SharePoint Dashboard Configuration Options

Configures the SharePoint Dashboard Web Part or App Part.

Figure: AgilePoint Dashboard screen (SharePoint)

AgilePoint Dashboard  screen

How to Start

  1. In SharePoint, go to the Dashboard.

    Depending upon your version of SharePoint, this may be an App Part or Web Part.

  2. Click Settings Settings icon > Edit Page.
  3. On the Web Part window, click the Arrow button, and then click Edit Web Part. The Arrow button appears only when you move the pointer over the Web Part window.

    The navigation for this task varies, depending upon your SharePoint version and the SharePoint settings in your local environment. For more information, see the documentation for SharePoint.

Fields

Field Name Definition

Show Multiple Dynamic Group/Roles

Function:
Specifies whether to disable queries against more than one dynamic group or role if Web Part or App Part performance is slow.

Some organizations experience slow performance if they run queries against multiple dynamic groups or roles. You can deselect this option to improve the Web Part or App Part performance. The tasks for the dynamic groups or roles do not show in the Web Part.

This setting is optional. Not all organizations experience this issue, and deselecting this option results in reduced functionality.

Accepted Values:
  • Selected - Executes queries against more than one dynamic group or role.
  • Deselected - Disables queries against more than one dynamic group or role.
Default Value:
Selected
Limitations:

Show/Hide Applications/Process Models from My Applications

Function:
Specifies whether to show the apps or process models in the My Apps tab of the Dashboard.
Accepted Values:
  • Show - Shows the app or process model specified in the App/Process Models field.
  • Hide - Hides the apps or process models specified in the App/Process Models field. If the field is empty it shows all the apps or process models for the user.
Default Value:
Show

Application/Process Models

Function:
Specifies the apps or process models to show in the My Apps tab of the Dashboard.
Accepted Values:
A list of valid apps or process display names, separated by commas (,)
Default Value:
None

Show/Hide Task Related to Provided Application/Process Models

Function:
Specifies whether to show the tasks on the Dashboard.
Accepted Values:
  • Show - Shows the tasks specified in the Tasks field.
  • Hide - Does not show the tasks specified in the Tasks field. If the field is empty it shows all the tasks for the user.
Default Value:
Deselected

Tasks

Function:
Specifies the tasks to show on the Dashboard.
Accepted Values:
A list of valid apps or process display names, separated by commas (,)
Default Value:
None
Example:
Budget Request,Deal Review,Leave Request

Row Count

Function:
Specifies the number of rows to show on one page in the Web Part.
Accepted Values:
An integer.
Default Value:
10

Item Per Page

Function:
Specifies the number of items to show on one page in the App Part or Web Part.
Accepted Values:
An integer.
Default Value:
10

Chart Item Per Page

Function:
Specifies the number of items to show in chart on one page in the App Part or Web Part.
Accepted Values:
An integer.
Default Value:
10

Task Status

Function:
Specifies the type of tasks to show on the Web Part.
Accepted Values:
  • Not Started
  • In Progress
  • Completed
  • Deferred
  • Waiting on someone else
Default Value:
None

Hide Context Menu Entry

Function:
Specifies whether to hide the list of actions from the task name menu in the task list.
Accepted Values:
A valid task action, except for Open Task.
Default Value:
None

Open Task by Clicking the Task Link

Function:
Specifies whether to open the task when you click the task name in the task list.
Accepted Values:
  • Selected - Opens the task when you click the task name.
  • Deselected - Shows the context menu when you click on the task name.
Default Value:
Deselected

Show Overview Tab

Function:
Specifies whether to show the Overview tab in the SharePoint Dashboard.
Accepted Values:
  • Selected - Shows the Overview tab.
  • Deselected - Does not show the Overview tab.
Default Value:
Selected

Header For Overview Tab

Function:
Specifies the label for the Overview tab on the SharePoint Dashboard.
Accepted Values:
One line of text that can have spaces
Default Value:
Overview

Show Tasks Tab

Function:
Specifies whether to show the My Tasks tab in the SharePoint Dashboard.
Accepted Values:
  • Selected - Shows the My Tasks tab.
  • Deselected - Does not show the My Tasks tab.
Default Value:
Selected

Header My Tasks Tab

Function:
Specifies the label for the My Tasks tab on the SharePoint Dashboard.
Accepted Values:
One line of text that can have spaces
Default Value:
My Tasks

Show In Queue Tab

Function:
Specifies whether to show the In Queue tab in the SharePoint Dashboard.
Accepted Values:
  • Selected - Shows the In Queue tab.
  • Deselected - Does not show the In Queue tab.
Default Value:
Selected

Header In Queue Tab

Function:
Specifies the label for the In Queue tab on the SharePoint Dashboard.
Accepted Values:
One line of text that can have spaces
Default Value:
In Queue

Show Process I Started Tab

Function:
Specifies whether to show the Process I Started tab in the SharePoint Dashboard.
Accepted Values:
  • Selected - Shows the Process I Started tab.
  • Deselected - Does not show the Process I Started tab.
Default Value:
Selected

