Adding the Task List Web Part to SharePoint

Prerequisites

• The AgilePoint Task List Web Part interacts with one or more servers － for example, AgilePoint, SharePoint, and/or database servers － whenever they are viewed or refreshed. This interaction is necessary and unavoidable in most cases, and is part of the AgilePoint system's expected usage patterns.
• In some environments, the location for which the AgilePoint Task List Web Part is placed may have unintended effects on the system's performance. For example, in an environment where there are many thousands of SharePoint users, but only a fraction of those users interact with AgilePoint, placing the AgilePoint Task List control on an entry or Top Level site page that is frequently accessed by the entire group of SharePoint users may place additional unnecessary load on the AgilePoint system when the page is accessed by users that don't need access to the Web Part.

  In such a scenario, it may be better to place the Web Part on a sub site location that is only accessed by a more appropriate group of AgilePoint users and/or that is only accessed when necessary.

  You can notice errors being written to the AgilePoint Event Logs in the Event Viewer when a SharePoint site is being accessed that includes the AgilePoint Task List Web Part by a non-registered AgilePoint user.

• These instructions assume you are using SharePoint 2010 in a standard configuration. The exact procedure depend upon the version of SharePoint you are using and the settings in your local environment.

Navigation

1. In SharePoint, navigate to the site page where you want to add the AgilePoint Web Part.
2. Click Site Actions > Edit Page.

Instructions

1. Click Add a Web Part.
2. In the Categories pane, click AgilePoint.
3. In the Web Parts pane, click AgilePoint Task List.
4. Click Add.