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Tasks List in SharePoint 2013

Posted by Vijai Anand Articles | SharePoint February 10, 2013
In this article we will see the new changes in SharePoint 2013 tasks list.
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Introduction

In this article we will see all the new changes and functionalities that are introduced in SharePoint 2013 tasks list.

  1. How to create a new tasks list
  2. How to create a new task in tasks list
  3. How to add/remove the task in the timeline
  4. How to create a subtask
  5. Task views
  6. Edit the tasks list in datasheet view

How to create a new tasks list

The following steps must be performed to create a new tasks list in SharePoint 2013:

  1. Navigate to the SharePoint site http://c4968397007/.
  2. Click on Site Contents in the quick launch bar.
  3. Click on "add an app".

    sharepointlist1.png
    Figure 1: Site Contents
     
  4. Click on Tasks app.

    sharepointlist2.png
    Figure 2: Apps
     
  5. Enter the Name and then click on Create.

    sharepointlist3.png
    Figure 3: Create new task list
     
  6. A new tasks list is created successfully.

    sharepointlist4.png
    Figure 4: New task list created successfully.

How to create a new task in the tasks list

The following steps must be performed to create a new task in a SharePoint 2013 tasks list:

  1. Click on "new task" in the tasks list.

    sharepointlist5.png
    Figure 5: New task
     
  2. Enter the task details and click on "Save".

    sharepointlist6.png
    Figure 6: Task details
     
  3. A new task item is created successfully.

How to add/remove a task in the timeline

The Timeline is a new feature introduced in SharePoint 2013. The user will be able to see the timeline for the tasks and will be able to differentiate each task by giving a different color and/or font to a task. The following steps must be performed to add the task to a timeline in SharePoint 2013.

  1. Select the task and then click on (...).
  2. A preview window will be opened. Click on "ADD TO TIMELINE".

    sharepointlist7.png
    Figure 7: Add the task to timeline
     
  3. The task is successfully added to the timeline as shown in Figure 8.

    sharepointlist8.png
    Figure 8: Task added to timeline
     
  4. Select the task in the timeline and you can find a new option enabled in the ribbon interface called TIMELINE.
  5. You will be able to change the color, font and highlighted color; remove from the Timeline and few more options will be available as shown in figure 9.

    sharepointlist9.png
    Figure 9: TIMELINE options in the ribbon interface
     
  6. Click the task in the timeline; you can find the following options: Open, Edit Date Range and Remove from TimeLine. You can remove the task from the timeline by clicking on "REMOVE FROM TIMELINE".

    sharepointlist10.png
    Figure 10: Remove the task from timeline
     
  7. You can change the start date and end date for the task by clicking on "EDIT DATE RANGE". Click on "EDIT DATE RANGE"; a new dialog will pop up as shown in Figure 11.

    sharepointlist11.png
    Figure 11: Edit the date range for the task

How to create a subtask in the tasks list

The following steps must be performed to create a subtask in SharePoint 2013.

  1. Select the task and then click on (...) button.
  2. Click on the "CREATE SUBTASK" link in the preview window.

  3. sharepointlist12.png
    Figure 12: Create a subtask
     
  4. The Datasheet view will be opened to create a new subtask, enter the subtask details and then click on "Stop editing this list".

    sharepointlist13.png
    Figure 13: Enter the subtask details and stop editing the list
     
  5. You can add the subtask to the time line and it looks as in Figure 14.

    sharepointlist14.png
    Figure 14: Timeline
Task Views:

The following task views are present by default in the tasks list:

sharepointlist15.png
Figure 15: Tasks views

Edit the tasks list in the datasheet view.

In the tasks list you can find an option called "edit this list" that will enable you to edit the list in datasheet mode.

sharepointlist16.png
Figure 16: Edit the list

sharepointlist17.png
Figure 17: Add column

In the datasheet mode you can find an option to add a new column as shown in Figure 17. By default the following column types will be available as shown in Figure 18.

sharepointlist18.png
Figure 18: Default column types

You can click on More Column Types to get the other column types as shown in Figure 19.

sharepointlist19.png
Figure 19: More column types

To stop editing the list click on "Stop editing this list" as shown in Figure 20.

sharepointlist20.png
Figure 20: Stop editing

Summary

Thus in this article you have seen the new changes made in SharePoint 2013 Tasks List.

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