Activate Save as Template in collaboration task list

Hi all,
I have created one task list and assigned to some users, now i want to use this task list as a template for my room. But in the default task list "Save as Template" button disabled. Now i want to activate this button then only i have save this task list as a template. How can i activate it. I am using EP7 and SP13. Help appreciated.
Regards,
Senthil k

There is no magic button. You're not missing anything.
In CP4 you were able to open a .cp file and Save As .cptl. That's been the way it worked from version 1 to 4.
But Cp5 doesn't work the same way. You can't save a .cptx file as .cptl template in Cp5.
The workflow now is File > New Project > Project Template. You have to begin each new template from scratch.
I find it annoying too, but I think it's been done this way because Cp5 templates have some extra functionality built in that just isn't present in the normal .cptx files (e.g. placeholders). I'm hoping we can get the old workflow re-instituted for Cp6.
If your Cp4 designer is still using Cp4, he/she can turn them into cptl files and then send them to you to upgrade them straight to Cp5 template format.
The other workaround you can do in Cp5 is simply to create a new .cptl file at the same dimensions as your .cptx and then copy/paste the slides you want over into the template. A bit more work than Save As perhaps, but at least it then means you can end up with a template file for future use.
Hope this helps.

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Template for Collaboration Project listing

Does anybody know what is the template I need to overwrite from:
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It gives you all the Collaboration Projects, I did a ScriptDebugTrace=1 but there's so many calls that I can't tell which is the exact template of this page. I need to modify some items on this page so I'd like to be able to redirect this COLLECTION_DISPLAY service call to my own template.
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Dear Venkatesh,
Please visit the following links:
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http://solutionbrowser.erp.sap.fmpmedia.com/ (Functional prespective)
http://service.sap.com/instguides --> mySAP Business Suite Applications --> mySAP ERP --> mySAP ERP 2005 --> Upgrade
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Print Individual task Lists from Project 2010

Hi
I have a routine which prints individual task lists from a Project Plan using VBA. This routine is currently being piloted and they have advised that not all resources have a task list produced. when I step through the code the Resource numbers
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Sub PrintResourceCharts()
Dim xlApp As Excel.Application
Dim xlRange As Excel.Range
Dim rName As String
Dim Tsk As Task
Dim Res As Resource
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Dim s As Worksheet
Dim BookNam As String
Dim Row As Integer
Dim fName As String
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Call Task_CF_To_Assignment_CF
'Remove Existing Task List files from directory before creating new ones
On Error GoTo Finish
Kill "D:\Task List Templates\Task Lists\*.*"
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With xlRange
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s.Range("A" & Row).Value = Ass.ResourceName
s.Range("B" & Row).Value = Ass.TaskUniqueID
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s.Range("G" & Row).Value = Ass.Finish
End With
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End If
Next
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xlApp.Application.Quit
Set xlApp = Nothing
MsgBox ("Individual Task Lists have now been produced....")
End Sub

Tony,
You said you step through the code and it picks up resource 1. What happens when the loop gets to resource 2? Note: since resource 1 may have several assignments and stepping through them all could take some time, I sometimes use a stop statement in the
outer loop to make it a little easier to "catch" what I'm looking for. For example, you could put this right after the For Each Res...
If Res.ID = 2 then stop
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Hope I made myself clear. And thks for any support ?
Best regards,
Rachid

It is a default planning behavior.
If you changed a data cell and move away (select a different form, or select a different page drop down) it'll automatically say that "This form contains unsaved data. Select OK to continue without saving data, or Cancel to discard operation"
Is that not happening?
Regards
Celvin
http://www.orahyplabs.com
Please mark the responses as helpful/correct if applicable

SIMPLE TASK LIST TEMPLATES

Does any one know where one can get some simple task list for specifying, I am an interior designer and I am after a simple way to show lists with categories. My needs are simple help!

"task list for specifying"
You didn't finish what you were looking to specify.
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Hello, everyone.
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QPL1_INSPECTION_LOT_CREATE
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Hi Samuel,
You can get create an Agent as a Task by using the following steps:
1. Go to Customizing --> EHS --> Industrial Hygiene & safety --> Risk Assessment --> Specify Agent Types
2. Click on "TASK' Agent type and click on Details icon (CtrlShiftF2)
3. In the "Only EHS-IHS" drop down, Select "No"
4. Save the entry
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Raghu

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Worked fine at the Dev environment.
Deployed the workflow to UAT environment as WSP file and list as a list template.
In UAT, a new site content type is created and added to the list.
The WSP was activated and feature enabled. But the workflow is not associated with the site content type, instead associating with all site content type.
Then use copy and modify to associate the workflow with the right content type. It works. Save and publish the workflow.
Go to List, Workflow settings, click on Add a Workflow, the workflow template is not shown in the workflow template drop-down. Even when the associated content type is all, the workflow should display in the workflow template drop-down in list workflow settings.
Save and publish the workflow a couple of times, ususally the issue will be resolved. But not this time..
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Feng Wan

