SharePoint Issue Tracking List Template Sample
Microsofts Issue tracker1 template in Office 365 and SharePoint is a useful tool even for strategic business management. Here`s how to keep an eye on issues of PEST analysis2 with sample data of the Microsoft Corporation.
How do I use Microsofts Issue tracker for business management?
Add a choice field for the factor to your issue tracking list
In Microsoft Lists Issue Tracking List Template, announced May 20203, you`ll missing the category field. With the old SharePoint Issue Tracking app, lastly updated August 20184, there was a field named Category. This field was recommended to be used for the factors of a PEST analysis.
So, first you need to Create a column, type Choice to your issue tracking list. Name it Factor and add choices from PEST analysis. Because there are more variants of PEST analysis enable Can add values manually.
Enable automatic notification of responsible persons
It was also some kind of a hidden feature that responsible persons got an email from the list, when they are assigned to an issue. This is not the same feature, as these persons add notifications for them self. Nether it is a push to responsible without their interaction. It was technically not supported in Microsofts old SharePoint to enable this feature to other SP lists.
Different today’s Microsofts Issue tracker template: just Create a rule to the issue list5, add pick the option A new item is created, and complete the rule by send email to Person or group the issue is assigned to.
Issue tracker sample data: PEST analysis of Microsoft Corporation
The following figures shows you Microsofts Issue tracker filled with some sample data6,7 of Microsoft Corporations PEST analysis itself.
SharePoint Issue Tracking or Issue Tracker Template from Microsoft is a good example how Microsoft Office is used for strategic business management. Even minimal internationals standards like ISO 9001:2015 asks you for a PEST Analysis8. Issue management is part of recommended SharePoint Configuration for Quality Management Systems.
Milestones of Microsofts Issue tracking software and online services
- 2018 August, Updates to List Templates including Issue Tracking List were published1
- 2020 May, Microsoft Lists was announced as smart information tracking app in Microsoft 3652
Links
- 1: https://support.microsoft.com/en-us/office/list-templates-in-microsoft-365-62f0e4cf-d55d-4f89-906f-4a34e036ded1
- 2: https://en.wikipedia.org/wiki/PEST_analysis
- 3: https://techcommunity.microsoft.com/t5/microsoft-365-blog/announcing-microsoft-lists-your-smart-information-tracking-app/ba-p/1372233
- 4: https://techcommunity.microsoft.com/t5/Microsoft-SharePoint-Blog/Updates-to-metadata-handling-and-list-templates/ba-p/202113
- 5: https://support.microsoft.com/en-us/office/create-a-rule-to-automate-a-list-151ea008-7fa6-409b-b0bd-b04a3b3cacd5
- 6: https://pestleanalysis.com/pest-analysis-of-microsoft/
- 7: https://www.mbaskool.com/pestle-analysis/companies/17999-microsoft.html
- 8: https://www.iso.org/standard/62085.html, "4.1 Understanding the organization and its context"