SharePoint 2013 Task list – Complete Tutorial

In SharePoint 2013 Task list was significantly improved to accommodate some of the customizations that was done otherwise by SharePoint developers. Task list now has a Task Timeline (like on MS project), Days left for due date, Creating subtask option, Task quick edit mode and lot more attractive features.
In this Tutorial you will learn about the following
1. Create Task List
2. Creating new Task
3. Delete Task
4. Timeline
5. Subtasks (Part 2)
6. Indent (Part 2)
7. Task Views (Part 2)

Since this is a Complete Tutorial lets begin with how to create a Task list and add a new Task.

Create Task list

1. To create a new Task list navigate to site content and click on “add an app”.

2. Next click on “Tasks” template and add a name for your task list. If you want to add description click on “Advanced Options” on Add Task screen.


3. when a task list gets created click on your Task list to Open it.

4. As you may notice Tasks list now has a new View. Some of the added features are highlighted below -

Next we will look at how to create a new task and work with it.

Creating new Task -

There are two ways to create a Task. One from “new task” and other from edit task.
From Add “new task” -

If you want to create several tasks quickly you can create from edit view. It is like a datasheet view where you can also add columns to this view dynamically.

6. Task Properties – Click on “…” to access Task properties.

If you have noticed the dialog at right shows “Days left” to due date and some interactive options like “Create Subtask”, “Remove from Timeline” etc. To access task properties (item properties) click on “…” Here you can edit task, start workflow, alerts etc..

Delete Task

TimeLine

Timeline has been introduced in SharePoint 2013 to add a new functionality taken from MS project server to display timeline of the Tasks. Users have ability to display or remove tasks or subtasks from the timeline.See details about timeline Webpart in our blog post The New TimeLine and Project Summary WebPart in SharePoint 2013

How to Add a Task in Timeline – When you create a task click on “…” to open task preview window. Here you can select “Add to Timeline” to add the task to the above timeline. You can remove it from same way with “Remove from timeline”. See pic above.

One of the other great features of timeline is that now you can Color the tasks and Intent the Tasks in the timeline.

Color Tasks – Simply select the task and click on Timeline. A new tab TIMELINE appears. Now you can format the task with your color, font and highlight color.

Before Indenting the task lets create a subtask first

Next we will look at how to create Subtasks, add them to Task Timeline, Task Indent and Views >>