In this article, we are going to learn some new concepts on our Task list in SharePoint.
In our previous article on Task Management in SharePoint Part One ,we learn some basic stuff that we can perform on our task list.
The previous article overviews at a glance-
- What is Task List in SharePoint?
- How to create a Task List in SharePoint?
- Insert some task (item) Task List in SharePoint.
In this second article of Task Management, we are going to do some very cool stuff.
So, here we start.
Let’s first add some more tasks to our Task List like below-
Now the first question come into our mind that what is the benefit of this information stored in this list and how we can be beneficial by this.
The answer is as below-
Manage Tasks in Task list-
Before going further first change the view of task list as per our need. There are several predefined views for Task List like Calendar, Completed, Gantt chart, Late Tasks, etc.
So here we are creating our own view .Click on Modify this View and select the columns that we want to show by default for our list.
So now our task list look like this
This is slightly different from our previous view.
Don’t worry we are on right path. This will be more exciting in just a minute.
First, we understand each and every column of this view. We start from beginning to end.
Column 1: Completed
If we hover over on the first column first row it shows the above information means if we click the checkbox that means this task has been completed. See below Images for more clear understanding
Instantly when we click on check box it marked as completed and this entry moves at bottom position in the list.
Column 2 & 3: Start Date and Due Date
These columns show the starting date of the task (i.e. when a task is assigned) and due date we can say that this is the end date when we have to complete the task to the deadline date respectively.
Column 4: Assigned To
As the name suggest, this is used to assign a task to a user or a group of users.
Column 5, 6 & 7:
% Complete: This field is used to show the percentage of completion of the task. This is a manual field means we have to enter values manually.
Priority: This column contains the importance of the task. By default, it contains 3 values.
It contains the status of task or we can say that at which stage is task right now.
Note: If we have a good understanding of Site Columns and Content Types we can do a lot with SharePoint lists. For example, if we want to add some predefined values to our list then we can create our own content type.
Now have a look at item level activities.
Just click on an item in the list as figured below and look into the ribbon for different action
The buttons in the ribbon are shown under the Tasks tab.Some of the actions we know already if we have some basic understanding in SharePoint(like New Item,View Item,Edit Item,Shared With, Delete Item).
Let’s discuss other buttons in tab
Insert: If we click an item in the list then Tasks tab is enabled and when we click the Insert button it insert an item in the list just before the current selection.
Note: Don’t confuse with the item word, it is used for a task in the Task List.
Outdent and Indent: In simple words we can say that these two buttons are used to work with the main task and subtask. Let’s take our list example.
Every task in our list is treated as the main task or the separate task. When we click on Task 2 and then we click on Indent button it becomes the subtask of Task 1
And when we click on Outdent it reverts the subtask to the main task.
Move Up and Move Down: These two buttons are used to move the task upward to downward and vice versa in the list. Just notice the positions of tasks in the list.
Outline: It is basically used to hide and show the subtask of the main task.
Add to TimeLine: This feature is used to show a task in the timeline (discuss in more details in upcoming article).
Attach File:Used to attach a task specific document to any task in the list.
Alert Me: This is basically used for mailing purpose or we can say that this is used to send an alert to specific user(s) at some action performed at the task(s).We will discuss its use in next article.
Workflows: Used for workflow purpose.
Summary: In this article we learn something new about the task(s) in our task list. Task list make it easier to manage our Project related activities or task specific activities in our organization. In this way, we can arrange our task as per our need.
Please have a look at our Part One article of this series.
Alert! Your suggestions and questions are always welcome.
Thanks for reading this!
Hope you like it.