Hi Prabhakar ,
just give a try for following program .
Use program RHMOVE30 - enter object type WS, and your WF number. Use eval path TASKHIER.
Use the dropdown on the request parameter to create a transport request.
When you get the result list, make sure your task is selected for transport then use the option to include it in the Transport.
You should then be able to go to txn SE09 and see your task has been assigned to the transport.
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Regards,
Shounak M.
Message was edited by: Shounak M

General Task List- Query Log Out Tag Out

Hello,
We are uploading new Gereneral Task List. Some task required Log Out Tag Outs for a prcedure:
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Create Different Control Key " LOTO" going to Spro - PMCS - Maint & Service Orders - Function & Settings of Order types - Control Key - Maintain Control Key - Create New Entries , Create New One With Name" LOTO" , Assign Parameters( tick sheduling if needed )or Keep Every thing Blank , Save it
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Use IW37 or IW37N , with Control key Entered in Order to monitor the Order , Operation with this LOTO Control Key,
I think this solves ur problem , there is already a default Control Key "WCM" in Ideas , which Activates Work Clearance Application you can check it.
or
you Can maintain System Condition Manually in Order Operations when you get Maintenance Order from Plan , You Cannot maintain this in Task list individual Operation.
Regards,
Edited by: Srinivas Narayana Gowda on Jun 11, 2009 10:17 AM

Regarding Attachments in Collaboration tasks

hi,
I have created tasks and have attachments along with the same. But when i open any type file other than text i get an error. Can anybody give any pointers on this?
Also,
Can i add attachments while creation of tasks or do i have to edit tasks and add attachments?
One more query....is there any facility of exporting tasks list to excel sheet??
Thanks and regards,
Akshay

Hi,
senthil's comment is probably no big help, as the worklfow repository where the attachments are stored uses a non ACL-based security manager.
If you look there
http://help.sap.com/saphelp_nw2004s/helpdata/en/da/e39b419b6ea109e10000000a155106/frameset.htm
This security manager gives the users automatically permissions depending on the permissions the user has on the folder where the original object is created.
For tasks I am actually not quite sure, what is to be done now, as permission on tasks are not good documented. E.g. the eu_role is sufficient to create a task.
Did you already try giving the user the Collaboration Role?
Or are you working in a room?
If you can provide me with the steps you did to create the task and the environment (room template you used or standard roles you have assigned) I maybe can try to repeat it.
Regards,
Sascha

How would I setup some kind of template that creates tasks, due dates, and assignments automatically.

Basically I want to setup something (project, workflow, template, list item), and what I would like it to do is:
1. Ask for a name (text field, ex. "create business cards")
2. Ask for a due date (date, ex. "9/1/2015")
Then based on those items, a number of tasks are created with relative due dates and assignments, ex. :
"send email to marketing for logo" assigned to John Smith
"Get logo approved from designer" due "8/1/2015" (1 month previous to due date), assignemd to Robert
"send logo to shipping company" assigned to Matthew.
And this process should be repeatable many, many times. Say we are a business card company, so we need to do this same process over, and over again.
I'm hoping to use as much OOB as possible, without any programming, but not sure where to even start looking. I've googled Task Templates, and Templated Task List, and stuff like that, but not finding much. I'm learning more about Workflows,
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Russ,
If you watch this: https://www.youtube.com/watch?v=l7a_7KiE9vk you'll get a very good idea of how to develop the content type form, and then check out the Lynda Designer tutorial to build the workflow: http://www.lynda.com/SharePoint-tutorials/Using-parallel-blocks/144025/161226-4.html?autoplay=true
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to pay attention to the differences between SP 2010 and SP 2013 Designer workflows (and will likely want to go with SP 2013 workflows). I think you'll also want to go with a List Workflow over the other choices. If you have 2 days mostly uninterrupted,
you'd be able to watch the tutorials and get a basic workflow in place; Designer and Workflow Mgr on the server can be a bit tricky, so installing those may be more of an issue than the actual development.
Chad

