Create A "My Open Tasks" Web Part
A SharePoint tutorial by Peter Kalmstrom
you like to have each user's open tasks displayed on the home page of your
team site? The way to do this is to add a Content Search web part to the page
and use a query that fetches all the open tasks assigned to the current user.
In the demo below Peter Kalmstrom, CEO of kalmstrom.com Business Solutions
and Microsoft certified SharePoint specialist and trainer, shows how to create
such a web part for open tasks. It shows the current user's open tasks, fetched
from all site collections.
This tip works for SharePoint 2013 Enterprise and Office 365 E3. In the demo
Peter inserts the web part to the right on a team site home page.
These are the steps:
Add a web part
- Click on EDIT on the top right of the page where you want to insert the
- Click on Text Layout and select "One column with side bar".
- Under the INSERT tab, click on the Web Part button.
- Select the Content Rollup Category and the Content Search Part and click
- (Click on the little arrow in the new web part and select "Edit web part"
to customize the design.)
By default the Content Search web part shows recently changed items in the
current site. To use if for our purpose, we need to expand the query to get
results from everywhere on the farm and restrict it to only show the current
user's open tasks.
Now when you see how it looks, you may once again want to edit the web part.
Peter adds a title: My open tasks.
- Click on the little arrow in the new web part and select "Edit web part"
- Click on the Change query" button.
- In the dialog that opens, change the dropdowns into:
- "Items matching a content type"
- "Don't restrict results by app"
- To get just the current user's tasks, click on the link for Advanced
mode on top of the dialog and set the Property filter to "Assigned to" "Contains"
"Name of the user who runs the query".
- Click on Add property filter.
- Add another property filter to only show the open tasks: set the Property
filter to "Status OWSCHCS" "Not equals" "Manual value" and then type Completed.
Click on Add property filter again.
- Click OK.
- Click Apply in the web part editor.
- Click on Save.