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  • 1.  SharePoint Task Lists

    Posted Jun 29, 2010 02:54 PM

    We have been working for several weeks trying to figure out how to configure Workflow Dialogs to assign tasks in SharePoint.  I have contacted Symantec and they seem just as stumped as I am.  Their last suggestion was that I post this to see if anyone out there has successfully done this and if so how.  We are not interested in usning MySites for this and have a full installation of MOSS that shares a webserver with several other sites.  For the record I am not a SharePoint person so let me know if I need to get one of our SharePoint admins involved to solve this.


  • 2.  RE: SharePoint Task Lists

    Posted Jun 29, 2010 03:04 PM
    I am by far neither a workflow nor a SharePoint expert but am pretty familiar with both.

    I'm assuming you have the Workflow already in place capable of generating the Task item already?

    If so, why not try using the new feature for allowing a SharePoint to receive email and apply the Task in the email and have it assigned to the site in that manner. It might help in the roadblock of trying to post directly the Task directly to the site.

    Another option is to locate the actual folder structure represetnted by the Task list. You can usually locate this under the properties of the SharePoint element/item. Then you could write your workflow to submit new items directly to that folder. The SharePoint interface will update automatically upon a screen refresh. You will need write rights of course to that folder structure.


  • 3.  RE: SharePoint Task Lists

    Posted Jun 29, 2010 03:12 PM
    Thanks for both those Ideas.  We do have a "working" task setup that is stalling at the assignment stage.  I will get with my SharePoint admin tomorrow and try the email idea.  The Task list will take some more thought as the idea is to setup response links automatially.  I have never tried to do this manually in Workflow.


  • 4.  RE: SharePoint Task Lists
    Best Answer

    Posted Aug 20, 2010 09:37 AM

    We have solved this with the assitance of Symantec's backline support.  The trick is to create a custom list on the site of your choice with the following fields:

       Title, Single Line of Text, Required (will be there by default)
       TaskID, Single Line of Text
       TrackingID, Single Line of Text
       ResponseURL, Hyperlink or Picture
       Start Date, Date and Time
       Created By, Person or Group (will be there by default)
       Modified By, Person or Group (will be there by default)

    You need to set the assignment in the Dialog Workflow Component to the list that you created.  Then set up the SharePoint properties to point to the site that you created the list in and everything works as advertised.  We did make some changes to the SharePoint view after we created it.  You can hide (not display) TaskID, TrackingID, and Start Date.  Also we changed Title not to link to any item.