In this article, I will show how to
Roll up the % Complete for the Summary Task in SharePoint Task List.
You may be also interested in Count All Tasks in Project Server
In SharePoint 2016, 2013, I have tried to create a Task List with Summary Tasks and Subtasks as shown below:
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:
It’s by design, the
Summary Task in the
SharePoint Task list doesn’t support
Roll-upfunctionality like the Project Schedule in Microsoft Project.
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.
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.
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
- 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.
- SharePoint 2016.
- SharePoint 2013.
- SharePoint Online.
In this article, I have introduced two workarounds to roll-up the Summary Task in SharePoint Task List.
- Missing the “ADD TASK – EDIT LIST” Options in the Project Summary Web Part.
- Merge all tasks that assigned to you or to your group into a custom task list view via SharePoint Designer.
- Attach a Related Issue / Risk to Specific Task in Project Server 2013.
- Assing a Task to a People and Group field within a Workflow in SharePoint Designer.