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To-Do:
How to manage tasks
effectively
SharePoint Saturday, Leicester
Alan Eardley
Nov 2018
Thank You To All Of Our Sponsors!
#spsleicester
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
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?
What are tasks, and what are
they for?
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
What makes up a task?
Description
Category
Priority
Due date
Start
date
Status
Assignee
Scope
Individual
• Tasks
• Personal
• Private
Team
• Tasks and
assignments
• Collaborative
• Tracked
• Governed?
• Reported?
Enterprise
• Tasks and
assignments
• Collaborative
• Tracked
• Governed
• Reported
• Used to plan
What do we need to manage?
Management requirements
Planning
“Backlog”
Prioritise
Dependencies
Doing
Deliverables
Assignments
Monitoring
Throughput/Velocity
On track/behind
Managing
Impact of change
Delays
What options are available?
Options
Exchange
Task Lists
To-Do
Planner
Visual Studio Online
Azure Dev Ops
SharePoint Task
Lists
Project Online
Staff Hub
Shifts
Dynamics365
Demos
How do they compare?
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
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
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
Summary
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
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

  • 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?
  • 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
  • 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

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 Product – Dev -
  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