Header Process I Started Tab

Function:
Specifies the label for the Processes I Started tab in the SharePoint Dashboard.
Accepted Values:
One line of text that can have spaces
Default Value:
Process I Started

Show Process I Worked Tab

Function:
Specifies whether to show the Process I Worked tab in the SharePoint Dashboard.
Accepted Values:
  • Selected - Shows the Process I Worked tab.
  • Deselected - Does not show the Process I Worked tab.
Default Value:
Selected

Header Process I Worked Tab

Function:
Specifies the label for the Processes I've Worked tab in the SharePoint Dashboard.
Accepted Values:
One line of text that can have spaces
Default Value:
Process I've Worked

Show My Apps Tab

Function:
Specifies whether to show the My Apps tab in the SharePoint Dashboard.
Accepted Values:
  • Selected - Shows the My Apps tab.
  • Deselected - Does not show the My Apps tab.
Default Value:
Selected

Header My App Tab

Function:
Specifies the label for the My Apps tab in the SharePoint Dashboard.
Accepted Values:
One line of text that can have spaces
Default Value:
My App

Show Delegation Tab

Function:
Specifies whether to show the Delegations tab in the SharePoint Dashboard.
Accepted Values:
  • Selected - Shows the Delegations tab.
  • Deselected - Does not show the Delegations tab.
Default Value:
Selected

Header Delegation Tab

Function:
Specifies the label for the Delegation tab in the SharePoint Dashboard.
Accepted Values:
One line of text that can have spaces
Default Value:
My App

Show Overdue Task in Color

Function:
Specifies whether the Web Part or App Part shows Overdue tasks with a different color.
Accepted Values:
  • Deselected - Shows overdue tasks the same color as other tasks.
  • Selected - Shows overdue tasks in a different color.
Default Value:
Deselected

Color for Overdue Tasks

Function:
Specifies to choose a color from the list to mark Overdue tasks.
Accepted Values:
The color you want.
Default Value:
Red

Show pool task in color

Function:
Specifies if the AgilePoint task lists show tasks assigned to a participant pool in a different color than tasks assigned to one participant.
Accepted Values:
  • Selected - Shows the pool tasks and tasks assigned to a single participant in different colors.
  • Deselected - Shows the pool tasks and tasks assigned to one participant in the same color.
Default Value:
Selected

Color for pool tasks

Function:
Specifies the background color for tasks that are assigned to a pool.

This setting is applicable only if Show pool task in color is selected.

Accepted Values:
The color you want.
Default Value:
Blue

Default Process View

Function:
Specifies the default view list for a process on the Dashboard.
Accepted Values:
  • My Processes
  • My Direct Team
  • My Department
  • My Team And Sub
  • My Group
  • My Group Peers
Default Value:
My Processes

Hide Default Process View Options

Function:
Specifies not to show the selected options in the View list for the process.
Accepted Values:
One or more option names.
  • My Direct Team
  • My Department
  • My Team And Sub
  • My Group
  • My Group Peers
Default Value:
None

Disable Actions for Process View

Function:
Shows only the processes for a specified view in the process list.
Accepted Values:
One or more option names.
  • My Direct Team
  • My Department
  • My Team And Sub
  • My Group
  • My Group Peers
Default Value:
None

Disable Actions for Task View

Function:
Shows only the menu options for a tasks in the task list associated with the specified view.
Accepted Values:
One or more option names.
  • All Tasks
  • My Tasks
  • My Direct Team
  • My Department
  • My Team And Sub
  • My Group
  • My Group Peers
Default Value:
None

Hide Default Task View Options

Function:
Specifies not to show the selected view in the View list for the task.
Accepted Values:
One or more option names.
  • All Tasks
  • My Tasks
  • My Direct Team
  • My Department
  • My Team And Sub
  • My Group
  • My Group Peers
Default Value:
None

Open Process Viewer in New Window

Function:
Specifies whether to show the process in the Process Viewer in a new window.
Accepted Values:
  • Selected - Shows the process in new window or tab.
  • Deselected - Shows the process in a pop-up, or overlay.
Default Value:
Deselected

Process Viewer Default Zoom

Function:
Specifies the default zoom setting for the Process Viewer.
Accepted Values:
An integer from 1-100 that represents a percentage.
Default Value:
None

Apply External CSS

Function:
Lets you add custom CSS to change how the SharePoint Dashboard looks.
Accepted Values:
  • Selected - Lets you add custom CSS code.
  • Deselected - Custom CSS code is not permitted.
Default Value:
Deselected

External CSS

Function:
Specifies CSS code to change styles in the SharePoint Dashboard.

To use this field, you must select Apply External CSS.

Accepted Values:
Valid CSS code.
Default Value:
None

AgilePoint Column

Function:
Lets you show or hide columns on the Web Part, and set the display name for the columns.