#Manage tasks in outlook how to
#Manage tasks in outlook software

You will get a prompt, asking you to confirm the connection to Outlook.Go to the root of your Task List, List Tab > Connect to Outlook.

#Manage tasks in outlook how to

How to connect SharePoint Task List to Outlook: Since today we are talking about Tasks, let me explain how to connect SharePoint Task list to Outlook and manage SharePoint tasks from within Outlook. However, as indicated in that same blog post, you can also connect other SharePoint lists, like Tasks, Contacts and even a Discussion Board. Usually most users use this feature to sync SharePoint calendars with Outlook calendars. A while back I published a detailed blog post on how to connect SharePoint with Outlook. Option 3: Manage Tasks in SharePoint using OutlookĪnother cool way to manage SharePoint tasks is by managing them from your Outlook email client. Please see this blog post for additional information and instruction on the topic

Before using this method, need to decide proper approach and security/permissions on who controls the schedule (Project Manager via MS Project or regular team members via SharePoint Task List).

Ability to combine flexibility of MS Project with simplicity of SharePoint Task List.

Such a combination allows Project Managers to benefit from advanced functionality of MS Project, such as resource and schedule management, and at the same time allows your team members to access the tasks via web-based, clean user interface (SharePoint Task List). I actually recently published a separate, pretty detailed blog post on how to sync SharePoint Task List and MS Project. How to manage SharePoint Tasks with MS Project

#Manage tasks in outlook software

You can either open the Task List using MS Project software or synchronize an existing MS Project Schedule with Tasks web part. If you are into more serious project management, and SharePoint Tasks web part is not enough, you can use SharePoint Task List in conjunction with the MS Project. Option 2: Manage Tasks in SharePoint using Tasks web part and MS Project

Not as robust in terms of functionality as MS Project.

Pre-built views (My Tasks, Late Tasks, Upcoming Tasks, Gantt Chart, etc.).

Ability to send email notifications when tasks are assigned.

Web-based interface, no need to need for special software.

Then click Add (on the right side of the screen).

To insert a newly created Task List to the Site homepage, click on Page > Edit > Insert Tab > Web Part > Name of Task List you created.

To create a Web Part go to Site Contents > Add an App > Tasks Web Part (you need to have Admin privileges to do this).

Users with Contribute permission level will not be able to add tasks to Timeline NOTE: To be able to add tasks to the timeline, user needs to have Edit or above permission level. To help with that, you can add tasks to the timeline that is prominently displayed just above the task list. Sometimes task lists can get pretty complicated and hard for end users to visualize.

And the absolute beauty is the timeline.

You can create subtasks, just like in MS Project.

You can alter that setting in the Advanced Settings of the Tasks Web Part You can configure the task list to send an email to the individual(s) in the Assigned To column.And vice versa, by changing % Complete to 100%, it changes Task Status to Completed. By marking Task Status to Completed, it changes % Complete to 100%.While at the core – it is just like another list in SharePoint with rows and columns containing content and metadata, it also has some specific task management “smart” functionality. For every new task created, you need to fill in the out of the box metadata like task status, priority, start and due dates, etc. You, of course, can customize it with metadata if you wish. It has been part of SharePoint for a while but in SharePoint 2013 (SharePoint Online/Office 365) it got a major face-lift and technical improvements, like an ability to display tasks on a timeline. The web part can be used right out of the box. If you are looking for simple, out of the box, web-based task management, there is already a cool web part available to you that you can use. Did I mention that this topic is quite dear to my heart since I spent 15 years in Project Management? Option 1: Manage Tasks in SharePoint using Tasks web part Your choice will be based on personal preference and comfort with technology. In this blog post I would like to describe 3 ways you can manage tasks in SharePoint. If your organization is using SharePoint, there is a pretty robust task management capability built in.

From hand-written notes to Excel, Outlook, MS Project or some online “To-Do” type applications. In fact, tasks are such a staple of our work, that over the course of my career, I have seen people use any available medium to manage them. Every day we have new tasks that come up, get completed or re-assigned to others. Let’s face it, Task Management is a core part of any project or day at work for that matter.