The document summarizes options for managing tasks and work in Microsoft 365. It discusses tools like To-Do, Planner, SharePoint, Azure Boards, Project, and Dynamics 365. Each tool is suited for different scopes of work - from personal task management with To-Do to program and project management with Project. The document also compares the tools based on their interfaces, integration with Teams and Flow, data access and reporting capabilities. It concludes that To-Do, Planner and SharePoint tasks lists are best for personal and team task management, Azure Boards and Project for development work, and Dynamics 365 and Power Apps for custom or industry applications.

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2020
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To-Do, Doing, Done: How to
manage work
Alan Eardley

2. Join us on September 12
… and let’s celebrate 5th Anniversary!
SPS Warsaw Team
Tomek, Edyta, Marcin

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Sponsors and Partners

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About me
• Twitter: @al_eardley
• LinkedIn: Alan Eardley
• Helping clients adopt Microsoft
365
• Teamwork Administrator
• MCSE: Productivity
• MCSE: Cloud
• ProSci Practitioner
• ScrumMaster
• PRINCE2 Practitioner

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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?
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

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

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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
Planning
“Backlog”
Prioritise
Dependencies
Doing
Deliverables
Assignments
Monitoring
Throughput/Velocity
On track/behind
Managing
Impact of change
Delays

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What options are available?

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Options
To-Do
Exchange
Task Lists
Planner
SharePoint
Task Lists
Shifts
Project for
the Web
Project
Online
Power
Apps
Dynamics365
Azure Boards

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Demos

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How do they compare?

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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 (CDS) Power Apps, Teams, SP Power Apps
* Coming soon!

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Tasks in Teams

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Integration with Flow
Product Triggers Actions
To-Do * 2 – Added & completed 13 – Add, complete & list
Planner 3 – Add, assign & complete 13 – Add, complete & list
Azure Boards ** 4 – Add, assign & complete 10 – Add, update & list
SharePoint Task Lists 3 – Add, update & delete 10 – Add, update, list & delete
Shifts 0 5 – Shift related
Project for the Web See CDS See CDS
Project Online 1 - Add 3 – Get & list
Dynamics365 ** 5 – Add, update & delete 9 – Add, update, list & delete
Power Platform (CDS) ** 4 – Add, update, delete & select 5 – Add, update, list & delete
* Includes Outlook Tasks
** Premium Connector

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Data Access and Reporting
Product Reporting Data Access PowerBI
To-Do REST (Graph)
Planner Native REST (Graph)
Azure Boards Native REST Connector
SharePoint Task Lists REST (Graph) Connector
Shifts REST (Graph)
Project for the Web See CDS See CDS
Project Online REST
Dynamics365 Native REST Connector
Power Platform (CDS) Native REST Connector
* Coming soon!

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Summary

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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

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Questions?
@al_eardley

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We are doing this for the first time 
We’d love to hear you feedback!
http://bit.ly/SPSWarsaw2020Online_Survey

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Thank you!
Meet us in-person on September, 12th at Polish Microsoft’s Office!