Workflow task list is missing or damaged. SharePoint 2010

SharePOint 2010 Enterprise
Customer created workflows for the annual review of our QPC Emergency Plan.
The document library shows that there is a EP_Review workflow “In Progress” for each section.   However if you click into the “In Progress” link to see the actual progress of the workflow it shows no Visio diagram, it’s just a blank white
space (not even an error message) and under the Tasks section it gives the message:
"The workflow task list is missing or damaged. Please contact your administrator for more information"
I looked in the Task List and there are no tasks showing, which normally does show when we kick off a workflow.
I ran a report on the EP_Review workflow for Cancellations and Error messages and the system comes back with the following error message: "Report contains no Data"
Log says:
3/05/2014 11:58:08.67 w3wp.exe (SLSPW02:0x8DC0)               0x8418 SharePoint Foundation         Monitoring
nasq Medium Entering monitored scope (Request (POST:http://strspdept:80/sites/Compliance/EmergencyPlan/_layouts/CustomizeReport.aspx?ReportId=05c9fc6e-b5bd-44c6-9b22-48d33f3b719a&AssociationId=1585f93e-968f-4008-9d41-28e4d03b03b9&Category=Workflow&List=4cb06049%2Dbe01%2D4e76%2D9e78%2D3faa95c4f06c))
03/05/2014 11:58:08.67 w3wp.exe (SLSPW02:0x8DC0)               0x8418 SharePoint Foundation         Logging Correlation Data
xmnv Medium Name=Request (POST:http://strspdept:80/sites/Compliance/EmergencyPlan/_layouts/CustomizeReport.aspx?ReportId=05c9fc6e-b5bd-44c6-9b22-48d33f3b719a&AssociationId=1585f93e-968f-4008-9d41-28e4d03b03b9&Category=Workflow&List=4cb06049%2Dbe01%2D4e76%2D9e78%2D3faa95c4f06c) eaeae4dc-25b7-479e-bc20-dd98b6fcd778
03/05/2014 11:58:08.67 w3wp.exe (SLSPW02:0x8DC0)               0x8418 SharePoint Foundation         Logging Correlation Data
xmnv Medium Site=/sites/Compliance eaeae4dc-25b7-479e-bc20-dd98b6fcd778
03/05/2014 11:58:08.70 w3wp.exe (SLSPW02:0x8DC0)               0x8418 Document Management Server    Document Management
52od Medium MetadataNavigationContext Page_InitComplete: No XsltListViewWebPart was found on this page[/_layouts/CustomizeReport.aspx?ReportId=05c9fc6e-b5bd-44c6-9b22-48d33f3b719a&AssociationId=1585f93e-968f-4008-9d41-28e4d03b03b9&Category=Workflow&List=4cb06049%2Dbe01%2D4e76%2D9e78%2D3faa95c4f06c].
Hiding key filters and downgrading tree functionality to legacy ListViewWebPart(v3) level for this list. eaeae4dc-25b7-479e-bc20-dd98b6fcd778
03/05/2014 11:58:08.75 w3wp.exe (SLSPW02:0x8DC0)               0x8418 SharePoint Foundation         Monitoring
b4ly High Leaving Monitored Scope (EnsureListItemsData). Execution Time=32.1239873194787 eaeae4dc-25b7-479e-bc20-dd98b6fcd778
03/05/2014 11:58:08.78 w3wp.exe (SLSPW02:0x8DC0)               0x8418 SharePoint Server             OpenXml
0000 Medium OfficePackageLibrary::OpenPackage(app=3, path=C:\Users\TEMP\AppData\Local\Temp\tmpBAE2.tmp, fcm=3) eaeae4dc-25b7-479e-bc20-dd98b6fcd778
03/05/2014 11:58:08.80 w3wp.exe (SLSPW02:0x8DC0)               0x8418 SharePoint Foundation         Monitoring
b4ly High Leaving Monitored Scope (EnsureListItemsData#2). Execution Time=10.6167606926937 eaeae4dc-25b7-479e-bc20-dd98b6fcd778
03/05/2014 11:58:08.80 w3wp.exe (SLSPW02:0x8DC0)               0x8418 SharePoint Foundation         Runtime
tkau Unexpected Microsoft.Office.RecordsManagement.Reporting.ReportEmptyException: Report contains no data.    at Microsoft.Office.RecordsManagement.Reporting.ApplicationPages.CustomizeReport.OKBtn_Click(Object sender, EventArgs
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sourceControl, String eventArgument)     at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) eaeae4dc-25b7-479e-bc20-dd98b6fcd778
03/05/2014 11:58:08.80 w3wp.exe (SLSPW02:0x8DC0)               0x8418 SharePoint Foundation         Monitoring
b4ly Medium Leaving Monitored Scope (Request (POST:http://strspdept:80/sites/Compliance/EmergencyPlan/_layouts/CustomizeReport.aspx?ReportId=05c9fc6e-b5bd-44c6-9b22-48d33f3b719a&AssociationId=1585f93e-968f-4008-9d41-28e4d03b03b9&Category=Workflow&List=4cb06049%2Dbe01%2D4e76%2D9e78%2D3faa95c4f06c)).
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03/05/2014 11:58:09.05 w3wp.exe (SLSPA02:0x1CD4)               0x1F68 SharePoint Foundation         Topology
e5mb Medium WcfReceiveRequest: LocalAddress: 'http://slspa02.corp.questar.com:32843/5d041280466646db9f816a170ae8f6b8/MetadataWebService.svc' Channel: 'System.ServiceModel.Channels.ServiceChannel' Action: 'http://schemas.microsoft.com/sharepoint/taxonomy/soap/IDataAccessReadOnly/GetChanges'
MessageId: 'urn:uuid:8f54c63f-a3d4-4180-b9be-2eefe9ff3495' 01f77dd7-96fb-4f20-b72a-cd736a3354bf
03/05/2014 11:58:09.05 w3wp.exe (SLSPA02:0x1CD4)               0x1F68 SharePoint Foundation         Monitoring
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03/05/2014 11:58:09.05 w3wp.exe (SLSPA02:0x1CD4)
Any Ideas how I can figure out how to resolve this?
Thanks for any input

