How To Add Project Summary Web App In SharePoint 2013

Adding a project summary web app in SharePoint 2013 is a straightforward process that can help enhance business productivity. By utilizing the Project Summary web part, you can conveniently display events and tasks on project sites. With step-by-step instructions and configuration options, this guide will walk you through the necessary steps to add and customize the web app.

To begin, create a new page on your SharePoint site where you want to add the project summary web app. Simply navigate to the site and click on “Add a page.” This will create a blank page where you can insert the web part.

Next, insert the Project Summary web part by clicking on “Web Part” in the ribbon interface. In the dropdown menu, select “Content Rollup” and then choose “Project Summary.” This will add the web part to the page.

Once the web part is added, you have the option to customize its properties. This includes selecting the primary task list, choosing whether to display a timeline, and specifying late and upcoming tasks. To edit the web part properties, click on the dropdown arrow in the top-right corner of the web part and select “Edit Web Part.”

Within the web part properties, you can choose the primary task list that you want to display. Additionally, you can enable the timeline feature to visualize task durations. Furthermore, you can specify whether to show late and upcoming tasks, and even include other task lists in the late and upcoming panels.

With the Project Summary web part configured, it will display helpful information. This includes a countdown to the closest due date for tasks, a timeline (if tasks are included), and a view of late and upcoming tasks. To navigate through the late and upcoming tasks, simply click on the navigation buttons provided.

Overall, the Project Summary web app is a valuable tool for managing tasks in SharePoint 2013. By easily adding this web part to your project sites, you can increase productivity and stay organized with a clear overview of tasks and events.

Adding the Project Summary Web App

To add the project summary web app in SharePoint 2013, you need to follow a few simple steps to ensure its successful integration into your site. The project summary web app is a useful tool for displaying events and tasks on project sites, providing an overview of project progress and deadlines.

To begin, navigate to your SharePoint site and click on “Add a page” to create a new page where you want to display the project summary. Once the page is created, click on the “Web Part” button in the ribbon interface and select “Content Rollup” and “Project Summary” from the options.

After adding the web part, you can customize its properties to suit your specific needs. You can choose the primary task list to display, include a timeline for visualizing project milestones, and specify late and upcoming tasks to highlight. Additionally, you can select multiple task lists to be included in the late and upcoming panels by editing the web part properties.

The Project Summary web app will now be displayed on your SharePoint page, providing a countdown to the nearest due date for tasks, a timeline if applicable, and a view of late and upcoming tasks. Simply click on the next button to navigate through the tasks.

Step Description
1 Create a new page on your SharePoint site by clicking on “Add a page”.
2 Insert the Project Summary web part by clicking on “Web Part” and selecting “Content Rollup” and “Project Summary”.
3 Edit the web part properties to customize the display of tasks, including selecting the primary task list, enabling the timeline, and specifying late and upcoming tasks.
4 Click on the next button to view the late and upcoming tasks in the Project Summary web app.

By following these steps, you can easily add and configure the project summary web app in SharePoint 2013, allowing you to efficiently manage and monitor project tasks on your site.

Managing Tasks with the Project Summary Web App

The project summary web app in SharePoint 2013 offers a user-friendly interface to manage and track tasks, ensuring that deadlines are met and projects are completed on time. With its powerful features, including a countdown to due dates, a timeline display, and the ability to view late and upcoming tasks, the project summary web app is an essential tool for effective task management.

To add the project summary web app to your SharePoint site, start by creating a new page. Simply navigate to the site and click on “Add a page.” From there, insert the Project Summary web part by clicking on “Web Part” in the ribbon interface and selecting “Content Rollup” and “Project Summary.” This will add the web part to your page.

After adding the web part, you can customize its properties to suit your needs. For example, you can select the primary task list that you want to display in the web app. You can also choose whether to include a timeline and specify the late and upcoming tasks to be shown. If you have multiple task lists, you can easily include them in the late and upcoming panels by editing the web part properties and selecting the desired lists.

Once the Project Summary web part is added and configured, it will provide you with valuable insights into your tasks. You can view the countdown to the closest due date, enabling you to prioritize your work effectively. The timeline feature allows you to visualize your project schedule, making it easier to track progress and stay on track. Furthermore, the web app displays late and upcoming tasks, giving you a clear overview of what needs your attention.

With the project summary web app in SharePoint 2013, you have a powerful tool at your disposal to manage your tasks efficiently. By utilizing its features, such as the countdown, timeline, and visibility of late and upcoming tasks, you can ensure that your projects are completed on time and with success.

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