Unlocking SharePoint's Full Potential for Project Management

Efficient project management is the bedrock of successful enterprises, and SharePoint has become a go-to tool for many businesses using the Microsoft ecosystem. With its diverse capabilities, SharePoint is perfect for handling most project management needs. However, to unlock its full potential, integrating third-party applications tailored for specific tasks is often essential. In this article, we will look at how SharePoint becomes a real project management powerhouse when boosted with high-quality apps. ...

December 28, 2021 · 15 min · Maria Kosareva

Creating Reports Using SharePoint Lists

Reports from SharePoint lists Presentation is important for pretty much any data source – and SharePoint lists are no exception. Even if you have all of your SharePoint lists filled with interesting data, it would still be more or less useless unless you can present it in an understandable fashion. Especially when it comes to reports for higher-ups, you’ll most likely need dashboards, KPIs, gauges, and so on. Luckily enough, SharePoint does have a few reporting options that can be used in this scenario. It’s also possible to figure out that there are two basic approaches to a SharePoint list report here – to use an out-of-the-box solution, or to use a dedicated reporting solution. ...

December 8, 2021 · 6 min · Maria Kosareva

Embedding Chart in SharePoint. How to Display Excel Chart in SharePoint?

Charts are a great way to diversify the contents of your SharePoint site, they can be used to show a particular dynamic, highlight one of your advantages as a company, and much more than that. And adding charts in SharePoint is not particularly hard, either. In fact, there are several different ways of doing that when it comes to a SharePoint Online page. Two of the easiest ways to create a chart in SharePoint is to use a SharePoint’s own feature called “Quick chart”, and to use another feature called “File Viewer” to embed the file’s contents (a chart or a diagram, in our case) – in this particular scenario we’ll be using a “File Viewer” to display Excel chart in SharePoint. ...

December 6, 2021 · 7 min · Maria Kosareva

How To Approach Microsoft Teams Reporting? Microsoft Teams Reporting Dashboard.

Overview The introduction of Microsoft Teams to a wide audience has become a real breakthrough in terms of collaboration opportunities. Unfortunately, it’s not uncommon for the potential of Microsoft Teams to be suppressed by age-old problems, such as lack of knowledge, inactive Microsft Teams groups acting as a dead weight, and so on. Even though Microsoft Teams is a rather flexible platform, it can still become rather problematic to manage all of the different groups at once, especially when some of them are no longer active in the first place. There’s also the fact that some of the groups might just be temporary in the first place, and they’ll stay unused after their purpose is served. ...

November 23, 2021 · 15 min · Maria Kosareva

Top 10 Tools to Create Dashboard in SharePoint. How to Create Dashboard in SharePoint?

SharePoint has been around for a while now – and yet it is still one of the most important tools for many businesses and enterprises, offering all of the different capabilities of a web-based collaborative platform. SharePoint dashboards, for example, are pretty much unparalleled when it comes to the various tasks of centralized administration. The purpose of a SharePoint dashboard A dashboard in SharePoint allows companies to evaluate data from multiple sources in a form that is easy to understand and work with. The main purpose of a dashboard is to display KPIs, or Key Performance Indicators, which usually require locating and aggregating data in real-time from multiple sources. ...

November 14, 2021 · 10 min · Maria Kosareva

Virto Kanban Board On-Premise: Automated Bulk Actions

VirtoSoftware introduces the updated Kanban Board web part with brand-new features. What we have added and how you can apply this with maximum benefit — read in our new blog post! Kanban Board On-Premise for SharePoint keeps on increasing its productivity and provides more and more incredible features! We have just released the update of the Kanban Board web part. Now the web part provides two types of bulk actions with Kanban board tasks. Let’s start! ...

