Task Master

Manage tasks, dependencies, constraints and schedules within a project or between projects.

Overview of Features

No more guessing when your projects will deliver.

Managing multiple projects and the resources spread across these projects is challenging, especially when the project is complex and contains tasks that depend on the successful completion of other tasks or projects. Project managers need to monitor the impact on the schedule when the due date of any task changes. Bamboo’s SharePoint Task Master offers effective schedule and resource management based on task status, priority, milestones, dependencies, and other essential project management tools.

  • Create tasks based on Start Date & Due Date, Start Date & Duration, or Start Date & Work
  • With Inline editing, edit task items directly in the Web Part interface
  • Use the Assignment Units feature to allocate a percentage of a resource to a task
  • Select specific task items to focus on in the Gantt view.
  • Use the Save and Refresh options to save and undo recent changes
  • Filter tasks to display specific criteria by selecting a different view
  • Color-code tasks and milestones by priority or status.
  • Set up task dependencies
  • Configure columns to display in the task details grid.
  • Identify task information to display with the Gantt bar.
  • Insert a task directly in the Web Part
    Show Critical Path
  • Assign Multiple Predecessors
  • Exclude weekends and holidays
  • Show the status of task schedules using customizable indicators
  • Show the task grid, the Gantt chart, or both.
  • Use Task Master with a task list from any site in the site collection

More Features

Assign multiple resources to a task

Provide the option to assign multiple resources to a task.

Exclude Lunch Time

Provide the option to exclude lunch time in the project schedule.
Data Sources

Integrates with List Rollup Web Part

Consume data where the data source is from List Rollup and display aggregated task items from multiple sites.
Data Sources

Additional conditions for Adjusting Task Schedule

Additional conditions for Adjusting Task Schedule: Change task’s duration, total work or due date when resource assignments are changed based on task conditions, e.g. keep duration constant, keep total work constant but increase or decrease the hours that resources work per day.
Data Sources

Improves the tool pane interface

Separate settings into multiple sections for easier configuration.
Data Sources

Provides Search option

Enable users to find task items by highlighting the tasks based on the search terms.
Data Sources

View Project Schedule Configuration Settings

View Project Schedule Configuration Settings from the interface without having to edit the Web Part.

Delete task items from the interface

Allow users to select and delete multiple task items from the interface.

Disable the Recalculate button

Add additional rules where if the Recalculate button is disabled, Task Master will not apply any business rules or changes. Task Master will allow users to keep the data as-is.

Exclude Weekend and Holidays

Select working days and configure a Calendar list of holidays to exclude from task scheduling.
Data Sources

Multiple Predecessors

Select multiple predecessors to more accurately define task dependencies.
Data Sources

Insert Tasks

Insert a new task above or below an existing task from directly in the task details grid.
Data Sources

Critical Path

Display critical path with total slack, early start, early finish, late start and late finish.
Data Sources

Manage Tasks from Any Site

Use the Task Master Web Part to display and manipulate task schedules using a task list from a different site.
Data Sources

Task and Milestone Color Coding

Color code tasks and milestones in the Gantt chart by priority or status.
Data Sources

Customize Web Part Options

Customize available options for the Web Part and Web Part menu: Go to List, Legends, Show Critical Path, Show Grid, Show Gantt, Insert a Task and Legends.
Data Sources

Compatible with Bamboo Custom Identifier Column

Works with Bamboo Custom Identifier Column.
Data Sources

Inline Editing

Edit items directly within the Web Part interface.
Data Sources

Optimized Performance

View a schedule with a large list of items in a single view without impacting performance.
Data Sources

Adjustable Columns

Adjust the width and order of columns in the task details grid.
Data Sources

Customizable Gantt View

Configure the Gantt chart to display tasks starting with “Today” or from a specific date.
Data Sources

Flexible Task Assignments

Create tasks based on options such as Start Date & Due Date, Start Date & Duration, or Start Date & Work.

