A Task is an activity that needs to be accomplished within a defined period of time or by a deadline.

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Gantt Chart - Project Task - Can Not Edit Item (Row)

I have created a Project Task List (aka the one with the Gantt Chart) and we are having a problem because no one can edit anything. I have reviewed all the permissions and I can't find anything wrong. ...
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3answers
2k views

Not receiving e-email notification when creating new tasks in a custom sequential workflow

I am setting the AssignedTo and SendEmailNotification properties for the SPWorkflowTaskProperties object, the task gets created and assigned correctly but no email is received. How can I check if ...
3
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1answer
667 views

Workflow and Associated Task Form Names

I have question regarding the InfoPath Forms that autogenerated by the Workflow Tasks. I was wondering if it is possible to give these forms more meaingful names. The current problem example: If I ...
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1answer
365 views

Universal Task List

I suspect I am over-complicating this issue. At least it seems like such an obvious need that I would expect an obvious, pre-existing solution. Specifically, we want the user to be able to ...
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1answer
1k views

Custom Workflow and Task Time Limits

I have created a custom workflow for an approval process. The workflow is designed to accomplish this task by using the “Collect data from user (Output to variable: collect)” action. I wish to assign ...
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2answers
138 views

Strategy Queston : how would you implement this calendaring use-case

At my organization there is a process that goes in to preparing for our Board of Director's Meetings that begins 6 weeks beforehand and involves about 9 different steps. We have a template document ...
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3answers
365 views

complete task by 4pm or else?

I've built a state machine workflow that has several tasks. If any of the tasks are not completed by 4pm I need to signify (email) the team(s). I guess I need some sort of event that fires at 4pm, ...
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2answers
9k views

Correct way to fix “This task is currently locked by a running workflow and cannot be edited”

I have a SharePoint 2010 workflow that creates a task. The task has custom form and custom code executed when the form is submitted. Inside the code I'm trying to set the Completed Status on the task ...
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1answer
193 views

Workflows with Custom Task Forms in InfoPath - More views in the same form

I'm following this article to create custom forms for workflow tasks. At one point the article says: If you are well versed with InfoPath 2010, you can create views in the same form for the ...
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2answers
2k views

SPD2010 Workflow “Collect Data From User” Activity + Multi User fields?

Creating a SPD 2010 workflow. Trying to do something that I think should be simple. Use a “Collect Data From a User” activity to collect 0 to many “people” that should be affiliated with a piece of ...
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1answer
2k views

Collecting approval from only one member of a group

Currently, I have an approval task process that assigns a task to an entire group. But only one member of the group has to approve, while it takes two to reject. I edited the task process completion ...
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1answer
519 views

Assign a task with due date on item creation

I have a discussion board which has a field called as Reviewer which is a person field. I want that whenever a reviewer is added to the discussion, a new task / reminder should get added with a due ...
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1answer
625 views

Canceling Workflow (Task Process) from Infopath

I have a workflow (in SP2010) Task Process that I need to be able to cancel. I had a parallel action in the "When the Task Process Is Running" that checked for Item deletion or a field change. Run ...
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1answer
433 views

Cannot assign task to user

I am attempting to create a task in my state machine workflow on SP2010. theTaskID = Guid.NewGuid(); theTask.AssignedTo = "domain\\dave.lozzi"; theTask.Title = "Application"; theTask.Description = ...
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2answers
2k views

sharepoint 2010, workflow, “start task process on current item with these user” action

I have created workflow. In the workflow I used the "start task process on current item with these user" action. my problem: the user do not receive any email/task notification. in the "edit task ...
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0answers
247 views

SharePoint Project Tasks - displaying gantt

I have a list with template of Project Tasks, I have a number of summary tasks and inside these a number of tasks. I'd like to create a page which displays the gantt view (as it is after I clicked ...
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1answer
291 views

sharepoint designer - collect data from task - date and time

I'm using sharePoint designer 2010, I have creted workflow. I used the task "Collect Data From User", and I defined field as "date and time" type. the user filling the task field and I can see the ...
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2answers
568 views

Suggestions for implementing relationships between two lists

Here is what I am trying to accomplish: I want a Sharepoint list(s) that can track received client calls and all follow-up attempts from our staff. What I initially envisioned this would look like ...
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0answers
1k views

How can I have a user attach a file to a workflow task?

I'm using sharepoint designer 2010, custom list. I have created workflow on that list. I need to enable the user to enclose a file to the workflow task: What kind of task I need to use? P.S. I'm ...
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0answers
40 views

How do you update the task message links?

