SPS Oslo - To-Do: How to manage tasks effectively
- 1. #SPSOslo @al_eardley, December 7th, 2019 To-Do: How to manage tasks effectively SharePoint Saturday, Stockholm Alan Eardley Sep 2019 To-Do: How to manage tasks effectively Alan Eardley #SPSOslo, December 7th, 2019
- 3. #SPSOslo @al_eardley, December 7th, 2019 About me • Twitter: @al_eardley • LinkedIn: Alan Eardley • Helping clients adopt Microsoft 365 • Teamwork Administrator • MCSE: Productivity • MCSE: Cloud • ProSci Practitioner • ScrumMaster • PRINCE2 Practitioner
- 4. #SPSOslo @al_eardley, December 7th, 2019 What will I cover? • What are tasks, and what are they for? • What do we need to manage? • What options are available? • How do they compare?
- 5. #SPSOslo @al_eardley, December 7th, 2019 What are tasks, and what are they for?
- 6. #SPSOslo @al_eardley, December 7th, 2019 What is a task? Respond to an email Put together a document Attend a meeting Resolve an issue Build a feature Launch a product Approve a document Deliver a package Repair a tap Clean a fridge
- 7. #SPSOslo @al_eardley, December 7th, 2019 What makes up a task? Description Category Priority Due date Start date Status Assignee
- 8. #SPSOslo @al_eardley, December 7th, 2019 Scope Individual • Tasks • Personal • Private Team • Tasks and assignments • Collaborative • Tracked • Governed? • Reported? Enterprise • Tasks and assignments • Collaborative • Tracked • Governed • Reported • Used to plan
- 9. #SPSOslo @al_eardley, December 7th, 2019 What do we need to manage?
- 10. #SPSOslo @al_eardley, December 7th, 2019 Management requirements Planning “Backlog” Prioritise Dependencies Doing Deliverables Assignments Monitoring Throughput/Velocity On track/behind Managing Impact of change Delays
- 11. #SPSOslo @al_eardley, December 7th, 2019 What options are available?
- 12. #SPSOslo @al_eardley, December 7th, 2019 Options To-Do Exchange Task Lists Planner SharePoint Task Lists Shifts Project for the Web Project Online Power Apps Dynamics365 Azure Boards
- 13. #SPSOslo @al_eardley, December 7th, 2019 Demos
- 14. #SPSOslo @al_eardley, December 7th, 2019 How do they compare?
- 15. #SPSOslo @al_eardley, December 7th, 2019 Access and interfaces Product Web App Windows To-Do Native To-Do, Teams* To-Do, Teams* Planner Native Planner, Teams, To-Do Teams, To-Do Azure Boards Native Teams Visual Studio/Teams SharePoint Task Lists Native SharePoint Shifts Native Teams Teams Project for the Web Native, Power Apps Project Online Native Project Dynamics365 Native, Power Apps D365 for Phones Power Platform Power Apps, Teams, SP Power Apps * Coming soon!
- 16. #SPSOslo @al_eardley, December 7th, 2019 Tasks in Teams
- 17. #SPSOslo @al_eardley, December 7th, 2019 Integration with Flow Product Flow (Triggers) Flow (Actions) To-Do None 2 – Add & list Exchange Tasks 2 – Added & completed 10 – Create, complete & list Planner 3 - Create, assign & complete 10 – Plan & task Azure Boards 4 – Mainly work items 12 – Work items & queries SharePoint Task Lists 10 – Files & items 45 – Create, delete & update Project Online 4 – Create & publish 9 – Create, publish & list Shifts 10 – Shift related 14 – Shift related Dynamics365 5 – Record related 9 – Record related Common Data Service 4 – Created, deleted & updated 5 – Create, delete & update
- 18. #SPSOslo @al_eardley, December 7th, 2019 Data Access and Reporting Product Reporting Data Access PowerBI To-Do REST - Outlook Tasks Custom Exchange Tasks REST (Graph) Custom Planner Native REST (Graph) Custom Azure Boards Native REST Connector SharePoint Task Lists REST (Graph) Connector Project Online REST App Shifts Native REST (Graph) Custom Dynamics365 Native REST App Common Data Service REST Connector
- 19. #SPSOslo @al_eardley, December 7th, 2019 Summary
- 20. #SPSOslo @al_eardley, December 7th, 2019 Summary • To-Do Personal • Planner • SharePoint task list • To-Do Team • Azure Boards Development Team • Project for the Web • Project Online Project and Programme Management • Power Apps • Canvas • Model-Driven • Portals Custom • Sales • Field Service • Project Service Automation Dynamics 365
- 21. Please visit our sponsors who made this day possible! Thank you! Twitter: @al_eardley LinkedIn: Alan Eardley
Editor's Notes
- #5: Key is the interface
- #7: There are obviously an infinite possibilities with regards to the values stored against a task
- #8: There are obviously an infinite possibilities with regards to the values stored against a task
- #9: Tracked – visible progress Governed – defined process Reported on – historical stats Used to plan – resource/capacity planning
- #14: Outlook To-Do Web Mobile Product – Dev -
- #18: Planner – no update trigger Exchange – no update trigger or action To-Do – no trigger and no update action
- #19: To-Do No direct API No access to full To-Do functionality