We all have to-do lists, many of us work on projects, and we all work in one or more teams. Microsoft has been kind enough to provide many tools to help us manage tasks, some may say too many tools. They all have different strengths and weaknesses, which make them appropriate for different scenarios.
This session explores some of those tools, including Exchange, Planner, Project, Dynamics 365, Visual Studio and To-Do. They will be compared and contrasted within the context of authentication, collaboration, interfaces and integration.
This session will provide an insight into the strengths and weaknesses of the tools so that you can better assess your needs and choose the best tool for the job.
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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
2.
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?
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
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!
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
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 -
Planner – no update trigger
Exchange – no update trigger or action
To-Do – no trigger and no update action
To-Do
No direct API
No access to full To-Do functionality