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To-Do: How to manage tasks effectively
- 1. To-Do: How to manage tasks effectively SharePoint Saturday, Leicester Alan Eardley Nov 2018
- 2. Thank You To All Of Our Sponsors! #spsleicester
- 3. About me • Twitter: @al_eardley • LinkedIn: Alan Eardley • Helping clients adopt Microsoft 365 • MCSE: SharePoint 2016 • MCSE: Productivity • MCSE: Cloud • ProSci Practitioner • ScrumMaster • PRINCE2 Practitioner
- 4. 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. What are tasks, and what are they for?
- 6. 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. What makes up a task? Description Category Priority Due date Start date Status Assignee
- 8. 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. What do we need to manage?
- 10. Management requirements Planning “Backlog” Prioritise Dependencies Doing Deliverables Assignments Monitoring Throughput/Velocity On track/behind Managing Impact of change Delays
- 11. What options are available?
- 12. Options Exchange Task Lists To-Do Planner Visual Studio Online Azure Dev Ops SharePoint Task Lists Project Online Staff Hub Shifts Dynamics365
- 13. Demos
- 14. How do they compare?
- 15. 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 Azure Dev Ops Native Teams > Web Visual Studio/Teams SharePoint Task Lists Native SharePoint Project Online Native O365 Time Reporting Project Shifts Native App/Teams Teams Dynamics365 Native D365 for Phones
- 16. 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 Dev Ops 7 – Mainly work items 12 – Work items & queries SharePoint Task Lists 10 – Files & items 41 – Create, delete & update Project Online 4 – Create & publish 8 – Create, publish & list Shifts 10 – Shift related 13 – Shift related Dynamics365 5 – Record related 9 – Record related
- 17. 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 Azure Dev Ops Native REST Content Pack SharePoint Task Lists Native Graph & REST Connector Project Online Native REST Content Pack Shifts Native Dynamics365 Native REST Content Pack
- 18. Summary
- 19. Summary • Personal – Exchange – To Do • Team – Planner – SharePoint task list • Development Team – Azure Dev Ops • Project and Programme Management – Project Online • Sales/Field Service/Project Service Automation – Dynamics 365
- 20. Office 365 | Dynamics 365 | Azure | Project Online Thank-you Twitter: @al_eardley LinkedIn: Alan Eardley
Notas del editor
- Key is the interface
- There are obviously an infinite possibilities with regards to the values stored against a task
- There are obviously an infinite possibilities with regards to the values stored against a task
- Tracked – visible progress Governed – defined process Reported on – historical stats Used to plan – resource/capacity planning
- Outlook To-Do Web Mobile Product – Dev -
- To-Do – not available online using Office365 account
- Planner – no update trigger Exchange – no update trigger or action To-Do – no trigger and no update action
- To-Do – not available online using Office365 account