The task manager that lives in your SharePoint

A member's home: what needs attention today. A greeting with today's numbers, KPI cards (Overdue, Due today, Next 7 days, Assigned to me, At risk — each jumps to that Tasks view), a 7-day strip with due counts, and the AI focus plan ("Your focus for today") ordered by due date, priority, risk, what others wait for and available hours, each line saying why it is next. Below: Overdue, Due today and Next 7 days with one-click complete, plus reminders, projects with progress, recently done work and items the member asked others for.

The master list. Eleven built-in views — Assigned to me, Due today, Next 7 days, Overdue, I requested, Watching, Unassigned, At risk, Waiting, All active, Recently completed — plus saved personal and shared views (a shared one, Sprint focus, is marked with a star). Text search, filters (status, kind, priority, project, category, team, assignee, tags, due, risk, milestones, subtasks), sorting, grouping (status, project, assignee, priority, due) and bulk change (status, priority, project, assignee, shift dates, add tag, delete). The table offers 21 columns; headers drag to reorder and edges drag to resize, remembered per browser. Everything exports to Excel or PDF.

Everything about one piece of work. The header has Back, the task number, Mark complete / Reopen, Watch / Stop watching and a menu (Copy link, Duplicate, Create follow-up, Save as template, Delete). Status chips show status, due, risk, approval state, milestone, recurrence and tags. Key facts, an inline-edited description with @mentions, a checklist (recording who ticked what), subtasks, dependencies (waits for / blocks, with loop detection), attachments, an AI panel with a conversation summary, and Conversation / History / Time tabs. The sidebar holds collaborators, watchers, dates, section, category, team, progress, estimate, tags, custom fields, personal Remind me and calendar links.

Two speeds for creating work. New task starts from a template, parses the title typed in plain words, and offers suggestions learned from your own tasks (category, team, assignee, priority, project with confidence), a duplicate warning with links, recurrence, start/due, estimate, collaborators, watchers, checklist, custom fields and attachments. Quick add (press q anywhere) takes one task per line in plain words — dates, times, people, priority, tags, project, estimate and repeats are recognised and shown as chips before creating.

Kanban by status — or, inside a project with sections, by that project's sections. Drag and drop changes status (order is kept), with WIP limits per status, quick add per column, and only-mine / show-done filters. Cards show project, title, number, due chip, checklist progress, risk and assignee; a red edge marks high priority.

A month view of due dates with holidays and weekends marked. Drag a task to another day to re-date it (time kept; start shifts to stay before due); double-click an empty day to add a task due that day. Crowded days expand with +N more.

Gantt bars by project with milestones, dependency arrows (red when a task starts before what it waits for ends) and the critical path. Drag a bar to move start and due together; drag its right edge to change the due date — tasks waiting on it move along. Day/week/month zoom, today line, and double-click to open.

Cards with health (On track / At risk / Off track), progress, overdue and at-risk counts, owners and end dates — here Website Relaunch is At risk, Q4 Finance Close Off track, Mobile App v2 On track. Each project page has Overview (KPIs, status this week, burndown, by-status chart, milestones, time against budget), Tasks grouped by section, Board, Timeline, Calendar, a sections editor and connections. Managers create projects empty or from project templates (sections, scheduled tasks with dependencies and milestones), and can draft the weekly report with Write a status update with AI.

Hours of work left per person against their capacity for 1–4 weeks, with out-of-office, overdue counts and drill-down to each person's tasks. AI rebalancing suggestions move work from overloaded people to teammates with room and matching skills in one click; unassigned work gets a load-aware assign menu.

The executive overview: KPIs with change against the previous period (open, overdue, due soon, unassigned, at risk, created, completed, on-time %, days to finish), plain-language highlights that jump to the right list, created-vs-completed, workload by person, project health, overdue / due-soon / recently-completed lists, open by status, priority and category, age of open work, on-time by priority, most completed and time by person and project. Filter by 7 / 30 / 90 days, project and team; export everything.

Eighteen reports sharing one pattern: pick from the left list, set period / project / team / person / category, read the summary numbers, the chart and the sortable table (click any header), then export to Excel or PDF. Groups cover tasks (register, open, overdue, due in 14 days, unassigned, at risk, age), delivery (completed, on-time, weekly trend, requests, approvals), people and projects (workload, performance, project status, by category) and time (logged, by project and person).

