--- title: "How to Build a Project Management Dashboard in SharePoint" description: "How to build a project management dashboard in SharePoint — what to include, the web parts to use, step-by-step setup and examples for 2026." url: https://www.virtosoftware.com/pm/sharepoint-project-management-dashboard/ language: en-US last_modified: 2026-07-20T00:00:00+02:00 translations: de: https://www.virtosoftware.com/de/pm/sharepoint-project-management-dashboard/index.md --- # How to Build a Project Management Dashboard in SharePoint [by Sergi Sinyugin](https://www.virtosoftware.com/author/svirtosoftware-com/) Published: Jul 20, 2026 Latest update: Jul 20, 2026 Reading Time: 9 mins [Project Management](https://www.virtosoftware.com/pm/) [SharePoint](https://www.virtosoftware.com/sharepoint-guides/) A project management dashboard turns a scattered SharePoint project site into a single screen where tasks, progress, and deadlines all live together. This guide walks through what a PM dashboard should contain, how to build one from a SharePoint project site step by step using web parts, and how apps like [Virto Kanban](https://www.virtosoftware.com/microsoft-365/virto-kanban-board-app/), [Virto Charts & Data Visualization](https://www.virtosoftware.com/microsoft-teams/virto-charts-app/), and [Virto Calendar](https://www.virtosoftware.com/microsoft-365/virto-calendar-overlay-app/) add the board, reporting, and calendar views SharePoint lacks out of the box — plus how to surface the dashboard in Microsoft Teams. ## Quick Answer > You build a SharePoint project management dashboard from a project site: store your tasks and project data in SharePoint lists, then surface them on one page using web parts — a task board (Kanban), charts, and a calendar. Native web parts cover the basics; apps such as Virto Kanban, the free Virto Charts & Data Visualization App, and Virto Calendar add the visual board, reporting, and calendar views that SharePoint doesn’t provide natively. ## What Is a SharePoint Project Management Dashboard — and What to Include A project management dashboard is a single page that pulls together the most important signals about a project so a manager or team can see status at a glance, without clicking through separate lists, libraries, and sites. In SharePoint, that page lives on your project site and is assembled from web parts, each connected to the underlying data. A well-built dashboard usually surfaces the following building blocks: - **Task board (Kanban):** tasks grouped by status (To Do / In Progress / Done) so the team can see workload and flow at a glance. - **Charts and metrics:** tasks by status, tasks by assignee, completion and burndown, and workload distribution — the numbers that tell you whether the project is on track. - **Calendar:** deadlines, meetings, and milestones in a monthly or weekly view. - **Document access:** a link to, or view of, the project’s document library so files are one click away. - **Key links and quick actions:** shortcuts to add a task, open the project plan, or jump to related sites. ![Example layout of a SharePoint project management dashboard](https://www.virtosoftware.com/images/uploads/2026/07/sharepoint-pm-dashboard-layout-example.webp) *Pic. 1. Example layout of a SharePoint project management dashboard combining a task board, charts, and stats on one page.* ## How to Build a Project Management Dashboard in SharePoint, Step by Step Setting up a dashboard in SharePoint is a straightforward, repeatable process. The exact steps may vary slightly depending on your SharePoint version, but the sequence below applies to most modern SharePoint Online project sites. ### Step 1: Create (or open) your project site Start with a dedicated project site that will act as the home for all project data. If you don’t have one yet, [create a new SharePoint site](https://support.microsoft.com/en-US/SharePoint/sharepoint-training/create-a-team-or-communication-site) and choose a Team site, which comes with document libraries, lists, and page-building tools. Microsoft also offers a ready-made [SharePoint project management site template](https://support.microsoft.com/en-us/sharepoint/sites-in-sharepoint/use-the-sharepoint-project-management-site-template) that gives you a head start with pre-built components. ### Step 2: Store your project data in lists A dashboard is only as good as the data behind it. Create a SharePoint list to hold your tasks, with columns for status, assignee, priority, start date, due date, and any custom fields your project needs. Well-structured columns are what let your web parts filter, group, and chart the data later. Consider separate lists for tasks, milestones, and risks if your project is complex. ![SharePoint task list with status and assignee columns](https://www.virtosoftware.com/images/uploads/2026/07/sharepoint-task-list-columns.webp) *Pic. 2. A SharePoint task list with status, assignee, priority, and due-date columns — the data source for the dashboard.