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:
- Task #
- Task Description
- Predecessor Tasks.
A screen shot of the subtasks underneath “1. Obtain Site Information” is below.
This is the standard irrigation task list that we will use in subsequent posts.