Creating a SharePoint Document Workspace via Word 2007 (Part 4): The Document Management Pane
Published 06/17 courtesy of Bamboo Solutions Community
While continuing to familiarize myself with the Word-based Document Workspace integration functionality, it's time to finish looking at the toolbar tabs by looking at the features associated with Tasks, Documents, and Links.
With a newly created Document Workspace (i.e., prior to creating any tasks), the activated Tasks tab will appear thusly, calling out the fact that, "There are no tasks to display," and directing you to click the Add new task... hyperlink below in order to do so:
Clicking the Add new task... link will spawn a popup form requesting that you fill out the relevant information related to the new task, including Title, Status, Priority, Assigned to, Description, and Due date:
Once there are tasks to display, they may be sorted within the content area by activating the Sort by drop down menu, which provides the ability to sort tasks by a variety of options:
Clicking the Alert me about tasks... link will open the New Alert page within the Document Workspace in your SharePoint environment, so you'll need to have established a connection to SharePoint in order to create a new task-based alert.
The View Workflow Tasks... link will spawn a popup displaying all tasks, which form also provides the option to Open site in browser...:
Moving on to the Documents tab, once activated, the tab will look like this in a newly created Workspace (with the name of the document shown as corresponds to the Workspace in question):
The Sort by options available for documents in the drop down menu include: Creation Date, Modified Date, File Name, File Type, Ascending, and Descending.
As with the Tasks tab, there are three available hyperlinks to enable integration with the Document Workspace. The first of these links is Add new document..., the clicking of which will spawn the following popup form:
Next up is the Add new folder... link. The associated popup simply requires that you provide a name for your new folder:
Finally, the Alert me about documents... link, as with the Alert me about tasks... feature discussed previously, will open the appropriate New Alerts page within your SharePoint environment.
The last tab in the Document Management pane is Links which, prior to actually adding links, will appear thusly on first render in your Word 2007 Document Management pane:
Options in the Sort by drop down for Links include: Creation Date, Modified Date, URL, Ascending, and Descending.
As you can see, there are just two associated links with the Links tab. The first of these is Add new link..., the clicking of which will render a popup form with three fields (URL, Description, and Notes):
Note: Only the URL field is mandatory; both the Description and Notes fields are optional, but you get the Description field "for free" in that the title of the Web page in question will automatically be pulled into that field once you've added an URL. If included, the Description field will display in that content area of the Document Management pane once the new link has been added. Without a Description, the URL will be shown.
The second and final link associated with the Links tab is Alert me about links... As with the previously discussed Alert me links, clicking this link will spawn the New Alert page in your SharePoint environment.
Join me next time as I bring my look at the integration of Word and SharePoint Document Workspaces to its conclusion, tying up loose ends and providing an overview of what I've learned.
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