* ### Step 3: Create a dashboard page and add web parts On your project site, create a new page and add the [web parts](https://support.microsoft.com/en-US/SharePoint/web-parts-and-apps-in-sharepoint/using-web-parts-on-sharepoint-pages) that will make up the dashboard. Native SharePoint web parts you can start with include: - **List / List properties:** embed your task list directly, or a filtered view of it. - **Quick Chart:** display a simple bar or pie chart of task counts. - **Highlighted content:** surface recent documents or items matching a query. - **Quick links:** add shortcuts to the project plan, libraries, and related sites. Arrange these in a multi-column section so several views sit side by side on one screen. Native web parts cover the essentials, but they don’t include a drag-and-drop Kanban board or rich project analytics such as burndown and workload charts — which is where the next step comes in. ![Adding and arranging web parts on a SharePoint dashboard page](https://www.virtosoftware.com/images/uploads/2026/07/sharepoint-page-web-parts-layout.webp) *Pic. 3. Adding and arranging web parts on a SharePoint page to assemble the dashboard layout.* ### Step 4: Configure views and filters Tune each web part so it shows the right slice of data: filter the task list to the current sprint, group by status, or sort by due date. Configure your charts to count tasks by status or assignee. The goal is a page where every element answers a specific question — what’s in progress, what’s overdue, who’s overloaded — without further clicks. ## Building a Richer Dashboard with Virto Apps Native SharePoint web parts give you a functional dashboard, but the views project managers rely on most — an interactive board and visual analytics — aren’t part of the built-in toolkit. VirtoSoftware apps add these, all within your Microsoft 365 environment and reading straight from your SharePoint lists. ### Virto Kanban Board — the task board view The [Virto Kanban Board app](https://www.virtosoftware.com/microsoft-365/virto-kanban-board-app/) turns any SharePoint task list into an interactive board with drag-and-drop cards, swimlanes, color-coded labels, subtasks, WIP limits, and built-in charts. Cards read and write back to your SharePoint list, so the board and the underlying data always stay in sync. Placed on your dashboard, it becomes the live task-flow view of the project. If you’re weighing which task view fits your project, our [Gantt chart vs. Kanban board comparison](https://blog.virtosoftware.com/gantt-chart-vs-kanban-board/) breaks down when to use each. ![Virto Kanban Board with drag-and-drop cards and swimlanes](https://www.virtosoftware.com/images/uploads/2026/07/virto-kanban-board-sharepoint-tasks.webp) *Pic. 4. Virto Kanban Board displaying SharePoint tasks as drag-and-drop cards with swimlanes and status columns.* ### Virto Charts & Data Visualization — the reporting view The [Virto Charts & Data Visualization app](https://www.virtosoftware.com/microsoft-teams/virto-charts-app/) is a free tool that turns SharePoint list data into visual reports and dashboards inside Microsoft Teams and SharePoint. Build completion and burndown charts, track workload distribution and task-completion dynamics, and give stakeholders up-to-the-minute project insight — without exporting anything. It provides the analytics tiles of your dashboard, so status and progress are visible at a glance rather than buried in a list. ### Virto Calendar and alerts — deadlines and updates The [Virto Calendar app](https://www.virtosoftware.com/microsoft-365/virto-calendar-overlay-app/) overlays multiple calendars — task deadlines, meetings, and milestones — into one view you can embed on the dashboard, so time-based information sits alongside your board and charts. To keep the team informed of changes, the [Virto Alerts and Reminders app](https://www.virtosoftware.com/microsoft-365/virto-alerts-and-reminders-app/) can push email and Teams notifications when tasks or deadlines update. ![Virto Calendar overlaying project deadlines in monthly view](https://www.virtosoftware.com/images/uploads/2026/07/virto-calendar-project-deadlines-monthly.webp) *Pic. 5. Virto Calendar overlaying project deadlines and milestones in a monthly view.