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Meeting Action Points – My Tasks

A SharePoint Online tutorial by Peter Kalmström

SharePoint iconIn 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 be included.

Add a Content Search web part that shows My Tasks

  1. Open the page where you want to add the web part in edit mode.
  2. Under the INSERT tab, click on Web Part and select the Content Search web part in the Content Rollup category.
  3. Edit the web part and click on the 'Change query' button.
  4. 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.
  5. 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.
  6. Make any other web part settings you prefer, apply and save the page.

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