To Do: How to manage tasks effectively
- 1. blog.eardley.org.uk To-Do: How to manage tasks effectively SharePoint User Group London Alan Eardley 17th May 2018
- 2. blog.eardley.org.uk About Me • Twitter: @al_eardley • 20 Years in IT • Prosci© Change Practitioner • Scrum Master • PRINCE2© Practitioner • MCSA: Office 365 • MCSE: SharePoint (2013) • MCSE: Productivity (2016) • MCSE: Cloud Platform
- 3. blog.eardley.org.uk 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?
- 4. blog.eardley.org.uk What are tasks, and what are they for?
- 5. blog.eardley.org.uk 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
- 6. blog.eardley.org.uk What makes up a task? Description Assignee Priority Start date Due date Status Category
- 7. blog.eardley.org.uk Scope Individual • Tasks • Personal • Private Team • Tasks and assignments • Collaborative • Tracked • Governed? • Reported? Enterprise • Tasks and assignments • Collaborative • Tracked • Governed • Reported • Used to plan
- 8. blog.eardley.org.uk What do we need to manage?
- 9. blog.eardley.org.uk Management requirements Planning “Backlog” Prioritise Dependencies Doing Deliverables Assignments Monitoring Throughput/Velocity On track/behind Managing Impact of change Delays
- 10. blog.eardley.org.uk What options are available?
- 11. blog.eardley.org.uk Options Exchange Task Lists To-Do Planner Visual Studio SharePoint Task Lists Project Online Staff Hub Dynamics365
- 13. blog.eardley.org.uk How do they compare?
- 14. blog.eardley.org.uk Access and interfaces Product Web App Windows To-Do Native* To-Do Outlook, To-Do Exchange Tasks Outlook Online To-Do Outlook, To-Do Planner Native Teams > Planner Teams Visual Studio Online Native Teams > Web Visual Studio/Teams SharePoint Task Lists Native SharePoint Project Online Native O365 Time Reporting Project Staff Hub Native Staff Hub Dynamics365 Native D365 for Phones
- 15. blog.eardley.org.uk Integration with Flow Product Flow (Triggers) Flow (Actions) To-Do None 2 – Add & list Exchange Tasks 2 – Added & completed 8 – Create, complete & list Planner 3 - Create, assign & complete 10 – Plan & task Visual Studio Online 10 – Mainly work items 12 – Work items & queries SharePoint Task Lists 9 – Files & items 28 – Create, delete & update Project Online 4 – Create & publish 7 – Create, publish & list Staff Hub 10 – Shift related 13 – Shift related Dynamics365 6 – Record related 9 – Record related
- 16. blog.eardley.org.uk Data Access and Reporting Product Reporting Data Access PowerBI To-Do Native* REST Custom Connector Exchange Tasks Outlook Online Graph & REST Custom Connector Planner Native Graph & REST Custom Connector Visual Studio Online Native REST Content Pack SharePoint Task Lists Native Graph & REST Connector Project Online Native REST Content Pack Staff Hub Native Dynamics365 Native REST Content Pack
- 18. blog.eardley.org.uk Summary • Personal – Exchange – To Do • Team – Planner – SharePoint task list • Development Team – Visual Studio • Project and Programme Management – Project Online • Sales/Field Service/Project Service Automation – Dynamics 365
- 19. blog.eardley.org.uk Office 365 | Dynamics 365 | Azure | Project Online Thank-you Twitter: @al_eardley LinkedIn: Alan Eardley
Editor's Notes
- #4: Key is the interface
- #6: There are obviously an infinite possibilities with regards to the values stored against a task
- #7: There are obviously an infinite possibilities with regards to the values stored against a task
- #8: Tracked – visible progress Governed – defined process Reported on – historical stats Used to plan – resource/capacity planning
- #13: Outlook To-Do Web Mobile
- #15: To-Do – not available online using Office365 account
- #16: Planner – no update trigger Exchange – no update trigger or action To-Do – no trigger and no update action
- #17: To-Do – not available online using Office365 account