How to configure the My Workflow Tasks Web Part

How to configure the My Workflow Tasks Web Part

Overview of Workflow Conductor Web Parts

The My Workflow Tasks Web Part displays tasks created by workflows. These tasks typically reside in a list called Workflow Tasks. My Workflow Tasks can display tasks for the current user or for all users, and can display tasks for the site, the Web application, or the entire farm.

my wf tasks wp -cut.png


The My Workflow Tasks Web Part is available in the Web Part Gallery after Workflow Conductor is installed. Users with the Add and Customize Pages right can add the Web Part to a page. (The Add and Customize Pages right is included by default in the Design and Full Control permissions.)

NOTE: If you don’t see the web part in the gallery, check to make sure the site collection feature shown below is activated in your site collection.

WFC web parts site collection feature.png

Add the web part to a web part page. If you do not know how to add a web part to a page, read the topic How to add a web part to a Web Part page.

To configure the web part once its on the page:

Section Setting
Tasks:

Select the scope of workflows to display. By default, the Web Part will display workflow tasks for the Current Site. You can also select Web Application or Farm.

Select whether to Display tasks for current user or Display tasks for all users.

NOTE: Displaying tasks for all users across the farm will take longer than displaying tasks for just the logged in user.

config my wf tasks - Tasks area.png

Icon-Tip If you decide to display tasks assigned to all users, you may consider changing the name of the web part in the Appearance section of the tool pane. It should no longer be called My Workflow Tasks if it displays tasks for everyone.

Paging Settings: Select the number of items to display per page and the maximum number of items to include in the list. The larger the numbers, the longer the page will take to load. my wf tasks tool pane - paging setting.png
Display Settings

Select Display document titles to display the Title column of the item that triggered the workflow in the Item column of the web part display. The Title column of an item in a SharePoint list or library is a hyperlink to the display form of that item.

Alternatively, you can select Display file names to display the Name column of the file in the Item column of the web part display, when the item that triggered the workflow is a file in a SharePoint document library. The Name column of an file in a SharePoint document library is a hyperlink that opens the file rather than the item display form.

If desired, check options to Display Status column, Display time since task was created, or Display workflow initiator.

The Wrap Text box is checked by default. Uncheck it if you prefer the Web Part zone width to automatically adjust so that all items in this Web Part fit on one line. Uncheck them if you would prefer those columns not to appear in the web part display.

my wf tasks tool pane - display settings.png

NOTE: The workflow tasks displayed in this web part may be associated with items in SharePoint document libraries or other types of lists. If the item that triggers the workflow is not in a document library, the Title column will always be displayed, regardless of the selection in the Display Settings. There is no file name column for items in these types of lists.

Sorting:

Select your preferred default sort column and sort order. You can choose to sort on workflow name or workflow initiator.

NOTE: Users can re-sort the display on the fly, if needed. This setting is just for the sort order for the initial display when the page first loads.

my wf tasks tool pane - sorting.png

For information on how to use the My Workflow Tasks Web Part, see How to use the My Workflow Tasks Web Part.