Presented at SharePoint Saturday London (2017) 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 Wunderlist. They will be compared and contrasted within the context of authentication, collaboration, interfaces and integration:     • Collaboration         ○ Individual         ○ Team         ○ Sharing     • Integrated or not         ○ Flow         ○ Groups         ○ Teams     • Interfaces         ○ Web         ○ Mobile         ○ Windows     • Reporting 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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To-Do:
How to manage tasks
effectively
SharePoint Saturday London
Alan Eardley
24th June 2017

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Thanks to the Sponsors!

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About Me
• Twitter: @al_eardley
• 20 Years in IT
• Prosci© Change Practitioner
• Scrum Master
• PRINCE2© Practitioner
• MCSA: Office 365
• MCSA: Cloud Platform
• MCSE: SharePoint
• MCSE: Productivity

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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?

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What are tasks, and what are
they for?

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What is a task?
Description
Assignee
Priority
Start
date
Due date
Status
Category

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Scope
Individual
• Tasks
• Personal
• Private
Team
• Tasks and
assignments
• Collaborative
• Tracked
• Governed?
• Reported?
Enterprise
• Tasks and
assignments
• Collaborative
• Tracked
• Governed
• Reported
• Used to plan

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What do we need to manage?

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Management requirements
• “Backlog”
• Priorities
• Dependencies
• Deliverables
• Assignments
• Throughput
• Impact of change
• Completion dates
• Critical path
• On track/behind

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What options are available?

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SharePoint
Task Lists
Exchange
Task Lists
To-Do
Planner
Visual Studio
Project Online
Dynamics365
Sales
Dynamics365
Field Service
Dynamics365
Project Service
Automation

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How do they compare?

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Access and interfaces
Product Web App Windows
SharePoint Task List SharePoint Online SharePoint App
Exchange Tasks Exchange Online To-Do Outlook, To-Do
To-Do Native* To-Do Outlook, To-Do
Planner Native Planner/Teams Teams
Visual Studio Online Native Teams Visual Studio/Teams
Dynamics365 – Sales Native D365 for Phones
Dynamics365 – FS Native Field Service – D365
Dynamics365 – PSA Native
Project Online Native O365 Project Time Project Professional

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Demo

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Integration
Product Flow (Triggers) Flow (Actions)
SharePoint Task List Created, Modified 18 (Files, Tasks and Folders)
Exchange Tasks Added, Completed 8 (Get, Complete, Create, List)
To-Do** Created, Due, Reminder 28 (Task, subtask, reminders,
notes
Planner 9 (Create/Get/Update Tasks, List
Plans, Buckets, Tasks)
Visual Studio Online Created, Updated, Assigned,
check-in, code push
3 (Create/Update work item,
Queue build)
Dynamics365** – Sales Created, Updated, Deleted 5 (Create/Get/Update/Delete/List
Records)
Project Online Project/Resource/Task Created,
Project Published
Create Project/Resource/Task,
Check-in/out, Publish Project

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Data access and reporting
Product Visualisation Data Access PowerBI
SharePoint Task List Timeline REST API, Graph
Exchange Tasks None REST API, Graph
To-Do None
Planner Charts Graph
Visual Studio Online Charts REST API Content Pack
Dynamics365 – Sales Reporting Tools REST API Content Pack
Dynamics365 – FS Reporting Tools REST API
Dynamics365 – PSA Reporting Tools REST API
Project Online Timeline REST API Content Pack

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Summary

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Summary
• Personal
– Exchange
– To Do
• Informal Team
– SharePoint task list
– Planner
• Development
– Visual Studio
• Project and Programme Management
– Project Online
• Sales/Field Service/Project Service Automation
– Dynamics 365

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Questions?

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Office 365 | SharePoint | Project Server | CRM | Recruitment
Thank-you
Twitter: @al_eardley
LinkedIn: Alan Eardley
https://docs.com/al-eardley
https://1drv.ms/f/s!AiVFvB_ll35YjqxwHqQSpcWcruRubA