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Microsoft Sharepoint Web Parts

Sharepoint Task Rollup Web Part



The Task Rollup Web Part displays the tasks defined in each Task List within the Sharepoint Site collection and thus gives much better visibility to new or pending tasks created anywhere within the current site collection.
The Task Roll Up Web Part allows to filter the results by any column, the current date and the currently logged-in user.

The Web Part can be used with Windows Sharepoint Services V3, MOSS 2007, Sharepoint 2010, Sharepoint 2013 and Sharepoint 2016 (both Server and Foundation).
The following parameters can be configured:
  • Number of tasks to be displayed
  • filtering by any column, date and user (as eg. show all overdue tasks assigned to the current user)
  • specific task lists to be searched
  • grouping by a specific column



"Task Status" KPI View
Product Price     
Task Rollup Web Part
30 Day Evaluation Version (Release 1.0.93)
Free download..
Task Rollup Web Part for Sharepoint 2013
30 Day Evaluation Version (Release 1.0.93)  
Free download..
Task Rollup Web Part for Sharepoint 2016
30 Day Evaluation Version (Release 1.0.93)  
Free download..
Task Rollup Web Part
Sandbox Version (on premise only)
30 Day Evaluation Version (Release 1.2.28)
Free download..
Task Rollup Web Part License Key
per Server License
Includes 1 year technical support
USD 150.00
 Task Rollup Web Part Installation Instructions download..

Installation Instructions:
  1. download the Task Rollup Web Part Installation Instructions (PDF file, see above) 
  2. either install the web part manually or deploy the feature to your server/farm as described in the instructions.
  3. Configure the following Web Part properties in the Web Part Editor "Miscellaneous" pane section as needed:

    • Field Template: Enter the desired Task List columns to be displayed (separated by semicolons).
      The following out of the box columns are typically available:
      - Title
      - ListId
      - Site
      - PercentComplete
      - Priority
      - StartDate
      - DueDate
      - Status
      - AssignedTo
      - Body
      - ContentType
      - Author
      - Editor
      - Created
      - Modified

      Friendly Header Names:
      If you would like to display a “friendly header name” instead of the default column name please append it to the column, separated by the “|” pipe symbol.
      Example:
      Title|Task;AssignedTo|Responsible

      Custom Columns:
      If you would to add a custom column (ie. a column that is not listed above), please prefix it by an "*" asterisk character.
      Example:
      Title;AssignedTo;*PhoneNumber

    • Nbr. of Tasks: Enter the desired maximum number of tasks to be displayed per page. Enter zero if you want to disable paging(Default=0).
    • Sort By: Enter the column(s) to be used for sortng the result list. Separate multiple sort columns by commas. Append /desc to the column if you want to sort the column in descending order.
      Example:
      Author,Status/desc
    • Group By: optionally enter the desired List column to be used for grouping the list.
    • Search Filter(s):
      Enter one or more Column names (separated by semicolons) to allow for interactive searching.



      Example: Title;@Status;@AssignedTo

      • If you place an "@" ampersand character on front of the filter name, a combo box is used (as opposed to a text input box) which is automatically populated with the available column values.
      • If you place an "!" exclamation mark character in front of the filter name, the filter is using an exact match (as opposed to the default which is applying a wildcard filter)
      • You can also pass Querystring parameters via the page URL to the Search box(es) by adding the corresponding table column names and the desired values as name=value pairs.

        Example:
        ..yourpage.aspx?Status=Completed&Title=ProjectX
      • Each dropdown filter can optionally be preset by adding the preset value as follows:
        @Status=In Progress
      • You can optionally override the default size of the search boxes by appending the desired size in pixels (separated by a colon):
        @Status:200;Title:150
      • You can optionally specify a "friendly" search filter label by prefixing the column name with the desired friendly name, separated by a "|" pipe character.

