The work list displays alerts, Workflow work items, and activities that you can act on or need to be notified about. You can use this list to view the status of these items and see when action is required.

Note Note

For information about the types of page views or other types of Web part and page modifications, see Modify Role Center pages.

Add a work list Web part

  1. Click the Add a Web Partlink where you want to add the work list Web part.

  2. In the Add Web Partsdialog box, select Dynamics Unified Work List WebPartin the All Web Parts> Miscellaneouslist. Click Add.

  3. To modify the Web part properties and select which information to display, click editin the upper-right corner of the Web part, and click Modify My Web Part.

    • See the next procedure for information about selecting which information to display.

    • See Modify Role Center pagesand the Windows SharePoint Services or Office SharePoint Server documentation for information about Web part properties.

Specify which information to display in work lists

  1. Click Personalize this Pagein the upper-right corner of the page.

  2. In the work list Web part, click editin the upper-right corner of the Web part, and click Modify My Web Part.

  3. In the tool pane, select whether to display the condensed or detailed view of the work list:

    • Condensed view ( 50%) – Displays the type of item, subject, and due date. This is designed to be displayed in a 50% zone on a Web part page.

    • Detailed view ( 100%) – In addition to displaying the type of item, subject, and due date, also displays the record type and identification, company, creation date, and other information. This is designed to be displayed in a 100% zone on a Web part page.

  4. Select which information to display in the work list:

    • All– Display approvals and tasks, alerts, and activities.

    • Approvals and tasks– Display only approvals and tasks that are related to Workflow. For more information, see Workflow.

    • Alerts– Display only alerts that are displayed according the alert rules that are set up. For more information, see Alerts.

    • Activities– Display only activities that are set up in the form. For more information, see Create an activity.

    Note Note

    If you display all items and you also display the work list toolbar, you can click Showon the toolbar at any time to select which items to display.

  5. Select the number of items to display in the work list. If the work list contains more items than you specify here, you can click the page number links at the bottom of the Web part to display the next list of items.

  6. Select whether to display the work list toolbar in the Web part. You can use the toolbar to select which items to display and how to group them.

  7. Click OK.

Use the work list

When you right-click the items in the work list, the options that are displayed depend on the type of item that is selected. For example, you can mark items as read or unread, delete items, open associated forms, and click Previewto view a subset of information about the items.