Wednesday, April 9, 2014

SharePoint 2013 Timeline web part

In SharePoint 2013 we are given a great new feature, which is the ability to display tasks in a timeline. This is somewhat similar to what we have in MS Project Server. This feature is very helpful to track our tasks as they are visually organized with their staring and end dates. The Source of Timeline can be set to any Task list across Sites and Site Collections.
 
The Timeline web part provides the timeline without the Summary or Quick Edit links. This allows the user that is managing the site to use the web part as per their needs, whether that is managing the tasks or simply viewing them. The Timeline web part also provides the ability to move the layout of the tasks. Users can still quickly interact with the tasks on the timeline by clicking the task, which brings up a dialog with common editing options such as opening the full item or removing the task from the timeline.

To add a Timeline web part to a SharePoint page follow below steps:
 
Edit the SharePoint page and then from the Ribbon click on Insert Tab and from there click on Web Part icon.
 
This will open the webpart categories page, where it will show list of web parts. From there select the "Content Rollup" category. In this category select "Timeline" web part and then click on Add as shown in the fig below.
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
This will add the timeline web part to the page successfully.

Then we need to give a data source to the timeline web part. The data source can come from other site collections also. This data source URL is nothing but a task list URL.

To give the data source URL, edit the timeline web part and then in the Data Source section, give the data source URL in the Select the data source to connect to the timeline. 

In the Web URL section, give your site URL, And click on Valid URL to check if it is a valid URL, then the Type and Source dropdown will get autopopulated. And from the Source you can chose the List URL and also you can choose the View Name from the View Name section. 
 
Check fig below:
 


 - It will look like the below fig:



 
 

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