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blog.eardley.org.uk
To-Do:
How to manage tasks
effectively
SharePoint User Group London
Alan Eardley
17th May 2018
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
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?
blog.eardley.org.uk
What are tasks, and what are
they for?
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
blog.eardley.org.uk
What makes up a task?
Description
Assignee
Priority
Start
date
Due date
Status
Category
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
blog.eardley.org.uk
What do we need to manage?
blog.eardley.org.uk
Management requirements
Planning
“Backlog”
Prioritise
Dependencies
Doing
Deliverables
Assignments
Monitoring
Throughput/Velocity
On track/behind
Managing
Impact of change
Delays
blog.eardley.org.uk
What options are available?
blog.eardley.org.uk
Options
Exchange
Task Lists
To-Do
Planner
Visual Studio
SharePoint
Task Lists
Project Online
Staff Hub
Dynamics365
blog.eardley.org.uk
Demos
blog.eardley.org.uk
How do they compare?
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
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
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
blog.eardley.org.uk
Summary
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
blog.eardley.org.uk
Office 365 | Dynamics 365 | Azure | Project Online
Thank-you
Twitter: @al_eardley
LinkedIn: Alan Eardley

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To Do: How to manage tasks effectively

Editor's Notes

  1. Key is the interface
  2. There are obviously an infinite possibilities with regards to the values stored against a task
  3. There are obviously an infinite possibilities with regards to the values stored against a task
  4. Tracked – visible progress Governed – defined process Reported on – historical stats Used to plan – resource/capacity planning
  5. Outlook To-Do Web Mobile
  6. To-Do – not available online using Office365 account
  7. Planner – no update trigger Exchange – no update trigger or action To-Do – no trigger and no update action
  8. To-Do – not available online using Office365 account