How To Change Task Status Options In SharePoint 2013

SharePoint 2013 offers a simple process to modify task status options for better task management. If you are looking to customize the task details page or enhance task forms, this step-by-step guide will walk you through the process using SharePoint Designer 2013 and InfoPath Designer 2013.

Steps to Change Task Status Options in SharePoint 2013

Follow these steps to effectively change the task status options in SharePoint 2013:

  1. Open the task details page for editing using SharePoint Designer 2013.
  2. Click on “Open Site” in SharePoint Designer 2013 and enter the URL for the workflow task workspace in the Site name box.
  3. In the Navigation pane, click on “Site Pages” to display the list of site pages.
  4. Click on the name of the task details page that you want to edit.
  5. On the ribbon, click on “Edit File” and then click on “Edit File in Advanced Mode” to make changes to the layout and add or remove web parts.
  6. Save your changes.

Customizing the Task Details Page

To customize the form in a task details page, follow these steps:

  1. Open the task details page in SharePoint Designer 2013 and edit the form in InfoPath Designer 2013.
  2. In SharePoint Designer 2013, click on “Open Site” and enter the URL for the workflow task workspace in the Site name box.
  3. In the Navigation pane, click on “Workflows” to display a list of active workflows.
  4. In the List Workflow section, click on the name of the workflow that you want to customize.
  5. In the Forms section, click on the form that you want to edit to open it in InfoPath Designer.
  6. Add a row to the table.
  7. Click on “Manage Data Connections” in the Actions section of the Fields pane.
  8. In the Data Connections dialog box, click on the data connection that the task details form is currently using and click on “Add”.
  9. In the Data Connection Wizard, select “SharePoint library or list” as the data source and enter the URL of the workflow task workspace.
  10. In the Select a list or library list, click on “Workflow Business Data Library”.
  11. Select the extended business property that you want to add to the form from the Select fields box.
  12. If you want to store data in the form template for offline use, select “Store a copy of the data in the form template” and enter a name for the data connection.
  13. Drag the field that you want to add to the form to the right column of the new row.
  14. Enter a display name for the row in the left column.
  15. Save the changes to the form and publish it.
  16. Finally, save and publish the changes to the task details page.
Step Description
1 Open the task details page for editing using SharePoint Designer 2013.
2 Click on “Open Site” in SharePoint Designer 2013 and enter the URL for the workflow task workspace in the Site name box.
3 In the Navigation pane, click on “Site Pages” to display the list of site pages.
4 Click on the name of the task details page that you want to edit.
5 On the ribbon, click on “Edit File” and then click on “Edit File in Advanced Mode” to make changes to the layout and add or remove web parts.
6 Save your changes.

Customizing the Task Details Page in SharePoint 2013

Discover how to customize the task details page in SharePoint 2013 to meet your specific requirements. When it comes to managing tasks efficiently and effectively, SharePoint offers a range of customization options that allow you to tailor the task details page to your organization’s needs. From changing the layout and adding or removing web parts to customizing forms using InfoPath Designer, SharePoint 2013 provides a flexible platform for optimizing task management.

Changing the Layout and Adding Web Parts

One way to customize the task details page is by changing the layout and adding or removing web parts. To do this, you’ll need to open the task details page for editing using SharePoint Designer 2013. Simply click on “Open Site” in SharePoint Designer 2013 and enter the URL for the workflow task workspace in the Site name box.

Next, navigate to the “Site Pages” section in the Navigation pane to display the list of site pages. Click on the name of the task details page that you want to edit. On the ribbon, select “Edit File” and then click on “Edit File in Advanced Mode” to make changes to the layout and add or remove web parts. Once you’re done, remember to save your changes to ensure they take effect.

Customizing Forms with InfoPath Designer

Another way to enhance the task details page is by customizing forms using InfoPath Designer 2013. To do this, open the task details page in SharePoint Designer 2013 and edit the form in InfoPath Designer. Start by clicking on “Open Site” in SharePoint Designer 2013 and enter the URL for the workflow task workspace in the Site name box.

