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• Product description

If working with SharePoint collaboration portals, numerous task lists exists in the various areas of work, scattered on various websites and pages of a site collection. So you can quickly lose the overview with your tasks!



Fig.: The Enhanced SharePoint User Tasks Web Part by Layer2 rollup tasks from different task lists of the current site collection.

With the Enhanced SharePoint User Tasks Web Part by Layer2 you can rollup these tasks from various lists of the site collection together, with very flexible display according to different criteria and clearly present - like in Outlook:

• Fexible data source: Tasks can be aggregated from the whole site collection, from the current site or from all sites below the current site.
• Support for various list types: Other SharePoint list types, e.g. issues etc. can be added to the query by ID. 
• Filtering: Tasks can be filtered for not started, in progress, waiting for, delayed etc. 
• Sorting: Tasks can be sorted by priority, due date, title etc. ascending or descending.
• Fields: You can choose specific fields to display, e.g. Link to source list, document link etc.  
• User: The user or group whos tasks should be shown can be selected. By default tasks of the current user are shown. All user tasks can be also displayed.
• Data amount: The amount of task items can be limited to a given value.

The web part comes with an robust installer to allow it to be easily deployed within any SharePoint environment. It is available for WSS 3.0 / MOSS 2007 and Microsoft SharePoint Foundation 2010 / Microsoft SharePoint Server 2010.

• General FAQs with information about licensing, activation, installation, deinstallation and how to buy
• Product-specific information about why we made it, possible problems, known limitations, planned features for next versions etc.

INSTALLATION

The installation is done using a SharePoint Solution Package. The included wizard distributes all files to a SharePoint farm, if required, and does all necessary configurations. Before installation

• please make sure, that all servers are available online
• backup your current installation
• approve software on evaluation systems bevor installing in productive system
• use a regular service interval to install the solution 

The application will not be available for a short time, because the application pool is restarted (IISreset). Start the installation process by executing the file "Install.Layer2.EnhancedUserTasks.exe" on the server, that hosts the SharePoint Central Administration with appropriate access rights.

Fig.: Start of installation and deployment of the web part

Now, as a next step, the considerations for the installation are being checked. 

Fig.: Checking of considerations for the installation process

If there are any problems, please take a look at our FAQs (General FAQ, Installation). After successful installation please select the desired web applications for deployment of the new feature.

Fig.: Deployment of the new feature to the selected web applications only 

This installation step can take up to 15 min.

 FEATURE ACTIVATION

After successful deployment there is a new site collection feature available in all site collections of the selected web applications. To use the new web part, the feature „Enhanced SharePoint User Tasks Web Part by Layer2“ has to be activated on Site Collection level by a Site Collection Administrator. That has to be done in Web Site Settings > Site Collection Administration under Site Collection Features.

After activation the web part can be used and added to a web part page.

ADDING THE WEB PART

The web part can be placed by choosing "Edit Mode" for the desired page.

You'll find all web parts by Layer2 in the group "Layer2". First select the web part from the list and then click "Add".

If there are open tasks for the currently logged on user, this tasks will be displayed now by default. If change some settings you can go to configuration.

CONFIGURATION

To configure a web part please choose "Modify Shared Web Part" in the edit menu:

Fig.: Preparation to configure the Enhanced SharePoint User Tasks Web Part

The web part has the following configuration settings available:

Fig.: Configuration settings of the Enhanced SharePoint User Tasks Web Part

It's possible to filter the displayed tasks by status. Finished tasks are never shown in this list. Additional columns can be shown, e.g.

• Hyperlink to item (workflow document),
• hyperlink to list (icon linked to the source list of the item)
• Priority of the tasks

By default a maximum of 5 item entries is shown. It can be increased up to 1000 items.

Other task-oriented SharePoint list types, e.g. issues, can be added to the query by list ID. Please separate by comma, e.g. "107, 1010".

List Id List Description
100 Generic list
101 Document library
102 Survey
103 Links list
104 Announcements list
105 Contacts list
106 Events list
107 Tasks list
108 Discussion board
109 Picture library
110 Data sources
111 Site template gallery
112 User Information list
113 Web Part gallery
114 List template gallery
115 XML Form library
116 Master pages gallery
117 No-Code Workflows
118 Custom Workflow Process
119 Wiki Page library
120 Custom grid for a list
130 Data Connection library
140 Workflow History
150 Gantt Tasks list
200 Meeting Series list
201 Meeting Agenda list
202 Meeting Attendees list
204 Meeting Decisions list
207 Meeting Objectives list
210 Meeting text box
211 Meeting Things To Bring list
212 Meeting Workspace Pages list
301 Blog Posts list
302 Blog Comments list
303 Blog Categories list
1100 Issue tracking
1200 Administrator tasks list

Sorting can be set to different columns:

• by due date of the task
• by task title
• by priority

All sorting can be done ascending or descending.

The user or group, that tasks should be displayed, can be chosen with the SharePoint people picker. If no user is selected, tasks of the currently logged on user are shown. If enabled, all user tasks can be shown.

You can see the results of modified settings without leaving this dialogue by clicking "Apply". To finish the configuration with save, please click "OK". The configuration of the web part is now finished.

LANGUAGES

The feature / web part is currently available in German and English language. If used in other language context, the English language is applied by default. Requests for other languages please send to sales@layer2.de.

UNINSTALL

To completely uninstall the solution, go these steps to the other direction. Please first deactivate the feature „Enhanced SharePoint User Tasks Web Part von Layer2“ on site collection level. Then start the installation wizard and choose "Remove". All installed files will be removed.

Fig.: Remove the Enhanced SharePoint User Tasks Web Part