SharePoint Automation Project Template

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Streamline your SharePoint projects by automating repetitive tasks. This template guides you through identifying common tasks for automation, researching and selecting the right automation tools, and refining the automation process based on test results.

By following this template, SharePoint consultants can save time, reduce errors, and improve the consistency of their work across different projects.

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SharePoint Automation Project for Priority Matrix

SharePoint Automation Project in Priority Matrix

Automate repetitive SharePoint tasks to save time and reduce errors.

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Proposed Tasks

High Impact, Immediate Execution

  • Task 1: Identify Common Tasks for Automation
    ☐ Review past projects ☐ Identify repetitive tasks ☐ Make a list of tasks for automation
  • Task 2: Research Automation Tools
    ☐ Research available tools ☐ Compare tool capabilities ☐ Select the most suitable tool

High Impact, Long Term

  • Task 3: Learn to Use Selected Automation Tool
    ☐ Study tool documentation ☐ Complete tutorials ☐ Practice using the tool
  • Task 4: Test Automation Tool on a Small Task
    ☐ Select a small task ☐ Automate the task ☐ Test the automation
  • Task 8: Automate a Large Task
    ☐ Select a large task ☐ Automate the task ☐ Test the automation

Low Impact, Quick Execution

  • Task 5: Refine Automation Process Based on Test Results
    ☐ Analyze test results ☐ Identify areas for improvement ☐ Refine automation process
  • Task 6: Automate a Medium-Sized Task
    ☐ Select a medium-sized task ☐ Automate the task ☐ Test the automation
  • Task 7: Refine Automation Process Based on Test Results
    ☐ Analyze test results ☐ Identify areas for improvement ☐ Refine automation process
  • Task 9: Refine Automation Process Based on Test Results
    ☐ Analyze test results ☐ Identify areas for improvement ☐ Refine automation process

Low Priority / Maintenance Tasks

  • Task 10: Document the Automation Process
    ☐ Write a step-by-step guide ☐ Include screenshots and code snippets ☐ Share the documentation with the team