Configure Task Scheduling

The configure scheduling settings page is where you can make changes to your list's scheduler. You can configure permission levels, how summary tasks are handled, how metrics are promoted from the list, and whether to use automatic calculation.

The page works like a wizard. Use the Back and Next buttons to move through the sections. Click Finish to return to your task list.

These changes are not global and only apply to the current schedule enabled task list.

Add Additional Task Scheduling Columns

If you are activating the scheduler on an out-of-the-box SharePoint task list, there is a step you should take to add optional columns to your list.

Click Add Columns to optionally add Duration, Summary Task or Milestone columns.

Set Task Scheduling Permission Levels

By default, scheduling can only be performed by someone with Manage Lists access - generally this means the user is a member of the Owner Group.

Click Enable to allow users with the lower Contributor permission level to also use scheduling actions.

To learn more about BrightWork and SharePoint security and permissions, click here.

Configure Summary Task Rollups

Certain columns from the task list can have their values rolled up to their summary task.

Example: If a Budget column exists for your tasks, you might want to Sum these in the Summary Tasks.

To add a new rollup:

1. Click Add Rollup.
2. Select the column from the drop-down.
3. Select the formula you want the column to use when it rolls up.
4. Click Save.

You can edit the column and change its formula at any time using the Edit interface.

Configure Metric Promotions

Column data can be configured to automatically promote into a manual metric.

To add a new metric promotion:

1. Click Add Metric Promotion.
2. Select the column from the drop-down.
3. Select the title of the metric you want to promote to.
4. Click Save.

You can remove a metric promotion item by clicking the Remove button in the row.

Configure Metric Refresh

Individual metrics can be set to automatically refresh whenever the schedule is calculated.

To add a calculated metric to refresh:

1. Click Add Calculated Metric to Refresh.
2. Select the metric title from the drop-down.
3. Click Save.

You can remove a metric flagged for automatic recalculation by clicking the Remove button in the metric row.

Automatically Calculate Schedule

BrightWork runs a Task Scheduling Timer Job that can automatically recalculate the schedule on a set interval. Click Enable to add this task list to the timer job for rescheduling. Sites that are excluded from reports, such as closed or archived sites, will also be excluded from the timer job.