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How to Edit Your 360 Project Site Lists and Libraries and Calendars

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    How to edit your 360 Project Site lists and libraries and calendars   2 | Page Contents How to create a new Project Task ........................................................................................................................................................4   Why do you need to update the status of a project task? .....................................................................................................................7   How to update the status of a project task ...........................................................................................................................................8   How to create an announcement on your 360 Project Site ..................................................................................................................9   How to create an issue log for your project ........................................................................................................................................ 10   How to update the status of an issue ................................................................................................................................................. 11   How to add key contacts to your 360 Project Site .............................................................................................................................. 12   How to add a links list to your 360 Project Site .................................................................................................................................. 13   How to add key dates to your project calendar on your 360 Project Site ........................................................................................... 14   Synchronise your project calendar with your MS Outlook .................................................................................................................. 15   How to colour code categories in a project calendar on your 360 Project Site ................................................................................... 17   How to edit any item in a lists on your 360 Project Site ...................................................................................................................... 21   How to delete any item in a list on your 360 Project Site .................................................................................................................... 22   Export your project lists to Excel ........................................................................................................................................................ 23   How to delete a list or library from your 360 Project Site .................................................................................................................... 27   How to delete your 360 Project Site ................................................................................................................................................... 28   Why you should use a presentations library in your project? ............................................................................................................. 30   How to upload files to a library ........................................................................................................................................................... 31   How to edit or delete a file in a library ................................................................................................................................................ 32     3 | Page Benefits of checking in and out documents from your project libraries ............................................................................................... 33   How to check out a document from your project library...................................................................................................................... 33   How to check in a document to your project library ............................................................................................................................ 34   How to discarding a checked out document from your project library ................................................................................................ 35   How to email a document internally without using attachments ......................................................................................................... 36   How to create a project countdown web part on your 360 Project Site .............................................................................................. 37   If you are delivering a project for an external client, take a look at the Project Library and start filling out your own data sheet.   4 | Page How to create a new Project Task You can use project tasks lists to track the work required to complete a project. Work is captured as individual tasks, and each task is entered into a row in the list. As work progresses on each task, you can update task information on the list to provide a high-level view into the project’s current status.  In a project tasks list, complete the following columns for each row in the left table portion of the view:    Title  Type the name of a task in your project.    Start Date  Enter the date when the task should begin.    Due Date  Enter the date by when the task should be completed.    Task Status  Choose the descriptor that most accurately reflects the status of this task. If you are just planning a project and none of the tasks have begun, choose Not Started .    Priority  Choose the priority level that most accurately reflects the importance of this task, as it relates to the other tasks in this project.
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