The List Grid View web part displays information from a list of type 171, i.e., Project Tasks, grouped in sections, in a list grid display. It is intended for the simple management of tasks, supporting capabilities such as manual scheduling, drag and drop, and right-click task actions. The List Grid View web part is only available as a built-in component of the Task Tracker template; it is not available as a separate web part to add to pages.
Note: In order to save a new item, click within another cell in the grid; clicking outside the grid will not complete the save.
When entering an item in the bottom row you may need to use your keyboard down arrow to expose the name drop-down list in a Person or Group type column.
Drag and drop functionality is included in the grid. Simply hover the mouse over the drag icon in the left-most column, click and drag the item vertically, and drop it in the desired location.
With regard to the drop location, note the following:
The Search functionality allows users to search the grid to quickly find needed data. This feature allows users to customize their search according to their specific needs or preferences, making the search functionality versatile and user-friendly.
Any relevant task contained under a summary task will be visually organized in a hierarchical manner, with their parent summary task positioned directly above them. This hierarchy structure serves to provide users with a clear and organized view of the tasks within the summary, enhancing the overall user experience and making it easier to manage and understand complex task lists.
Note: The search format for dates is: YYYY-MM-DD (a preceding '0' is needed if entering a single digit). Valid examples: 2030-09-27, 2030-09.
For Yes/No Boolean, use search terms 'True' and 'False'.
Interaction Keys | Description |
---|---|
F2 | Edits the selected cell |
Enter | Saves the current cell and refreshes the grid |
Tab | Saves the current cell |
Delete | Deletes the selected item |
Esc | Deselects the currently selected cell |
Ctrl + Shift + Up Arrow | Collapses selected item |
Ctrl + Shift + Down Arrow | Expands selected item |
Ctrl + Up Arrow | Collapses all items |
Ctrl + Down Arrow | Expands all items |
Ctrl + Home | Navigates to the first cell in the grid |
Ctrl + End | Navigates to the last cell in the grid |
Home | Moves focus to the first cell on the selected row |
End | Moves focus to the last cell on the selected row |
Up Arrow | Moves cell selection up |
Down Arrow | Moves cell selection down |
Right Arrow | Moves cell selection right |
Left Arrow | Moves cell selection left |
Alt + J | Sets the focus to the grid |
All web parts share basic modification functionality - click here to learn more. Modification options specific to the List Grid View web part are addressed below.
To configure the List Grid View web part: Click in an empty space on the grid, click the Grid tab in the Ribbon, and then click Configure List Grid Settings.
Note: In addition to the web part configuration described in this section, standard configuration actions can also be taken on the underlying Project Tasks list.
Title
Enter a title for the grid.
Chrome Type
Select a chrome type for the grid.
Select List
Select the source list, i.e., Project Tasks.
Filter
There are three filter options:
All items
This includes all items from the selected list.
Items in this view
This uses the filtering from the selected view in the selected list. If there is no filtering specified in the selected view, then all items are included.
Specify filter (CAML)
This allows you to write your own CAML filter and insert the code.
Columns
Optionally select the columns to display on the grid.
Note: The List Grid View web part only supports the following column types: Text (single line only), Choice (single choice only), Number, Currency, Date (Friendly format and Time are not supported), Yes/No, Person or Group (single selection only), and Calculated. Calculated default values are not supported.
All 'Required' columns (except for 'Person or Group' type columns) must have a default value set for them; users can later edit these default values after creating a new task entry in the List Grid View web part.
Percentage values will always be displayed without any decimal places.
You can view information and specify default behavior for columns in the grid as follows:
Add a New Task
Optionally, show Add Task actions.
Delete Tasks
Optionally, enable deletion of Tasks in the grid.
Expand All Using the Keyboard Not Working
This will occur if the item to be expanded was selected with the keyboard arrow.