One of the things that I’m waiting on for clients here is the availability of Project Online. In the meantime I have been been playing with the inbuilt Tasks in SharePoint 2013, and I gotta say they are HUGE improvement. Here’s some reasons why.

If you go into a Tasks area of SharePoint Online you’ll see something like that shown above by default. If we now add some tasks by clicking the new task hyperlink we’ll see:

Once we add the basic information we press Save.

You should now see a single task listed. But if you now select the ellipse (the three dots to the right of the task name) you get a flyout, as shown above, that gives more information about the task (like how many days till it is due).

Along the bottom you’ll also find a menu, which if you select Create Subtask, will:

switch you into data sheet mode allowing to enter tasks like you would in a spreadsheet.

as you complete the first additional task SharePoint will prompt you that it is automatically adding this task to the timeline above. You’ll need to do any others manually after the task has been created.

Let’s say the we continue on and create a third task and then switch back to the All Tasks view like shown above. In doing so we find that Task 3 has been created as a subtask of Task 1. We want Task 3 to be at the same level as Task 1 (i.e. not a subtask).

No problems, simply select the task by selecting the left most column for that task, the ribbon menu will then appear. In the middle of the ribbon is the Outdent button. Selecting this will move Task 3 to the same level as Task 1. Brilliant!

You’ll also notice that when there is task that is past its due date and not complete it automatically turns red as shown above for the Preparation task.

You’ll also notice that I have placed all the tasks on the time line at the top of the page, which you can do from the Ribbon Menu.

If I now click on the overdue task (Preparation) on the timeline at the top you’ll see a flyout appear as shown. Again, note that the days due is red since it is overdue. You will also notice that the Ribbon Menu is displayed.

At the left of the Ribbon Menu you will find a number of formatting buttons (Bold, Italic, UnderLine, Fill, Font colour etc). You can use these to change the way the item on the time line appears like so:

So here I have customized every task on the timeline expect the last one so you can see the difference.

You’ll notice that because Task 1 (in purple) over laps Task 2 (in green) the time line has two rows. If you select Task 1 (in purple) the Ribbon Menu appears and

selecting the button Display as Callout that tasks moves to an item outside the timeline as shown above.

I can once again edit the formatting of this task to increase the font size and so on as before.

Even better that than, I can now drag and drop that task anywhere on the screen if things are becoming cluttered. To demonstrate, in the above screen shot I have dragged the task to the lower right. When I do that the page automatically formats to make room. How cool is that?

So if you have lots and lots of tasks you can have some on the timeline and some as callouts which you can then position all over the page so you can easily see them all.

One of great new features of SharePoint 2013 is eDiscovery. eDiscovery is the process of discovering (locating) electronically stored information that is relevant to litigation, audits and investigations. With SharePoint Online (Plan 2) this comes already configured. For more information about eDiscovery in SharePoint 2013 start here:

http://technet.microsoft.com/en-us/library/fp161516.aspx

However, I’ll at least show you how to get started with SharePoint Online in this post.

The first steps with eDiscovery in SharePoint Online are to create a seperate eDiscovery site collection. To do that, login to the Office 365 portal as an administrator and select SharePoint from the Admin menu in the top right as shown above.

You should now see all the site collections you have configured for your tenant.

In the top left select the New button and then private Site Collection from the menu that appears.

Give the site a meaningful name (here eDiscovery) and URL (here eDiscover). and then select the Enterprise tab in the Template Selection area. In there you should find an option eDiscovery Center, select this.

Complete the remaining information for the site and press the OK button to create the site.

After a few minutes the site will be created and you can browse to it. When you do you should see something like the above. To get started press the Create new case button on the right.

You’ll now be prompted to create a new site. Thus, for each ‘eDiscovery case’ there will be a unique subsite below the eDiscovery home site.

Give the new case site a name and URL as shown above. The only site template option you have is eDiscovery.

Scroll down for more options.

Complete the remaining options and press the Create button.

You should now see the new case site as shown above.

The next step is to configure the eDiscovery Sets for this case (i.e. where to look for information).

Press the new item hyperlink underneath the eDiscovery Sets at the top of the screen.

In the eDiscovery Set you need to give it a name and then select the Add & Manage Sources hyperlink next to Sources.

Here you can select both Exchange mailboxes and SharePoint sites to search through.

Add the desired locations and press the OK button to save.

Once you have defined the sources to search through you need to create a query for these locations, and you can have multiple queries if you want. To create a new query select the new item hyperlink just under the Queries heading on the case home page.

You can give the query a name and then enter in the terms you wish to search for as shown above. if you press the Search button on the right hand side you will see the results below, again as shown above.