        Examples:
        Task Name|Title
        Task Status|@Status
      • you can add a "Clear Filter" button by appending "/reset=Clear" to the end of the "Search Filters" setting (where "Clear" is the desired button label).

    • Property Filter: enter one or more optional Filter conditions to apply a filter.
      Combine multiple conditions with AND and OR.
      You can look up the available filter operators in the PDF documentation.

      Examples:
      Status='Not Started'
      AssignedTo='{username}'
      DueDate < {today}
      DueDate > {today-7}
      DueDate <= {today+10}

      Use the {username} placehoder to refer to the currently logged-in user.
      Use the {today} placeholder to refer to today's date.
      Use the {filter} placeholder to filter via a connected Filter web part.
    • Highlight Filter: enter one or more optional Filter conditions to apply a filter for highlighting specific rows. 
      Combine multiple conditions with AND and OR.
      You can look up the available filter operators in the PDF documentation.

      Example:
      Priority='(1) High' AND DueDate > {today}
    • Display 'Status' KPI Tiles: display the 5 Task Status counts as tiles
    • Show %Complete as color bar: optionally display the "%Complete" column as a colored bar for better visualization.
    • Show Priority as an icon: optionally use symbols to display the task priorities.
    • Show Status as an icon: optionally use symbols to display the task status.
    • Show Column Headers: optionally turn off the list column headers.
    • Show Pager: enable or disable the pager control at the bottom of the web part.
    • Show Groups collapsed: Show Groups collapsed or expanded when opening the page.
    • Export to CSV: Show/hide the "Export" button for Excel CSV File Export
    • List Type: select one of the following three task list types:
      - Tasks
      - Issues
      - Gantt (Project Tasks)
      - Custom List
      - Timeline (SP2013/SP2016 Tasks)
    • Lists to be included: (optional) explicitly enter one or more Task Lists you want to be included (leave this field empty to roll up all Task Lists in the site collection).
      Enter the Task List names using the relative Task List URL. Separate multiple entries with a semicolon.

      Example:
      Tasks;Subsite/Team Tasks;OtherSite/anotherTaskList

      If you append the “*” wildcard character at the end of an entry , the web part will return all tasks in this path.

      Example:
      SomeSite* will return all tasks from the “SomeSite” site and the sites below it.

      If you prefix an entry with the "!" character, the web part will exclude that site’s tasks.

      Example:
      !SomeSite

    • Site Collection Name: enter the URL of the desired site collection if the tasks to be rolled-up are located in another site collection.
    • Search Subsites only: Roll up only documents defined in a subsite of the current site
    • Alternating Row Color: enter the optional color of the alternating row background (leave blank to use default).
      Enter either the HTML color names (as eg. "red" etc.) or use hexadecimal RRGGBB coding (as eg. "#CCFFCC"). Enter the values without the double quotes.
      You can also change the default background color of the non-alternating rows by appending a second color value separated by a semicolon.
      Example:
      #ffffcc;#ffff99
    • Footer Text: optionally display a footer text in the bottom area. You can use HTML tags to format the text and include the {n} placeholder to display the number of tasks returned by the web part.
      Example:
      Nbr. of Tasks found: {n}
    • Cache Retention Time: enter the data cache retention time in minutes (enter "0" to turn off the cache feature) to speed up consecutive page visits. The use of this feature is recommened for deep site structures.
    • License Key: enter your Product License Key (as supplied after purchase of the Task Rollup Web Part license).
      Leave this field empty if you are using the evaluation version.


Technical Support Contact Information
If you find that you cannot resolve an issue using the above tools, our Technical Support staff will be ready to handle your technical support needs. You can reach our staff by phone or by email.

Phone: +41 (0)62 823 75 75 (9am - 5pm GMT)
Fax : +41 (0)62 823 75 74
Email: [email protected]
 
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Easy to install, customize and configure. Inexpensive yet reliable and flexible solutions that are a great addition to any SharePoint site.

Daniel Grandestaff, Merrick & Company