The in-app bell (real time) plus email from your mailbox once the email flow exists. Automatic reminders cover due-soon, overdue (repeating, then escalating to team leads and the project owner), starts-today, pending approval, unassigned, no-progress and still-waiting — each with first delay, repeat, maximum and working-time counting. A daily digest summarises overdue, due today, starting, approvals and at-risk items (managers get a Monday team summary). Personal Remind me on any task supports snooze; the Reminders page keeps Upcoming / Sent / Dismissed tabs.

Categories can require approval by a named person, the requester's manager (from the directory) or the project owner. Approvers decide with a comment on the task or on the Approvals page; requesters are notified and the decision is logged to history.

People who are not members get a home page with request tiles per category, a request form (category, details, needed-by date, custom fields, attachments), My tasks (requested, assigned, watching, closed) and approvals waiting for them. Guests follow progress and comment on their own requests, and can open tasks assigned to them or they watch.

Built in, in the browser — nothing leaves SharePoint: quick add, suggestions, duplicate warnings, per-task risk scores with at-risk alerts, the daily focus plan, rebalancing, meeting notes → tasks, smart triage of unsorted work (optionally automatic above a confidence you choose) and conversation summaries. With your own Azure OpenAI deployment through the AI flow: summarise, subtasks, descriptions, status updates, action items and Ask AI about your work.

People from Microsoft Entra ID and devices from Intune (or Entra ID) sync into SharePoint: Sync now in the browser plus a generated daily flow using your app registration. The Devices page shows compliance, last check-in, OS, model, user and export; the directory mirrors department, title and manager. One task per non-compliant or stale device is raised automatically (here TM-123 for LT-107), members' details follow the directory, and offboarding hands a leaver's open tasks to their manager or team lead.

The layout fills the window and scrolls inside its own panels; grids add columns as the screen widens and stack on tablets and phones, where the menu becomes a drawer. The same tasks, board, calendar and approvals work one-handed.

The first time a site owner (Manage Lists permission) opens the page, a five-step wizard shows the 26 lists it will create (prefix TM_) and checks permissions; asks for organisation name, task number prefix, time zone, headline, brand colour and working hours; adds other admins, managers and members; optionally adds starter content (teams, categories, task and project templates, automations, a Getting started project), chooses features, turns on email and secures the lists. Safe to re-run — it continues where it stopped.

General covers organisation & look, features, workflow rules, email sender, maintenance and availability. People & roles manages members, roles, availability and seats (saving a member puts them in the matching SharePoint group). Teams share incoming work with Load-balanced, Round-robin, Smart or Manual strategies, out-of-office delegates and per-person active-task caps. Working hours (week plus holidays) drives due dates, reminders and risk. Statuses are the board columns with WIP limits; Priorities carry default due-in days; Categories define kinds of request with teams, checklists and approvals; Extra fields add custom Text/Note/Number/Date/Choice/Boolean per category or project.

Task and project templates (like New laptop with its three subtasks, or Product launch) start work pre-filed. Automations fire on created, status changed, assigned, completed, commented, due soon and overdue, with all/any conditions, setting teams (by strategy), assignees, fields, dates, tags, checklist items, subtasks, comments, watchers and notifications. Announcements pin banners for everyone or members inside a time window.

Emails offers an editable template per event (18 on here, of 23), header/footer/logo styling, live preview with sample data and Send a test to me, plus sending setup and recent-delivery health. Reminders & daily digest sets first delay, repeat, maximum and working-time counting per rule, digest time and the queue view. Integrations connects Planner (two-way sync), Azure DevOps (create, link, import with WIQL), Teams channel posts and Outlook files — each with Check that it works. People & devices sync runs Graph sync now or daily; AI assistant configures suggestions, risk, summaries and the optional Azure OpenAI deployment (the key lives only in the flow).

Private requests (guest privacy) makes SharePoint itself show guests only their own items. System health & access validates and repairs lists and re-applies security. Licence shows the plan, trial countdown, seats in use and activation. Members get their own view too: Availability and preferences under the avatar (out-of-office, delegate, capacity, skills).