* **Build your SharePoint dashboard faster** *Add board, reporting, and calendar views to your project site in minutes.* [▶ Try Virto Kanban Board free for 30 days](https://appsource.microsoft.com/en-us/product/office/WA200007158) ## Show Your Project Dashboard in Microsoft Teams Because the dashboard lives on a SharePoint page, you can surface it inside Microsoft Teams so the team sees it where they already work. Add the SharePoint page — or the individual Virto Kanban, Charts, and Calendar views — as a tab in the relevant Teams channel. This keeps a single source of truth: updates made in Teams flow back to the same SharePoint lists. For a deeper look at running projects in Teams, see our full guide to [project management in Microsoft Teams](https://www.virtosoftware.com/pm/microsoft-teams-project-management/). ![SharePoint project dashboard pinned as a Teams channel tab](https://www.virtosoftware.com/images/uploads/2026/07/sharepoint-dashboard-teams-channel-tab.webp) *Pic. 6. The SharePoint project dashboard pinned as a tab inside a Microsoft Teams channel.* ## Dashboard Examples and Templates You don’t have to build every dashboard from scratch. Microsoft’s [SharePoint project management site template](https://support.microsoft.com/en-us/sharepoint/sites-in-sharepoint/use-the-sharepoint-project-management-site-template) ships with a pre-configured project home page you can adapt. From there, common dashboard patterns include: - **Agile / sprint dashboard:** a Kanban board grouped by sprint, a burndown chart, and a calendar of ceremonies. - **Status / reporting dashboard:** completion and workload charts front and center, with a task list and a document library link. - **Portfolio dashboard:** charts summarizing status across several projects, each linking to its own project site. To create a reusable template, build your ideal dashboard page once, then save the site as a template or copy the page for each new project. Virto Kanban also supports board templates so new projects start from a consistent layout. ## FAQ ### How do I create a project management dashboard in SharePoint? Create a project site, store your tasks in a SharePoint list, then build a page that surfaces them using web parts — a task board (Kanban), charts, and a calendar. Native web parts cover the basics; apps like Virto Kanban, the free Virto Charts & Data Visualization App, and Virto Calendar add the board, reporting, and calendar views SharePoint lacks natively. ### Does SharePoint have a built-in project dashboard? Not as a single ready-made feature. SharePoint gives you the ingredients — lists, pages, and web parts like List, Quick Chart, and Highlighted content — that you assemble into a dashboard. For interactive boards and richer analytics such as burndown and workload charts, you’ll typically add apps such as Virto Kanban and the Virto Charts & Data Visualization App. ### Can I show the SharePoint dashboard in Microsoft Teams? Yes. Add the SharePoint dashboard page, or individual Virto board, charts, and calendar views, as a tab in a Teams channel. Because everything reads from the same SharePoint lists, the Teams view and the SharePoint page stay in sync. See our [Microsoft Teams project management guide](https://www.virtosoftware.com/pm/microsoft-teams-project-management/) for details. ### Is there a free trial for the Virto apps? Yes. Virto Kanban Board and Virto Calendar each offer a free 30-day trial from Microsoft Marketplace, and the Virto Charts & Data Visualization App is free — so you can build and test a full dashboard before committing. You can start with the [Virto Kanban Board app](https://appsource.microsoft.com/en-us/product/office/WA200007158). **Questions on building your dashboard?** *Our team is ready to help you set it up.* [▶ Book a consultation](https://virtosoftware.pipedrive.com/scheduler/82Q9zOt0/book-a-meeting) ## Conclusion A SharePoint project management dashboard doesn’t require a separate platform — it’s a project site plus the right web parts, arranged so status, progress, and deadlines all live on one screen. Start with native lists and web parts for the foundation, then add [Virto Kanban](https://www.virtosoftware.com/microsoft-365/virto-kanban-board-app/), the free [Virto Charts & Data Visualization App](https://www.virtosoftware.com/microsoft-teams/virto-charts-app/), and [Virto Calendar](https://www.virtosoftware.com/microsoft-365/virto-calendar-overlay-app/) for the board, reporting, and calendar views that make a dashboard genuinely useful. Surface it in Teams, save it as a template, and every new project starts with clear visibility from day one. [Sergi Sinyugin](https://www.virtosoftware.com/author/svirtosoftware-com/)