SharePoint Task – Create MS Project-style Task Lists in SharePoint

Manage tasks, dependencies, constraints and schedules within a project or between projects.

No more guessing when your projects will deliver.

Managing multiple projects and the resources spread across these projects is challenging, especially when the project is complex and contains tasks that depend on the successful completion of other tasks or projects. Project managers need to monitor the impact on the schedule when the due date of any task changes. Bamboo's SharePoint Task Master offers effective schedule and resource management based on task status, priority, milestones, dependencies, and other essential project management tools.

Product Overview and Benefits

Create tasks based on Start Date & Due Date, Start Date & Duration, or Start Date & Work
With Inline editing, edit task items directly in the Web Part interface
Use the Assignment Units feature to allocate a percentage of a resource to a task
Select specific task items to focus on in the Gantt view.
Use the Save and Refresh options to save and undo recent changes
Filter tasks to display specific criteria by selecting a different view
Color code tasks and milestones by priority or status.
Set up task dependencies
Configure columns to display in the task details grid.
Identify task information to display with the Gantt bar.
Insert a task directly in the Web Part
Show Critical Path
Assign Multiple Predecessors
Exclude weekends and holidays
Show the status of task schedules using customizable indicators
Show the task grid, the Gantt chart, or both.
Use Task Master with a task list from any site in the site collection

New Features in R3.5 for SharePoint 2010 and 2013

Provides the option to assign multiple resources to a task
Provides the option to exclude lunch time in the project schedule
Integrates with List Rollup Web Part: Consume data where the data source is from List Rollup and display aggregated task items from multiple sites
Additional conditions for Adjusting Task Schedule: Change task's duration, total work or due date when resource assignments are changed based on task conditions, e.g. keep duration constant, keep total work constant, but increase or decrease the hours that resources work per day
Improves the tool pane interface
Provides Search option
Allow users to delete task items from the interface
View Project Schedule Configuration Settings from the interface
Disable the Recalculate button: Add additional rules where if the Recalculate button is disabled, Task Master will not apply any business rules or changes - Task Master will allow users to keep the data as is
...and much more!

Feature	Description	SharePoint 2007	SharePoint 2010	SharePoint 2013
SharePoint 2010 Compatibility	Task Master is compatible with SharePoint Foundation 2010 and SharePoint Server 2010, as well as Windows SharePoint Services 3.0 and Microsoft Office SharePoint Services 2007.
Assign multiple resources to a task	Provide the option to assign multiple resources to a task. New in R3.5 for SharePoint 2010/2013!
Exclude Lunch Time	SProvide the option to exclude lunch time in the project schedule. New in R3.5 for SharePoint 2010/2013!
Integrates with List Rollup Web Part R6.0	Consume data where the data source is from List Rollup and display aggregated task items from multiple sites. New in R3.5 for SharePoint 2010/2013!
Additional conditions for Adjusting Task Schedule	Additional conditions for Adjusting Task Schedule: Change task's duration, total work or due date when resource assignments are changed based on task conditions, e.g. keep duration constant, keep total work constant but increase or decrease the hours that resources work per day. New in R3.5 for SharePoint 2010/2013!
Improves the tool pane interface.	Separate settings into multiple sections for easier configuration. New in R3.5 for SharePoint 2010/2013!
Provides Search option	Enable users to find task items by highlighting the tasks based on the search terms. New in R3.5 for SharePoint 2010/2013!
View Project Schedule Configuration Settings	View Project Schedule Configuration Settings from the interface without having to edit the Web Part. New in R3.5 for SharePoint 2010/2013!
Delete task items from the interface	Allow users to select and delete multiple task items from the interface. New in R3.5 for SharePoint 2010/2013!
Disable the Recalculate button	Add additional rules where if the Recalculate button is disabled, Task Master will not apply any business rules or changes. Task Master will allow users to keep the data as is. New in R3.5 for SharePoint 2010/2013!
Exclude Weekend and Holidays	Select working days and configure a Calendar list of holidays to exclude from task scheduling.
Multiple Predecessors	Select multiple predecessors to more accurately define task dependencies.
Insert Tasks	Insert a new task above or below an existing task from directly in the task details grid.
Critical Path	Display critical path with total slack, early start, early finish, late start and late finish.
Manage Tasks from Any Site	Use the Task Master Web Part to display and manipulate task schedules using a task list from a different site.
Task and Milestone Color Coding	Color code tasks and milestones in the Gantt chart by priority or status.
Customize Web Part Options	Customize available options for the Web Part and Web Part menu: Go to List, Legends, Show Critical Path, Show Grid, Show Gantt, Insert a Task and Legends.
Compatible with Bamboo Custom Identifier Column	Works with Bamboo Custom Identifier Column.
Inline Editing	Edit items directly within the Web Part interface.
Optimized Performance	View a schedule with a large list of items in a single view without impacting performance.
Adjustable Columns	Adjust the width and order of columns in the task details grid.
Customizable Gantt View	Configure the Gantt chart to display tasks starting with "Today" or from a specific date.
Flexible Task Assignments	Create tasks based on options such as Start Date & Due Date, Start Date & Duration, or Start Date & Work.
Resource Allocation	Use the Assignment Units feature to allocate a percentage of your resource to a project or task—for example, as little as 25% or as much as 100%.
Undo Option	Made a mistake updating a task? No problem! Use the Refresh option to undo recent changes.
Set Task Constraints	Set task constraints such as Must Start On, Start No Earlier Than, Start No Later Than and As Soon As Possible.
Glossary and Help Section	Unfamiliar with task-management terms? Task Master now features a Glossary and Help section for improved usability.
Configurable Duration Column	Set the Duration column to display work in minutes, hours or days.
Expand or Collapse Subtasks	Set Task Master to automatically expand or collapse tasks with subtasks.
Calculate % Complete	Calculate the task summary's % complete based on the subtasks.
Finish-to-Start Dependencies	Assign Finish-to-Start dependencies between tasks.
Display WBS	Show the Work Breakdown Structure (WBS) of project tasks.
Direct Editing in Gantt View	Create, edit or delete tasks directly from the Gantt view.
Bamboo Project Task List	Task Master automatically creates the Bamboo Project Task List when you add Task Master to a page so that you can begin setting up your project tasks immediately after configuring the Web Part.
Color-Coding	Color-code any choice column available in the Bamboo Project Task List or your own existing list. Color-code the progress bar and choose which column contains the progress bar information.

SharePoint Task Master shows tasks and milestones hierarchically, with dependencies and related task information, in a task details grid and Gantt chart view. Display only the task information you choose, in the order and level of detail you need. Task data is stored in the Bamboo Project Task List or in a task list of your choice, anywhere in the SharePoint site collection.

To use SharePoint Task Master:

Step 1: Add the Web Part to a page and configure it.

Add the Bamboo Task Master Web Part to a page and open the tool pane to select a task list, set working hours and holidays, and define Gantt chart and grid view options.

Step 2: Add tasks.

To start adding tasks, click the New Item button and enter task information. Indicate whether the task is a Parent Task (i.e., Summary Task), has Predecessor Tasks that must be completed before this task can start, or has constraints like Start No Later Than or Must Start On a specific date.

Step 3: Manage tasks using the task grid and Gantt views.

In the Task Master Web Part, edit tasks, switch views (i.e., Day, Week, Month, Quarter or Year) or filter the tasks displayed by selecting a different task list view. Print the task details grid or Gantt chart, zoom the timescale in or out to view more or less task detail, show the critical path, and more.