Hi mikeatquestar,
it seems you may need to check if should the task able to create at your environement,
you may try this at your development environment first:
Saved a task list as a template from a working site collection and moved the template to the problem site collection. Used this template to create a new list, and associated this list to the Workflows task list.
http://office.microsoft.com/en-us/windows-sharepoint-services-help/manage-list-templates-HA010099156.aspx#BMcreate
http://office.microsoft.com/en-us/sharepoint-server-help/copy-or-move-a-list-by-using-a-list-template-HA101782479.aspx
Regards,
Aries
Microsoft Online Community Support
Please remember to click “Mark as Answer” on the post that helps you, and to click “Unmark as Answer” if a marked post does not actually answer your question. This can be beneficial to other community members reading the thread.

Task list Report Generation

Hi ,
Please let me know if the following are feasible while generating the tasklist report.
1. Can we Generate the tasklist report from the system by scenario . Is there any workaround to get this reoport from backend tables ?
2. Task list report shows stats for every user who belong to the selected group. Can we limit this view so the report summarizes by the group instead of individual user.
Thanks & Regards,
Vijaya Koppolu

Hi,
I think you posted in wrong place. Please post in Planning and Budgeting forum to get a better answer.
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How do I modify the Title Column of a Task List using JSLink

I would like to modify the title column of a Task List in SharePoint 2013. I would like to make the title column different colors based on a selection in another field. For some reason I can run the TitleRendering function
on a different filed and it works perfectly, but when I try to run it on the Title field it is completely ignored. Is there some kind of work around for this?
var taskSample = taskSample || {};
taskSample.CustomizeFieldRendering = function () {
RegisterSod('hierarchytaskslist.js', '/_layouts/15/hierarchytaskslist.js');
LoadSodByKey('hierarchytaskslist.js', null);
// Intialize the variables for overrides objects
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Templates: {
Fields: {
"Title": {
'View' : taskSample.TitleRendering
// Register the override of the field
SPClientTemplates.TemplateManager.RegisterTemplateOverrides(overrideCtx);
taskSample.TitleRendering = function (ctx) {
var output = [];
switch(ctx.CurrentItem.Unit) {
case "Unit 1":
output.push('');
output.push(ctx.CurrentItem.Title);
output.push('');
break;
case "Unit 2":
output.push('');
output.push(ctx.CurrentItem.Title);
output.push('');
break;
case "Unit 3":
output.push('');
output.push(ctx.CurrentItem.Title);
output.push('');
break;
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output.push(ctx.CurrentItem.Title);
output.push('');
break;
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output.push(ctx.CurrentItem.Title);
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output.push(ctx.CurrentItem.Title);
output.push('');
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default:
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taskSample.CustomizeFieldRendering();

Hi,
Per my understanding, the TitleRendering function is not been applied to the Title column of the Task list.
I suggest you replace the “Title” with “LinkTitle” in your .js file:
var overrideCtx = {
Templates: {
Fields: {
"LinkTitle": {
'View' : taskSample.TitleRendering
In IE Developer Tools, we can see that the “name” attribute of the Title column is “LinkTitle”:
Best regards
Patrick Liang
TechNet Community Support

Solman Change Request Management Issue - about create task list

Dears,
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Roger

Hi,
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see the SLG1 log generated remove the errors shown in red.
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chk
https://websmp202.sap-ag.de/~sapdownload/011000358700000657692007E/ECTS_CHARM_SP12.PDF
/people/dolores.correa/blog/2008/07/26/first-steps-to-work-with-change-request-management-scenario
http://help.sap.com/saphelp_sm32/helpdata/en/0c/5b2160f6fa4b83a3674a210b1cdeb0/content.htm
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Activate Save as Template in collaboration task list

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