The List Grid View web part displays Project Tasks (list type 171) grouped in sections, in a grid display. It supports task management capabilities like: quick add, edit, drag and drop, and right-click actions. The List Grid View web part is only available as a component of the Task Tracker template. It is not available as a separate web part elsewhere.
To Drag and drop items, 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. If when moving an item to a new location the item row's horizontal line is blue, the item will be dropped as a section. If when moving an item to a new location the item row's horizontal line is green, the item will be dropped as a task. Two green lines means the item will be dropped as a child-task of the selected item.
Click on the row icon to mark an item as Completed. If the item is already Completed, it will be set to Not Started. This applies to all items, tasks and sections.
The status choices of: Not Started, In Progress, Completed, Deferred, and Waiting on someone else, each map to a corresponding status icon. Clicking the status icon will cycle the status values between Completed and Not Started only. When updating the row, a busy spinner icon is shown.
Search allows users to search the Grid and return items that meet the search criteria.
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 |
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 adding an item in the bottom row of the Grid, you may need to use your keyboard down arrow to expose the name drop-down list in a Person or Group type column like Assigned To.
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.
In order for the Grid to function properly and to avoid errors, do not delete the Title or Status columns from the associated Tasks list.
Web Part Settings
Enter the web part Title and select the Chrome Type.
Select Source List
Select the list to use as a data source for the Grid. By default all items are returned from the list. To display a subset of the items select either a predefined view or specify a custom CAML filter.
Select the source list, i.e., Project Tasks
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 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:
Tip! to use the Default Assigned To option you need to include the Assigned To column in the Grid.
Task Defaults
Default values for new tasks created in the Grid.
Add Actions
Select 'Show Add actions' to show Add Task and Add Section actions in the Grid. Unselect to remove the ability to add items from the toolbar actions, context menu, and through the keyboard.
If 'Show Add actions' is selected , then select 'Optionally, show an Add Section action on the page if the Grid is empty'. This will show the first step i.e., Add Section action, on the Grid if no items are displayed.
Delete Actions
Enable or disable deletion of items in the Grid. This will allow user with the correct permissions to delete items through the context menu or keyboard.