Add a “project health” stoplight status indicator to your classic sites

Note: Demo/Screenshots from a SharePoint 2016 environment.

With a little bit of work, you can have a stoplight status indicator on your project’s or team’s home page. You’ll need:

  1. A classic view site (Project or SharePoint) on which you’ll be placing the project health status indicator
  2. A CSS file in your site assets
  3. A list named “Project Health” to manage the statuses
  4. A web part for “Project Health” placed where you want it to display indicators

Note: If you have O365 or SharePoint 2019’s modern experience, explore conditional formatting with JSON instead.

Add the CSS file to your site assets

Save the first script below as stoplight.css and add to your site assets folder. You’ll need the second OR third snippet in the next section (depending on if you want to use dots or images/icons).

Create the Project Health list

Create a new list on your site and name it Project Health. You’ll need these columns:

All of the choice columns (KPI in name) will be dropdowns with these options:

  • 1 – Green
  • 2 – Yellow
  • 3 – Orange
  • 4 – Red

The other four columns (no KPI in name) are calculated columns with the following formula. Just change the “Cost KPI” to the correct column name for each (i.e. Time’s formula will be …(LEFT([Time KPI],1)…). All of the non-KPI calculated columns are number type.

You can copy and paste this from the GitHub embedded snippets in the first section.

Note: If you want to use images/icons, see bottom of post.

Modify your main list view so you ONLY see the KPI columns (displaying color names). Don’t forget to uncheck the “Title” column. We’re about to hide it from the new item form and won’t be using it.

Then, in your list settings –> Advanced settings, change “Allow management of content types” to “Yes” and click OK.

Then select your item content type.

Select “Title” and change it to hidden and OK.

Click to enlarge

Finally, so we have some “lights” to work with, go to your new list and add a “new item” with whatever initial statuses you wish.

Click to enlarge

Add a web part where you want the indicators

On your home page or dashboard, add a “Content Editor” web part and reference the stoplight.css script.

  1. Edit page
  2. Insert –> web part –> media and content –> content editor –> Add
  3. Edit web part
  4. Paste URL to stoplight.css (saved in your site assets earlier)
  5. Set chrome type to None and Apply

Insert an app part for Project Health.

Click to enlarge

“Save and keep editing” – our next step will navigate away from this page and you will lose changes unless you save now.

Edit the new “Project Health” web part you added

Edit the current view

Uncheck all of the KPI columns and check the other four (without KPI in the name). Arrange them as you wish, and add “Edit (link to edit item)” as first position. Click OK.

Edit page again, and edit the web part again. Set “Toolbar type” to No Toolbar

Set “Title” to whatever you want displayed above the stoplights on the dash/page, set dimensions to 100×300 pixels and set “Chrome type” to “Title only.”

Under “Miscellaneous” check the box for “Server Render.” Then click OK and save/publish the page. Once the page refreshes after save, you should see your stoplights.

Going forward, your users will simply click the “edit icon” next to the row of stoplights to update the status indicators.

Use images/icons instead of dots

If you’d prefer to use images/icons, you can alter the other calculated column formula included above to include an image URL in place of a dot as seen in the example below.

Copy and paste this script from the GitHub gists at the top of this post.

A better way to display “today’s events” from multiple calendars in SharePoint on your intranet home page

today at LMH

Below on the left are two traditional, out-of-the-box solutions for showing Today’s events in SharePoint. Notice how both take up a lot of extra space repeating today’s date (which we don’t need to see at all in a web part called “Today’s Events”) or showing gray space where there are no events. Soak that in – prime real estate on your home page goes to non-existent events. These also may require overlays and other manual labor processes that need adjusted every time a calendar is added or removed.

But on the right is what you could have. It uses search instead and displays events from all calendars a user has access to in one place. It shows only the necessary information on the home page and links to full details. And with a little CSS included in this post, it can look polished and themed. Imagine all you could do with that saved space on your home page…

Also seen above: Adding local weather to your SharePoint intranet home page
and a “this week’s menu” button for your intranet

Continue reading “A better way to display “today’s events” from multiple calendars in SharePoint on your intranet home page”

Adding local weather to your SharePoint intranet home page

Update 5/9/2019: AccuWeather has discontinued their widget. Watch
https://www.accuweather.com/en/free-weather-widgets for updates.

weatherI jokingly said at a recent presentation that I thought adding weather to our intranet’s home page was a good idea for employees like me who work in the basement and don’t see much of “the outside.” But it can also help with planning and decisions depending on your industry and daily routines.

Accuweather has a free script for a widget you can use that resizes perfectly on different screen sizes. I’m impressed with its simplicity and how dynamic it is.

All you need is a script editor where you’re placing the weather on your page and the following script from Accuweather.com. This script will work as-is from a straight copy and paste, but you should generate your own code from their website to paste after the closing style tag so that when clicked, users will be taken to more info specific to their location instead of mine. You can start from scratch on their site, just be sure to add the “style” tag and content below before the script they generate for you. This will get rid of a rather pesky button they include.

Upgrade your image slider on SharePoint

Your image slider is okay. But you’d like it better if it had a makeover (50 points to whoever can guess the commercial reference).

This post will show you how you can take your out-of-the-box content search web part slideshow from this:

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to this:

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This solution supports multi-line descriptions that don’t get cut off. It gets rid of that dreadful partially transparent overlay and gives you more of your photo uninhibited by messy design. It’s more modern, lighter and sure to impress. At the end, be sure to adjust the CSS to match your own color scheme and size needs.

Continue reading “Upgrade your image slider on SharePoint”

How to create a dynamic “this week’s menu” button for your intranet

People jokingly (or not) sometimes tell me the only reason for which they use the intranet is the cafeteria menu. So on a recent draft of a redesigned homepage, I introduced a prominent “Menu” button that would always be linked to the most recent menu uploaded by dining services.

menu

Previously people would click a link which took them to a document library where the current menu lived, and would open it there. 2 clicks.

I had two goals for this project.

  1. Get it down to 1 click.
  2. Never have to manually update the link for the button. Set it, forget it.

Note: this could easily be applied to newsletters, updates, meeting minutes, etc. Anything that is published on a regular basis that could benefit from an always-current hyperlinked button.

Continue reading “How to create a dynamic “this week’s menu” button for your intranet”

Intro to conditional formatting & rules/validation when customizing SharePoint new item forms with PowerApps in Office 365

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This post will introduce you to some basic conditional formatting, rules & validation ideas you can implement today in your customized SharePoint forms using PowerApps. And don’t worry – if you start making changes to your form and don’t want to keep them, you can easily switch back to the original SharePoint form.

Continue reading “Intro to conditional formatting & rules/validation when customizing SharePoint new item forms with PowerApps in Office 365”