Task Management System Using Office 365 TAIR 2021

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Task Management System using Office 365TAIR 2021Rohan PatilProgrammer Analyst 3Institutional ResearchTexas Tech UniversityMarch 2nd, 2021

Why Task management is important?Improve ProductivityImprove EfficiencyReduce StressPrioritization of TasksCentral location of all requests andprovided dataMinimize risks of losing requestsSource: ntSaves time

What is Microsoft Flow?Microsoft Flow is a process and task automationtool that helps connect different applications andservices together.“Microsoft itself defines Flow as a tool to “createautomated workflows between your favorite appsand services to get notifications, synchronizefiles, collect data and more”Source: oft-flow-and-how-can-i-use-it/

Microsoft Flow Home Screen

Task Management Flow Chart - DemoTask createdManuallyTask createdusing OutlookEmailTask createdby fillingFormAttachments are savedin SharePoint folderPower BiDashboard forOverview ofTasksPlanner TaskwithinformationfilledRequestorsfilling the formget notifiedwhen task iscreatedWhen Task iscompleted,Assignee getsEmail toApprove orReject itTask info isentered in anExcel online fileand Task numberis generatedCompletedTasks areentered aredocumentedinSharePointlist

FormsThe Form is first filled in and submittedand attachments are uploaded if anySharePointCreating Planner Taskusing FormsThe Submitted form data is sent toSharePoint file and attachments areuploaded in Forms folderPlannerOnce record gets created in SharePoint,a task is created and details along withattachment link are updated

Microsoft Forms to Planner DemoPlease use below link to see the demovideoForms to Planner Video

OutlookEmail with a specific key word insubject is sent to the people whomtask is to be assignedCreatingPlanner Tasksusing OutlookSharePointFolder with email subject is createdand attachments are savedPlannerTask with email subject is createdwith details and attachment links

Microsoft Outlook to Planner DemoPlease use below link to see the demovideoOutlook to Planner DemoVideo

Completion ofTasks,Approval(OutlookEmail) andsaving a logfilePlannerTask is completed by clicking thecomplete buttonOutlookApproval email goes to supervisorto approve/ reject the taskSharePointIf the task is approved, details oftask are saved in a SharePoint list

Completion of Tasks, Approval (Outlook Email) and saving a logfilePlease use below link to see the demovideoApproval, Sharepoint and Planner Demo

PlannerWhen a Task is created, made inprogress or completed an Excel sheetis updated automaticallyGettingPlanner tasksacross Teamsinto Power BiExcel OnlineThis Excel Sheet keeps track of theTask and provides unique TasknumberPower BIDataset is created using Excel onlineand is refreshed automatically

Getting Planner tasks across Teams into Power BiPlease use below link to see the demovideoPlanner to Power BI Demo

IR Task Management ArchitectureIR Recurring Tasks are importedfrom SP list and added to PlannerIR InternalTaskManagementFormOnline DataRequestExternalFormPower Bi DashboardsProvides Overview of alltasksTask Details arein Main SP listWeekly StatusReport is SentExternalRequest ListRequestorsfilling the formget notifiedwhen task iscreatedExternal RequestDashboardTasks whenCompleted arereviewed andmarkedcomplete

Dashboard –Not Started& InProgresstasks

Dashboard –CompletedTasks

Flow StatsTracker

Task Creation : Runs whenever form is submittedFlows whichrun behind thesceneTask Updates: Right now, each team has a flow runningevery hour to check for updates and update the tasks listexcelManual Task Creation: Runs when Task is createdmanually in planner, removes task content and sendsemail to the creator to use forms for task creationTask Completion: Runs when task is completed to updatecompleted by field, start and complete review process

Current FeaturesDrill throughcapability fromDashboard toPlanner taskAbility to filtertasks based onindividualWeekly StatusReport Email

Thank YouThank you for your time!Questions?

Task Updates: Right now, each team has a flow running every hour to check for updates and update the tasks list excel Manual Task Creation: Runs when Task is created manually in planner, removes task content and sends email to the creator to use forms for task creation Task Completion: Runs when task is completed to update

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