Session
Creating a Project Roll Up using SharePoint and the PnP Search Web Part
Managing tasks in context supports fast collaboration within teams but introduces the challenge of centralized oversight across all tasks for a project manager. Creating a project roll up used to be a time-consuming process with enterprise-level tools like MS Project or integration with other 3rd party applications. Now with Microsoft 365, you can combine tools to automate this process and create an integrated dashboard for project manager or executive visibility while still supporting individual project management in context of where people are working.
In this session we will explore the use case of decentralized task management with a centralized roll-up of tasks for a project manager. We will be leveraging Site Templates, Site Scripts, Power Automate, and the PnP Modern Search Web Parts. We will create projects sites, connect sites to a hub and leverage search to centralize the tasks. At the end of this session, you will have an understanding of how to use different tools in the M365 suite to create you own task management dashboard with little to no code.
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