Meeting Action Points – My Tasks
A SharePoint Online tutorial by Peter Kalmström
a series of articles Peter Kalmstrom, CEO and Systems Designer
of kalmstrom.com Business Solutions, is showing a way to
use SharePoint to automate taking meeting notes and handling
meetings and meeting decisions in general.
Peter has created two lists. In the Meeting Notes list each
item is a meeting. The items have links to Action Point
lists, one for each meeting.
In the demo below Peter shows how to add a Content Search
web part that shows each user his/her tasks. He restricts
the search to the Task content type, which the action point
content types builds on, to cover all tasks. When doing
a search against a specific content type, both that particular
content type and all content types inheriting from that
are displayed. Since the Action Point items are of a content
type inheriting from the Task content type, they will also
Add a Content Search web part that shows My Tasks
- Open the page where you want to add the web part
in edit mode.
- Under the INSERT tab, click on Web Part and select
the Content Search web part in the Content Rollup category.
- Edit the web part and click on the 'Change query'
- In the query builder, select 'Items matching a content
type' and don't restrick by app. Restrict the search
to the action points content type –or to the Task
content type as Peter does.
- Switch to Advanced Mode and Add two Property Filters:
'Assigned To' 'equals' 'The name of the user who runs
the query' and 'StatusOWSCHCS' 'Not equals' Manual value
and the manual value is Completed.
- Make any other web part settings you prefer, apply
and save the page.