7 Steps To Use SharePoint for Project Management Automate Workflow w/ SharePoint PM Dashboard

Опубликовано: 18 Май 2026
на канале: HingePoint
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Using SharePoint for project management: https://www.hingepoint.com/sharepoint...

This video demo shows you an example of using Microsoft SharePoint online to create a SharePoint project management:
1. Create a SharePoint site for Project Management
2. Create a New Project set up form SharePoint List
3. Track new projects and pending projects from sales
4. Create Workflows that automatically send SharePoint email notifications to operations for hand-offs
5. Create a Worklog SharePoint List for active projects assigned to Project Managers
6. Create Workflows that notify Senior Managers and Project Managers as they get assigned to be resources on the project
7. Let Project Managers and team members update the status of projects for the Project Dashboard

This walks you through a live demo of the HingePoint Work Log. It can be used to log and track projects for an entire company.

You can track and manage all your projects in two SharePoint list (database). One list is for New projects in Sales and once the project is approved it is moved to the second list for Active Projects in a Worklog.

See the full article with step-by-step instructions and screenshots here: https://www.hingepoint.com/sharepoint...

Learn More About Our Sharepoint Consulting Services:

Project Management
SharePoint For Project Management: Consulting & Solutions: https://www.hingepoint.com/sharepoint...
SharePoint Consulting Services: https://www.hingepoint.com/sharepoint/
Top 11 Reasons Use SharePoint for Project Management (PM): https://www.hingepoint.com/sharepoint...

Document Management
SharePoint Document Management (DMS) Consulting & Integration: https://www.hingepoint.com/sharepoint...
SharePoint Migration Services: https://www.hingepoint.com/sharepoint...
SharePoint Data Management and Analysis Consulting and Development Solutions: https://www.hingepoint.com/sharepoint...
Top 10 Reasons To Use SharePoint As A Document Management System: https://www.hingepoint.com/sharepoint...

Integrations
SharePoint + Power BI Dashboard Integrations For Data-Driven Decision Makers: https://www.hingepoint.com/sharepoint...
Sharepoint Integrations for Microsoft Teams and Microsoft Planner: https://www.hingepoint.com/sharepoint...

Hub Site
Intranet: Procore + SharePoint 2-Way File Sync: https://proconnector.hingepoint.com/f...

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About HingePoint:
HingePoint delivers cloud, mobile and analytics solutions for the construction and commercial real estate industry. Specializing in the systems that run business including Microsoft SharePoint, Office365, Salesforce, Procore, MS Dynamics, and Autodesk. Scale and grow profitably with Financial and Project analytics, document management, and workflow automation for field to office collaboration.

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