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

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9
votes
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 ...
5
votes
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, ...
5
votes
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 ...
5
votes
1answer
779 views

Show More by Default

I am using Sharepoint 2013 and I have a custom contentype inherted from task. Because there there are to many fields, by default there is a Show More option to show all the fields. Is there a way ...
5
votes
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 ...
4
votes
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 ...
4
votes
1answer
429 views

How to alter SP2013 workflow task from an ASP task form?

I have created SPD workflow with a custom ASP form. My form opens when clicking on a task link and I can show information about the task. Now I want to alter the task after pressing a button, but ...
3
votes
3answers
5k views

List with hierarchy

I want to create a list with tasks, subtasks of these tasks, etc. It should also be possible to add new tasks to a specific level in the hierarchy. The only thing I could find is the Managed Metadata ...
3
votes
1answer
503 views

How to set start and end date in Timeline webpart in SharePoint 2013?

So here is the scenario. I want to "hijack" the Timeline webpart used for project sites in SP2013 and set a fixed start and end date. There is an option to lock the timeline in it's current state in ...
3
votes
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 ...
3
votes
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 ...
3
votes
1answer
404 views

Gantt Chart in SharePoint— Timeline view disappears

The first time I load the page, the timeline view of tasks appears no problem. However, when I start to add an item, scroll along the timeline, or otherwise take an action on the page, the timeline ...
3
votes
4answers
1k views

Show all tasks from user

How can I make a list with all Tasks? It is possible to use the MyTasks webpart, this is after changing a list of all task within the sitecollection. But i want a list of all tasks of multiple ...
3
votes
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 ...
2
votes
2answers
180 views

How does SharePoint store tasks?

I am not very well versed in storage (databases), but how does SharePoint save tasks for multiple people? I understand excel and some Matlab. (note: vertical bars denote row changes) For example, if ...
2
votes
4answers
4k views

“Send email when ownership is assigned?” Due Date functionality

I'm writing a blog article about the above feature (under lists' Advanced settings) and I'm finding it goshdarn hard to find a definitive reference on the subject. In short, I've heard passing ...
2
votes
4answers
4k views

Design Workflow that Emails People in Assigned To (Except for Created By)

We have a custom list that tracks work tasks in our department; we track our own work and use it to assign work/tasks to other colleagues. I have a people/groups column called AssignedTo and need a ...
2
votes
3answers
2k views

Can I create a “next due date” field for recurring tasks with no coding?

We've got a task list of recurring reporting jobs. For instance, a security report that's generated daily, weekly stats from three different individuals, semi-annual rollups of data. Our task list, ...
2
votes
2answers
676 views

Check if task has already been submitted on opening InfoPath task form and switching view to reflect so

I am trying to make my custom task form (of Visual Studio Sequential Workflow) to switch view to "Submitted" in case someone has already submitted this task before, since this task could be assigned ...
2
votes
1answer
107 views

SP 2013 My Site - Tasks - Page can't be displayed

On a SP 2013 My Site on 2 different environments we see the same behavior, that the page /personal/useraccountname/AllTasks.aspx could not be found. Has anybody come across this issue before or do ...
2
votes
1answer
36 views

Webpart won't show tasks related to the list item

I have a 'Complaints' task webpart that's displayed under a (list) display form. The tasks are created by a workflow, when a complaint is created. I can get all of the tasks to appear in the webpart, ...
2
votes
1answer
50 views

Send an Email after several Tasks are done

Like the title says: I'd like to send an email after three tasks are done. All in Sharepoint Designer 2010. I can't figure it out myself and Google didn't really help. EDIT: Ehm maybe I wansn't clear ...
2
votes
1answer
260 views

Can I set my own subject in the task notification email

I have created a workflow which is creating tasks and sets the body, subject and assigned to some user or group. SharePoint is adding some extra text to my subject. This is the text: "has been ...
2
votes
1answer
657 views

Overdue task email notifications out of the box?

I've created a simple SharePoint 2010 Designer workflow that starts the approval process on a document library. It assigns workflow tasks to users just fine and e-mails the initiator when the workflow ...
2
votes
3answers
2k views

Randomly: Item does not exist. It may have been deleted by another user

I have a rather curious issue with some workflow tasks. My (state machine) workflow creates a handful of tasks while running. Users interact with the tasks to move the workflow between its states. ...
2
votes
2answers
1k views

Color Code Due Date for All Tasks?

