essential information, create document libraries for various project components. Versioning can be used to track document changes and preserve data integrity.

Use Alerts

Leverage SharePoint’s alert system to notify team members of important updates such as document changes, task assignments, or impending deadlines. Proactive communication and prompt action are encouraged as a result. 

collaboration whiteboard

Questions To Answer Before Using SharePoint For Project Management

Before using SharePoint for project management, it’s essential you genuinely answer the following questions:

  • 1. What are the specific project management needs of your team or organization?
  • 2. How will SharePoint be integrated into your existing project management processes?
  • 3. Are your team members familiar with SharePoint, or will they require training?
  • 4. How will you ensure data security and access control within SharePoint?

How SharePoint Simplifies Project Management

Centralized Storage

The centralized storage system of SharePoint is one of the ways SharePoint simplifies the project management process. Project managers can use it to build document libraries and lists where all essential files and data can be stored, arranged, and accessible by authorized team members.


The collaborative capabilities of SharePoint allow for real-time conversations, document co-authoring, and team sites. This allows project participants to exchange updates, suggestions, and progress. Plus, it promotes stronger team unity and ensures project transparency.


Project managers can modify SharePoint to meet their unique project management needs. Given its customizable workflows, templates, and metadata, you can tailor all its processes to fit whatever project you’re working on.


Microsoft Project, Teams, and Outlook are just a few of the Microsoft programs that SharePoint easily connects with. By streamlining data exchange and enhancing collaboration, this integration ensures everyone in the team is on the same page.


In project management, data security is of the utmost importance. SharePoint offers strong security capabilities, such as role-based permissions, data encryption, and multi-factor authentication. This makes sure that private project information is kept secure and that only authorized individuals may access it.

Customize SharePoint To Meet Your Needs

Customization improves user experience and boosts overall productivity. SharePoint easily aligns sites, lists, and libraries with your team’s preferences and project management approaches.

secure data sharing

Final Thoughts

Corporate firms will profit greatly from mastering project management using SharePoint. With it, entire processes are streamlined. This makes for project success. The platform’s centralized storage, collaboration tools, customization choices, easy integration, and strong security measures all contribute to this.

This will enable team members to operate more productively, collaboratively, and with more control over projects. It is a strategic decision to embrace SharePoint as a project management system in order to increase productivity and provide excellent project outcomes.

Author - Susan Kennedy

Hi there - I'm Susan Kennedy, a regular mom who has used spy apps for years now. I was fed up with spammy reviews and poor information so I started this website. I also teach you how to improve your online security and stop unwanted spy apps. Reliable information from a real person!

Susan Kennedy author