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SharePoint – How to Create a Custom View to Display Tasks of Logged in User

Posted by: Ravi Keshwani , on 9/18/2010, in Category SharePoint
Views: 29538
Abstract: Continuing with my SharePoint beginner series for DotNetCurry.com visitors, in this article, I will show you how we can filter the task list so that only tasks of logged in user are displayed.
Continuing with my SharePoint beginner series for DotNetCurry.com visitors, in this article, I will show you how we can filter the task list so that only tasks of logged in user are displayed.
I am assuming that your SharePoint site is having a task list which is provided by SharePoint as its inbuilt library. If you don’t know how to create task list, follow these steps.
Steps to create task list:
 
Go to Site Actions > Site Settings > Click on ‘Site libraries and lists’ > Click on ‘Create new content’ > Click on ‘Tasks’ under the ‘Tracking’ Section > Provide the required details and that’s it. A new task list will be displayed in your quick launch.
Now to add a custom view so that the logged in user can see only his own tasks, follow these steps
Steps to add the View to a list:
 
Step 1: Select Task list from the Quick launch > Click on ‘Settings’ from the header of the lists > and then select Create View from the menu displayed > You should see a screen similar to the one shown below
image_2-1
Step 2: Then Click on ‘Standard View’ link > the next screen will ask about the name of the view and filtration to select > Enter the name of the view as ‘My Tasks’ > and select the checkbox as shown below
image_1-1
Step 3: Now select the columns that should get displayed when this filter is selected > drill down to the filter section where you have to select ‘Assigned To’ from the dropdown tagged ‘Show the items when column’ > then from the next dropdown select ‘is equal to’ operator > and in the textbox below it type ‘[Me]’ in it > Click Ok.
Now go to the tasks page and you will see that only the tasks assigned to the logged in user will get displayed and in the view dropdown ‘My tasks’ view will be selected by default.
So this way we can create our own custom views and provide the required filters. I hope you all are enjoying my beginner series.
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Comment posted by Raymond on Friday, October 21, 2011 2:31 PM
Excellent !
Comment posted by kirtika on Wednesday, December 21, 2011 12:35 AM
great article.