Comments on: Arrow-Tip #44 Outlook vs SharePoint: Where to Put What? – Part II

By: Beau

Beau — Tue, 21 Apr 2009 14:16:09 +0000

The one drawback to the “connect to outlook” option is that when you drag-and-drop a task, it’s automatically assigned to your personal tasks, so then you have to step into your tasks pane, and drag and drop it a second time into the Sharepoint task. I think sometimes this creates a new, second task with the same name… so now you’ve got a personal to-do-list task and you’ve got a sharepoint synched task.

I’m looking into how to update this. In outlook, under tools, there’s a greyed out option to change the default tasks for drag and drop. I can’t figure out how to un-grey that and make my sharepoint tasks the default (which would be best).

Another thing I’m looking into is to find some way to update the sharepoint tasks via an email. 3 of the 4 people in my dept are on Macs. Outlook on the Mac — is that even supported still? Entourage doesn’t play nice with sharepoint. So if there was just a way to send your email to everybody with an update, and copy the sharepoint server in your email with some kind of suffix or something, that would be best. But I think I’m reaching for the stars at this point.

thanks for your comments, Beau! The only solution I can think of for your last problem is for the Mac users to just update tasks straight to sharepoint, but I know sharepoint access via Safari is not the same as access using Explorer. Keep us posted on what you end up doing and if anyone has some ideas for Beau, please post a comment! Misty

By: Michael B

Michael B — Tue, 03 Mar 2009 23:41:42 +0000

http://blogs.technet.com/josebda/archive/2006/04/03/outlook-and-sharepoint-integration.aspx

Try this blog it might answer your questions

Michael, this blog looks like a great resource – thanks so much! Misty

By: Kristian Kalsing

Kristian Kalsing — Tue, 03 Mar 2009 22:46:58 +0000

Are you using Outlook 2007? In a SharePoint task list under the ‘Actions’ menu you can select ‘Connect to Outlook’ and that task list will now be synchronised with Outlook. In Outlook you will see a separate task folder for each SharePoint task list you connect to, however the ‘To-Do List’ view shows you a consolidated view of all your tasks (SharePoint tasks, Exchange tasks, personal Outlook tasks, etc.). When updating SharePoint tasks from within Outlook, the changes are automatically synchronised back to the server.

Is this the sort thing you were after? It does require Outlook 2007 though.

Kristian, thank you so much for your comment – I knew there had to be a way to synchronize Outlook and Sharepoint more effectively. I will definitely give this a try and blog about my results. Thanks so much! Misty

By: Ray Medina

Ray Medina — Tue, 03 Mar 2009 21:21:03 +0000

MistyKhan, I’m currently in the same boat as you. Our Project Manager Office (PMO) has developed their SharePoint to send out the task as an email to the Assigned Engineer, the problem that I have is that I’m not always in SharePoint to track these things. So, what I decided to manage both Outlook Task and SharePoint, it’s a bit of work, but I have to make it work for me.

* Receive task through email
* Add task to my Outlook Task
* Update my task with notes, etc
* Update SharePoint.

I totally agree with going with Outlook for task management as you can actually assign the task and actually send status reports right from within Outlook. I don’t like SharePoint Tasks and I wish the PMO office would stop using it.. Hope this helped.

Thanks, Ray, it actually is a big help just to have confirmation that I didn’t miss something obvious and others are struggling with the same issue. Also, if you feel this way about your PMO office then I’m sure I’ve got folks here that feel the same way about me. Thanks again! Misty