In the Navigation pane, click on “Workflows” to display a list of active workflows. Locate the specific workflow that you want to customize and click on its name. Under the Forms section, click on the form you want to edit to open it in InfoPath Designer. From here, you can add fields, manage data connections, and design the form according to your requirements. After making your changes, remember to save and publish the form to ensure they are applied.

Customizing the task details page in SharePoint 2013 gives you the flexibility to optimize task management and adapt it to your organization’s unique needs. Whether it’s changing the layout, adding web parts, or customizing forms with InfoPath Designer, SharePoint 2013 offers a range of options to enhance your task management experience.

Steps to Customize the Task Details Page in SharePoint 2013
1. Open the task details page for editing using SharePoint Designer 2013.
2. Click on “Open Site” in SharePoint Designer 2013 and enter the URL for the workflow task workspace in the Site name box.
3. In the Navigation pane, click on “Site Pages” to display the list of site pages.
4. Click on the name of the task details page that you want to edit.
5. On the ribbon, click on “Edit File” and then click on “Edit File in Advanced Mode” to make changes to the layout and add or remove web parts.
6. Save your changes.
7. To customize the form in a task details page, open the task details page in SharePoint Designer 2013 and edit the form in InfoPath Designer 2013.
8. In SharePoint Designer 2013, click on “Open Site” and enter the URL for the workflow task workspace in the Site name box.
9. In the Navigation pane, click on “Workflows” to display a list of active workflows.
10. In the List Workflow section, click on the name of the workflow that you want to customize.
11. In the Forms section, click on the form that you want to edit to open it in InfoPath Designer.
12. Add a row to the table.
13. Click on “Manage Data Connections” in the Actions section of the Fields pane.
14. In the Data Connections dialog box, click on the data connection that the task details form is currently using and click on “Add”.
15. In the Data Connection Wizard, select “SharePoint library or list” as the data source and enter the URL of the workflow task workspace.
16. In the Select a list or library list, click on “Workflow Business Data Library”.
17. Select the extended business property that you want to add to the form from the Select fields box.
18. If you want to store data in the form template for offline use, select “Store a copy of the data in the form template” and enter a name for the data connection.
19. Drag the field that you want to add to the form to the right column of the new row.
20. Enter a display name for the row in the left column.
21. Save the changes to the form and publish it.
22. Finally, save and publish the changes to the task details page.

Enhancing Task Forms with InfoPath Designer in SharePoint 2013

Learn how to leverage InfoPath Designer in SharePoint 2013 to create customized task forms and streamline your workflow. SharePoint 2013 offers powerful tools for enhancing task management, and InfoPath Designer is one of them. By utilizing InfoPath Designer, you can easily modify task forms to meet your specific requirements.

To begin customizing a task form, open the task details page in SharePoint Designer 2013. From there, you can access the form in InfoPath Designer and make the necessary changes. First, open SharePoint Designer and enter the URL for the workflow task workspace in the Site name box. Then, navigate to the Navigation pane, click on “Workflows,” and select the workflow you want to customize.

In InfoPath Designer, you can add or remove fields, modify the layout, and personalize the form based on your needs. You can also leverage data connections to integrate external data sources and optimize the form’s functionality. By following these steps, you can create task forms that align with your organization’s unique processes and improve overall efficiency.

Once you have completed customizing the form, save and publish your changes. These modifications will be reflected in the task details page, providing an enhanced user experience and ensuring seamless workflow management. With the power of InfoPath Designer in SharePoint 2013, you can take your task forms to the next level and optimize your productivity.

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Abdul Rahim has been working in Information Technology for over two decades. Learn how Abdul got his start as a Tech Blogger , and why he decided to start this Software blog. If you want to send Abdul a quick message, then visit his contact page here.