Task List Templates in Service Delivery

We will use the QuickBooks’ “Sample Larry’s Landscape & Garden Supply” to illustrate setting up a SharePoint Task template to ensure service delivery consistency and quality.  Using multiple posts, we will use this template from bidding through to job/project completion.

Let’s assume that Larry’s provides irrigation planning and installation services. The scope, elapsed time, and pricing for each project is going to vary due to differences in a client’s lot characteristics.  So Larry’s has set up a standard set of tasks using a SharePoint’s Task List for bidding and undertaking such projects.  This list is on the Larry’s SharePoint Service & Delivery subsite underneath the main site.

A screen shot of the 8 steps that make up the irrigation planning phase for such a project is shown below.  There are 4 columns:

  1. Task #
  2. Title
  3. Task Description
  4. Predecessor Tasks.

Irrig Task Overview

A screen shot of the subtasks underneath “1. Obtain Site Information” is below.

Irrigation Design Tasks Detail view

This is the standard irrigation task list that we will use in subsequent posts.

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