Meeting Action Points – My Tasks
A SharePoint Online tutorial by Peter Kalmström
a series of articles Peter Kalmstrom, CEO and Systems Designer of kalmstrom.com
Business Solutions, is showing a way to use SharePoint to automate taking
meeting notes and handling meetings and meeting decisions in general.
Peter has created two lists. In the Meeting Notes list each item is a meeting.
The items have links to Action Point lists, one for each meeting.
In the demo below Peter shows how to add a Content Search web part that shows
each user his/her tasks. He restricts the search to the Task content type,
which the action point content types builds on, to cover all tasks. When doing
a search against a specific content type, both that particular content type
and all content types inheriting from that are displayed. Since the Action
Point items are of a content type inheriting from the Task content type, they
will also be included.
Add a Content Search web part that shows My Tasks
- Open the page where you want to add the web part in edit mode.
- Under the INSERT tab, click on Web Part and select the Content Search
web part in the Content Rollup category.
- Edit the web part and click on the 'Change query' button.
- In the query builder, select 'Items matching a content type' and don't
restrick by app. Restrict the search to the action points content type –or
to the Task content type as Peter does.
- Switch to Advanced Mode and Add two Property Filters: 'Assigned To' 'equals'
'The name of the user who runs the query' and 'StatusOWSCHCS' 'Not equals'
Manual value and the manual value is Completed.
- Make any other web part settings you prefer, apply and save the page.