I am trying to format a Tasks list in SharePoint 2010 using Sharepoint Designer using the following settings under conditional formatting. Field > Due Date = Less Than > Value = Current Date ...
2
votes
1answer
443 views

Special Permissions on task

I'm having a problem with 'SpecialPermissions' its underlined in red (last line of code) Error 1 'Microsoft.SharePoint.Workflow.SPWorkflowTaskProperties' does not contain a definition for ...
2
votes
1answer
624 views

Linking Approval Tasks on List Items with SharePoint Designer Workflows

I have a simple approval process that I built with SharePoint Designer 2010. It starts by assigning a task to the user. The user simply approves and rejects the task. Based on the status an email ...
2
votes
1answer
366 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 ...
2
votes
2answers
20 views

Prevent user from re-visit approval form. SharePoint 2010 Workflow

I created a custom Visual Studio Workflow. It works fine and is a simple approval workflow. There is a Workflow Task associated to a dynamic user and the user musst approve or reject it. The Problem ...
2
votes
0answers
123 views

Linked Data Source problems

I have some few questions regarding how to make Linked Data Sources work. Is there a way to have the column headers be able to sort by ascending or descending (this is not too important but is ...
2
votes
0answers
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 ...
1
vote
2answers
1k views

Prevent Deletion of Task List Item Created in SharePoint Designer Workflow Approval Task

When you create an Approval Process using SharePoint Designer, the tasks that are created allow the user to edit (Approve, Reject, Reassign, etc) but also allow them to delete the task. How can you ...
1
vote
2answers
9k views

Set the due date on a task at time of creation using Sharepoint Designer?

We are creating tasks in a workflow but we cannot find a way of setting the due date in the same workflow. We resorted to adding a workflow to the task list that adds the due date on item creation. ...
1
vote
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 ...
1
vote
1answer
422 views

Correct Way to Reassign Workflow Tasks in Visual Studio WF

What is the correct way to programmatically reassign a task to another individual in a SharePoint 2010 custom workflow? We do not want to simply change the person to whom the task is assigned although ...
1
vote
3answers
2k views

How to programmatically restart a workflow

I have a workflow linked to my list. Is there any programmatically way to select a list item and restart the associated workflow? Something like: SPListItem item = List.Items.GetById(1); ...
1
vote
3answers
2k views

How to debug the error "This task is currently locked by a running workflow and cannot be edited”?

From time to time, some of my SP2010 site workflows fail with this message: This task is currently locked by a running workflow and cannot be edited I believed I have fixed this but from time to ...
1
vote
2answers
440 views

SSL redirect and AAM not working on a Workflow which is using the original/install URL

A year ago, I created our SharePoint site under a test name. I then added an AAM to extend it to our production name. Just a month ago, I added an SSL redirect in IIS which sends all http requests ...
1
vote
2answers
66 views

How can I get the correct SPFieldUserValue to use SPSiteDataQuery to aggregate tasks for a certain user?

I'm trying to gather all the tasks of a certain content type for a certain user. To accomplish this I'm using a SPSiteDataQuery which looks like this: string where = String.Format(@"<Where> ...
1
vote
1answer
35 views

How to trace a users actions?

Is there any way to find out if a user tried to complete a task? Scenario: We have a custom approval workflow (SP Designer). Each user updates a document, then completes a task. Pretty straight ...
1
vote
2answers
198 views

How do I give tasks a priority relative to other tasks

I have a list of tasks that should be completed in priority order. I want the ability for someone to add a task to the list and be able to place it anywhere in the order, for example, they could add a ...
1
vote
1answer
97 views

Sorting tasks by due date?

We're using SharePoint's Microsoft Project-like functionality for a small project. I've entered the list of tasks into the system, and it's producing a nice little Gant chart. The problem is my tasks ...
1
vote
2answers
324 views

Display Task Historic Data

I have a Tasks list with versioning enabled. Each task goes through several states (Not Started, In Progress, Completed). Is there an easy way to display for a given task its timeline? For example ...
1
vote
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 ...
1
vote
2answers
571 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 ...
1
vote
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 ...
1
vote
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 ...
1
vote
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 ...
1
vote
1answer
692 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?