With this article, I would like to revisit the topic and summarize all the available task management options in SharePoint and Office 365 in a single article. I have written a number of posts lately on various tools that we have now in Office 365. Tasks for temporary project teams we are part of, tasks for departments and business units, personal tasks. While, for the most part, we use SharePoint and Office 365 to store documents, the second most important function of our daily routine is to track and complete tasks. Hey, after all, to get things done, we need to complete tasks. If you are on premise, you need to make sure to install Exchange 2013 next to your new SharePoint 2013 install, and then setup the S2S protocol following the steps described in this document.Everything is a project! This is my main motto in life. If you are using Office 365, you are done, this feature works out of the box. I am an admin, how do I make sure this is working The simplest solution is to use Project online on Office 365, if you do, make sure to use Exchange on Office 365 as well to take advantage of this new feature. To be able to sync your tasks, your mailbox needs to be hosted on an Exchange 2013 server deployed in the same topology. What version of Exchange Server is this new feature enabled with? In Project Web App, go to Tasks and click the Sync to Outlook button on the Tasks tab. On a SharePoint tasks list, click the Sync to Outlook button on the Lists tab. Note: In each case, clicking the button will show the opt in dialog described above, and the same behavior will happen. Other Entry points to opt inīut My Task isn’t the only one entry point, a user can opt in from any tasks list in SharePoint or Project Web App. Check the Sync tasks checkbox.Īfter a short time the dialog will disappear and your tasks will start to sync. Then click on the Sync to Outlook button on the Tasks tab.Īfter clicking that button, the opt in dialog is shown. ![]() Go to your SharePoint Newsfeed and click on Tasks. Mark a task complete in Outlook Web AccessĪnd when I need to add a new task, I can create a personal tasks from any client (Outlook, OWA, etc.) it will automatically be synced to My Tasks on SharePoint. Same with the other properties – change a due date, update percent complete or edit the title, all these properties can be edited from any endpoint now and the changes will be synced back so the change is visible to everyone. ![]() If the tasks is from a Project Web App controlled project, the update will show up for the project manager to approve. While on the go, I can mark a task complete from my phone, and when the information is synced the task will now show up as complete in its original tasks list. ![]() I also added a few personal tasks.Īnd here are my tasks in on my mobile phone The tasks listed here come from a Project Site connected to Project Web App and a SharePoint tasks list. Here are my tasks in the new My Tasks area. This builds on what was possible with Project 2010 Exchange Tasks Sync. With Exchange integration you can now see all of those tasks in Outlook. SharePoint 2013 introduces a new feature called My Tasks which aggregates all the tasks assigned to you in SharePoint, Outlook and Project into one experience. If you live in Outlook, or when connecting to your Project Site is impossible, it is good to have your assignments and tasks in Exchange so you can see and edit them via your favorite Exchange client – Outlook, Outlook Web App, or your mobile phone, even when you are offline.
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