Roll up Summary Task In SharePoint Task List

In this article, I will show how to

Roll up the % Complete for the Summary Task in SharePoint Task List.

Roll Up Summary Task in Task List In SharePoint

You may be also interested in Count All Tasks in Project Server


Scenario

In SharePoint 2016, 2013, I have tried to create a Task List with Summary Tasks and Subtasks as shown below:

Roll Up % Complete for Summary Task in Task List In SharePoint

I have tried to update the % complete of the subtasks, and it was expected that the % complete calculated automatically to its Summary Task as it happened in Microsoft Project.

But unfortunately, I found out the %Complete of the Summary Task is not calculated by any means as shown below:

Roll Up Summary Task In SharePoint Task List


Cause

It’s by design, theSummary Task in the SharePoint Task list doesn’t support Roll-upfunctionality like the Project Schedule in Microsoft Project.


Solution

There is no OOTB setting to achieve the Roll-up functionality for the Summary Task in SharePoint, but we can go through the below workarounds:

Roll up Summary Task In SharePoint Task List Workarounds

Open Tasks List In Microsoft Project

Try to open the Task List via Microsoft Project then perform your edits and save it back to the task list.

Open Tasks List In Project

Note: You must have Microsoft Project professional 2013 installed to can use “Open With Project“. otherwise, you will get

This operation requires that Microsoft Project Professional 2013 is installed.

This operation requires that Microsoft Project Professional 2013 is installed

Note: In case, you can’t open a Task List using Microsoft Project, Check “Sorry, we were unable to open your project. Please try again. if this happens again, contact your administrator”

Using Total and GroupBy in List View

As a workaround solution, you can use the default Total and GroupBy features in your view settings to achieve your goal in a different way and a similar result

Steps:
  • Create a new lookup field called [Summary Task] that read from the same Task list to show the [Task Name] field.

In case, your current task list has a lot of tasks, it will be difficult to set the new lookup field, so It’s recommended to create a new independent list for only summary tasks, and let the newly created lookup field read from this new list instead of reading from the same current Task List.

  • Using Gantt Chart view, try to update the Summary Task for each subtask.
  • Create a new Task List View with the below settings.
    • In Filter, Show that tasks that only have Summary Task.
    • In GroupBy, Group by the newly created lookup field (Summary Task).
    • In Totals, totalize the average of % Complete column.

[Output]

Roll Up Summary Task in Task List In SharePoint


Applies To

  • SharePoint 2016.
  • SharePoint 2013.
  • SharePoint Online.

Conclusion 

In this article, I have introduced two workarounds to roll-up the Summary Task in SharePoint Task List.

See Also

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