Resource Allocation

Use the Assignment Units feature to allocate a percentage of your resource to a project or task—for example, as little as 25% or as much as 100%.
Data Sources

Undo Option

Made a mistake updating a task? No problem! Use the Refresh option to undo recent changes.
Data Sources

Set Task Constraints

Set task constraints such as Must Start On, Start No Earlier Than, Start No Later Than and As Soon As Possible.

Data Sources

Glossary and Help Section

Unfamiliar with task-management terms? Task Master now features a Glossary and Help section for improved usability.
Data Sources

Configurable Duration Column

Set the Duration column to display work in minutes, hours or days.

Data Sources

Expand or Collapse Subtasks

Set Task Master to automatically expand or collapse tasks with subtasks.

Calculate % Complete

Calculate the task summary’s % complete based on the subtasks.
Data Sources

Finish-to-Start Dependencies

Assign Finish-to-Start dependencies between tasks.
Data Sources

Display WBS

Show the Work Breakdown Structure (WBS) of project tasks.
Data Sources

Direct Editing in Gantt View

Create, edit or delete tasks directly from the Gantt view.

Data Sources

Bamboo Project Task List

Task Master automatically creates the Bamboo Project Task List when you add Task Master to a page so that you can begin setting up your project tasks immediately after configuring the Web Part.

Data Sources

Color-Coding

Color-code any choice column available in the Bamboo Project Task List or your own existing list. Color-code the progress bar and choose which column contains the progress bar information.

How Does it Work?

SharePoint Task Master shows tasks and milestones hierarchically, with dependencies and related task information, in a task details grid and Gantt chart view. Display only the task information you choose, in the order and level of detail you need. Task data is stored in the Bamboo Project Task List or in a task list of your choice, anywhere in the SharePoint site collection.

To use SharePoint Task Master:

Step 1: Add the Web Part to a page and configure it.

Add the Bamboo Task Master Web Part to a page and open the tool pane to select a task list, set working hours and holidays, and define Gantt chart and grid view options.

Step 2: Add tasks.

To start adding tasks, click the New Item button and enter task information. Indicate whether the task is a Parent Task (i.e., Summary Task), has Predecessor Tasks that must be completed before this task can start, or has constraints like Start No Later Than orMust Start Ona specific date.

Step 3: Manage tasks using the task grid and Gantt views.

In the Task Master Web Part, edit tasks, switch views (i.e.,DayWeek, MonthQuarter or Year) or filter the tasks displayed by selecting a different task list view. Print the task details grid or Gantt chart, zoom the timescale in or out to view more or less task detail, show the critical path, and more.

Specifications & Requirements

Operating System

Windows Server 2012 R2 or later; Microsoft SQL 2014 Service Pack 2 or later

Server

Microsoft SharePoint Server 2019

Browser

Microsoft Edge or Google Chrome, current shipping version, or Microsoft Internet Explorer 11 (extended support). Other modern browsers are supported but not specifically tested.

Operating System

64-bit edition of Windows Server 2012 R2 Standard or Datacenter

For database server: 64-bit edition of Microsoft SQL Server 2014 Service Pack 1 (SP1)

Sharepoint

Microsoft SharePoint Server 2016

Browser

Microsoft IE 10 or higher

Operating System

64-bit edition of Windows Server 2008 R2 Server Pack 1

OR

64-bit edition of Windows Server 2012 Standard or Datacenter

Sharepoint

Microsoft SharePoint Foundation 2013

OR

Microsoft SharePoint Server 2013

Browser

Microsoft Internet Explorer 8 or higher

Pricing

This product is available and fully supported as a perpetual license as an individual purchase. Non-Production environments are ½ price. Education and Non-Profit pricing is available, please contact sales.

SharePoint 2019

$2,468

Price in USD
per Server Running MS Foundation Web Application. More Information ›

Includes Year 1 Product Upgrades and Support*

SharePoint 2016

$2,468

Price in USD
per Server Running MS Foundation Web Application. More Information ›

Includes Year 1 Product Upgrades and Support*

SharePoint 2013

$2,468

Price in USD
per Server Running MS Foundation Web Application. More Information ›

Includes Year 1 Product Upgrades and Support*

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