Thursday, April 21, 2011

SharePoint Task and Calendar List Integration

SharePoint is a great way to share task and calendar information online with your colleagues, has the capability to richly integrate task and calendar lists but out of the box it's lists are basically rooms of information under the same roof-- a SharePoint site. Showing folks how to view a task list in calendar format is one of our most popular blog posts. However, this option shows everything in a Calendar and you lose the inherent goodness of a task list the the specificity of important events.

The IntelliGantt Web Part integrates your task list and calendar list so that they can work together. It provides two important capabilities:

1) The ability to selectively choose which tasks to 'surface' in a SharePoint calendar.
2) The ability to see this relationship in context with the task.

For example, in a project of several hundred tasks not everything requires an event-- even if you're an event planner. Only a subset requires placement on a calendar, and it should be dynamic enough that as things change events linked with tasks can be removed and new ones easily added.

With the IntelliGantt Web Part you can use our new tool window to quickly identify the task information you'd like to link an event with by using your mouse:



The information from the task is then applied to the new event. Task start and due dates become event start and end dates. The task comments become the event comments.

Furthermore, if you provide a lookup column in the task and calendar list IntelliGantt will use them to cross-link the task and calendar event. The result is you can swiftly move from event to task and back again. Or, within IntelliGantt, you can view a task and hover over it's linked events to quickly see the very latest important information without leaving the context of your project:



Less clicking means fewer context changes which means you can stay focused on the task at hand.

We have a page dedicated to this feature showing more detail. Better yet, you can try out the IntelliGantt Web Part and start working in tasks and calendars today.

3 comments:

Chris N. Sieler (Number 1) said...

I downloaded the Web Part. I have 2007. How do you set the Thing UP?

Chris N. Sieler (Number 1) said...

Do you have some documentation?"

John Milan said...

We have in-depth information in our forum:

http://www.teamdirection.com/phpBB3/viewforum.php?f=12&sid=1fa6c38019fdd245708b15c84c5f58f3

You have two options for installation:

1. WSP install

2. Site specific install