November 11, 2021 · 3 min · Maria Kosareva

Kanban Board App: Add Fields to a Custom List for Your Board

VirtoSoftware introduces the updated Virto Kanban Board App with new useful options. Take a look at what we have changed and how you can apply it. VirtoSoftware announces the update of the Virto Kanban Board App for Office 365 and MS Teams. We have been working on the process of creating boards from a custom list. As you know, you can create a new board from an existing list or create a quick board. When you create a quick board, the task list with all the required fields appears in the system automatically. But if you need to use an existing list, you can choose the appropriate one from the list picker. With a task list, everything is clear. Usually, a task list contains all the fields required for creating Kanban boards. But what if you do not have an appropriate list with all the required fields? For example, you don’t have enough time to spend on tuning the custom list and adding all the required fields. Or you might have a list with valuable data and would like to use it. But unfortunately, it has no fields required for a Kanban board. What do we do in such a situation? We provide a new feature for you! That’s why starting from the latest update, Kanban Board App for Office 365 has improved the logic of creating boards using existing lists. ...

November 3, 2021 · 3 min · Maria Kosareva

PPM Update: Project Constraint, Currency, and Date Format

VirtoSoftware updates Virto Portfolio Project Manager App for Office 365. Take a look at the updated online application and see the new features we’ve prepared for you. Virto Portfolio Project Manager (PPM) App for Office 365 is a special tool for managing SharePoint resources. PPM is open for customization and helps its users to plan and manage projects within SharePoint. Create projects, set roles, and define resources — the complete structure of existing work and working hours in a single app. ...

September 29, 2021 · 2 min · Maria Kosareva

Kanban Board Online App: Subtasks and Improved Swimlanes

VirtoSoftware has just released the update of the Kanban Board online app. Read in our article what we have changed and how to apply the new features. A couple of months ago, we have announced the update of the Virto Kanban Board On-Premise for SharePoint. The web part was improved and our users could try using subtasks for their boards. Today we are ready to represent subtasks for the Virto Kanban Board for Office 365 as well. Also, there are some changes to the interface which you might find quite useful. Let’s start and take a detailed look at the updated Kanban Board app. ...

September 24, 2021 · 4 min · Maria Kosareva

Virto Office 365 Kanban Board for Corporate Education

Virto Kanban Board has multiple scenarios to implement. This case study describes how you can apply it for managing corporate training. Why corporate education is important Every successful company needs to maintain a competitive edge and increase the potential of its employees. A certificate is not the only result the teams get after going through corporate education programs. They get a better chance to discover new opportunities for their company. And what is more, they know how to bring it to life. The necessity of corporate education is obvious. But how to organize the process for training coordinators efficiently? How to make it visual and easy to manage? Finally, how to minimize manual work and manage very similar tasks on a regular basis? ...

August 6, 2021 · 5 min · Maria Kosareva

Virto Alerts App for Microsoft 365: Reminders for Corporate Training Courses

Virto Alerts Online App allows sending reminders directly to MS Teams. In this use case, we’ll show how to organize reminders for upcoming training courses in the company. You will also see how to add tags and tables to the message body. Let’s see what’s the use case today. We have a SharePoint list with planned educational courses for the company employees. We need to notify them about upcoming courses so they could review their schedule and allow time for corporate education. And the reminder should appear in the MS Teams channel. We’ll use Virto Alerts Online App to do this. ...

August 5, 2021 · 3 min · Maria Kosareva

Virto Gantt Chart On-Premise for SharePoint: New Engine, Changed Style, and Filters

Updated Virto SharePoint Gantt Chart web part is ready for download and use. Take a look at what we have prepared for you! We have released the updated versions of the Virto SharePoint Gantt Chart web part for SharePoint! Now the web part works on the new engine and has a new style. Gantt Chart on TreeGrid Engine We have changed the engine the Gantt Chart worked on. Now the web part works on the TreeGrid engine which is the fastest Ajax grid for tables, grids, and charts. Now you can enjoy the new style of the Gantt Chart with all the features you are used to and improved performance. As in previous versions, you can drag-and-drop tasks to change tier duration and start/end date, change the timescale, set parent-child relations, indent\outdent tasks, and add milestones. For example, to change the timescale, use the zoom buttons above the chart. ...

July 30, 2021 · 2 min · Maria Kosareva