I have a Form Library that a feedback workflow is attached to. The issue is, every task the gets generated, embeddes a link to the file for which the workflow is running. Problem is, since this is a ...
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2answers
361 views

add CC to sharepoint task

Is there any way to assign a person/group to be CC'd on a sharepoint task, so they get the same notifications as the assigned user? I have a custom workflow where I create tasks, and an administrator ...
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2answers
188 views

Help with workflow on SP2010 designer

This has been bugging me for sometime and now with a important deadline tonight i need to find a solution to my Workflow issues. I have 2 workflows i need to construct and through all my testing and ...
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1answer
515 views

How does the Microsoft.SharePoint.Portal.WebControls.SiteDocuments web part work?

Here is a link to the SiteDocuments web part: http://msdn.microsoft.com/en-us/library/ms544079%28v=office.12%29.aspx Here is a picture of it on MySites: http://i.stack.imgur.com/TVQqM.png I want to ...
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1answer
7k views

How to create Recurring Tasks?

I need to set reminders from a Task list to specific people without human intervention. I want reminders for updates every week from the list. Is it possible to do it without using Calendar? My ...
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3answers
341 views

how can i know Items in Tasks list viewed by user(something like “Last Viewed” and “Last Viewed By”)?

for every list-item in Lists we have two columns or fields by the name of "Modified" and "Modified By". you got the idea, i wanna have two columns or fields for Tasks List by the name of "Viewed" and ...
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1answer
902 views

SPD2010-WorkFlow - how to get people picker value from Task form

I have "Start Custom Task Process Action" and in task form fields I have a people picker. After task completed, I want to get selected user from people picker and use this value to send mail to this ...
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1answer
2k views

WorkFlow with SharePoint Designer 2010 - how to set value from current list item

How to set value from current list item to a field in a custom task? Is it possible? Thanks.
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1answer
2k views

Delete workflow task when item is deleted?

I've built a workflow with SPD 2010 that have some custom task process. Can I ensure the tasks related to the item are removed when the item is deleted ? [Edit] I just discovered that the tasks are ...
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1answer
510 views

Show the workflow tasks below the list item the workflow belongs to

I would like to see the workflow tasks related to a list item directly under the items itself. Is this possible (without using the sharepoint designer). We are using Sharepoint 2007.
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6answers
633 views

'projectTaskButtonAppName' is undefined when clicking List tab in Ribbon

I am getting the following Javascript error when clicking on the List tab in the SP2010 ribbon for a Project Task list that I have placed into a webpart on the default.aspx page: Webpage error ...
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2answers
947 views

Workflow cannot assign task to user in another Active Directory OU?

I'm trying to create a task, in a VS 2010 workflow, and assign it to one of our domain users. This guy's not a site collection user, but I'm assuming that he'll be added to Sharepoint automatically. ...
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0answers
163 views

Enterprise - External Task List - Connect to Outlook- setting Assigned To

I've got an External List coming from an External Content Type which has Office Item Type of "Task". It comes from an external system which has its own concept of a task, and I'm pulling them into ...
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1answer
700 views

Solution for periodic surveys

I have a list (Account Exec Distribution List) in SharePoint 2007 that provides the Client Name and the associated Account Exec (AE). The AE team would like to complete a survey of sorts that will ...
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93 views

Can I control the name of forms when using a custom task process in SharePoint Designer?

I use SPD 2010 to create a complex workflow. I use many custom task process to interact with the different users at different stages of the workflow. Each time I add a new custom task process in my ...
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1answer
566 views

How to make a sequential workflow automatically goto next task

I have a sequential workflow with an OnWorkflowActivated and three Create Tasks which are inside of a Sequence. Currently, after the OnWorkFlowActivated is called and done executing the code, it will ...
1
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1answer
155 views

Creating 'Task Ranks' depending on user

I need to create a column 'Task Ranks' - which ranks each task/item for a user. I need it to be of lowest unique value/integer from all active tasks for that user and to serially generate the next ...
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2answers
1k views

How can I display a message on a list item when within X days of a date?

I'm using SharePoint 2010 and I'd like to create a column in Task List that will display a message (not generate an email: just display a field text) such as "URGENT" or "Almost Due" when the date is ...
3
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2answers
594 views

Automatically change the Outcome of a Task [How To?]

Here is my situation: I am working on a workflow (in SharePoint Designer) that is triggered when a new task is created. In some cases, I need to automatically complete a task via my workflow. To ...
5
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1answer
7k views

Assign Tasks to multiple people with multiple completions

Sharepoint 2010. Question 1: I need to create a task that can be assigned to 1 or more people at the same time, but creates a separate tasks for each of the so that they would mark the task as ...
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5answers
2k views

Tasks Roll up across Farm, site collection

We have OOTB "task lists" in many sites used by the same set of users. We have a farm with "x" site collections and "x" sites with-in them without any changes to the default content type. We would ...
1
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1answer
690 views

How to add columns to the User Tasks Web Part?

I want to add some columns to the User Tasks Web Part. I use WSS 3.0. Is it possible to add them?