Easy-to-follow video tutorials help you learn software, creative, and business skills.Become a member

Keeping track of your tasks

From: SharePoint 2013 New Features

Video: Keeping track of your tasks

Every version of SharePoint, since the very first one, has supported the ability to have a task list, so that you could create tasks, assign them to people, watch them progress with the tasks, and complete them. But in SharePoint 2013 we have the ability to synchronize personal tasks--our own work between SharePoint and Outlook-- and this is a great feature. So I am going to go to my Tasks list and I have a couple of tasks, in case you weren't with me earlier the way these tasks got here was I was actually in my newsfeed.

Keeping track of your tasks

Every version of SharePoint, since the very first one, has supported the ability to have a task list, so that you could create tasks, assign them to people, watch them progress with the tasks, and complete them. But in SharePoint 2013 we have the ability to synchronize personal tasks--our own work between SharePoint and Outlook-- and this is a great feature. So I am going to go to my Tasks list and I have a couple of tasks, in case you weren't with me earlier the way these tasks got here was I was actually in my newsfeed.

And I saw something that I felt I needed to do some more work on. And so I decided that I would follow up on it. So for example, I went to this item, and one of my choices is to Follow up. And if I choose Follow up as opposed to Follow, it actually adds it to my Task list. There we go, this is just so convenient because I don't have to switch to another window and log that I want to follow up on this.

I don't have to email it to myself like I do on some other social sites, I really love this feature. Then I can set it as important or not important as I wish. So I have the ability to sort my tasks: Important and Upcoming--loving the timeline-- Active tasks, Completed tasks--actually I have finished this work already, so when I look at Completed tasks it will show me tasks that I have completed after of course it does its update--and I can search for tasks. So this is a great view, but here is where I believe the power of this is.

Let me switch over to Outlook for a minute. I have tasks here in Outlook as well, these are my current tasks, and they are not related to my tasks in SharePoint. When I synchronize to my iPhone, this is the task list that gets synchronized. So I would like to have all my tasks in one place. The easiest way to do that is to synchronize my SharePoint tasks with my tasks here in Outlook, and I am going to do that from SharePoint. So here I am, back in my Tasks list, and I am going to choose Tasks > Sync to Outlook.

It says, it'll sync task between SharePoint and my Inbox, work with them anywhere, my changes show up in SharePoint. Outlook tasks also show up here, in other words if you don't want to read all this, it's a two-way sync. I am going to sync my tasks and click OK. And this will take a second the first time we do this. If you have lots of tasks in Outlook it will take a long time. I'm going to refresh my screen. Look at my active tasks, notice that it's updating and here they are.

This task comes to me from Outlook, this task from Outlook, the other three were already in SharePoint, let's go back to Outlook now. All of my tasks are here, my Outlook tasks and my SharePoint tasks. So now when I complete a task somewhere, like I book my travel, this will be synchronized with SharePoint on the next regular synchronization. If I add a new task here to this list, Register for the Home Expo, and I want to do this next Thursday, due in five days, Save & Close, I have a new task here, and that will be synchronized in the next regular synchronization with Microsoft SharePoint.

So I have three different Tasks lists here in Outlook. The first my To Do List consists of every task created in Outlook and every task that I created by flagging an item and making it something that needed action. So if I was in email and flagged an item or perhaps I flagged a contact so I would remember to call or fax them, it would show up on this list. My Tasks list is all of the tasks that I created in SharePoint for myself and all of the tasks that I created here.

This Tasks list is actually a synchronized list with a particular list in SharePoint, it's not my personal list, it's a specific list in the Inside Homes SharePoint site. So let's go back. Here we are, last updated, a few minutes ago. I am going to simply refresh my page and see if I get an update and I don't yet. But I will on the last regular synchronization, which is typically about every 20 minutes. So this is one of my favorite new features in SharePoint.

One of the things that I've always struggled with, is how to maintain one consolidated task list regardless of where I am. I can have my tasks for my Microsoft Project work synchronized with Outlook. Now that I can synchronize my SharePoint tasks there as well I have the ability to manage my work far more easily in SharePoint 2013.

Show transcript

This video is part of

Image for SharePoint 2013 New Features
SharePoint 2013 New Features

28 video lessons · 10587 viewers

Gini Courter
Author

 

Start learning today

Get unlimited access to all courses for just $25/month.

Become a member
Sometimes @lynda teaches me how to use a program and sometimes Lynda.com changes my life forever. @JosefShutter
@lynda lynda.com is an absolute life saver when it comes to learning todays software. Definitely recommend it! #higherlearning @Michael_Caraway
@lynda The best thing online! Your database of courses is great! To the mark and very helpful. Thanks! @ru22more
Got to create something yesterday I never thought I could do. #thanks @lynda @Ngventurella
I really do love @lynda as a learning platform. Never stop learning and developing, it’s probably our greatest gift as a species! @soundslikedavid
@lynda just subscribed to lynda.com all I can say its brilliant join now trust me @ButchSamurai
@lynda is an awesome resource. The membership is priceless if you take advantage of it. @diabetic_techie
One of the best decision I made this year. Buy a 1yr subscription to @lynda @cybercaptive
guys lynda.com (@lynda) is the best. So far I’ve learned Java, principles of OO programming, and now learning about MS project @lucasmitchell
Signed back up to @lynda dot com. I’ve missed it!! Proper geeking out right now! #timetolearn #geek @JayGodbold
Share a link to this course

What are exercise files?

Exercise files are the same files the author uses in the course. Save time by downloading the author's files instead of setting up your own files, and learn by following along with the instructor.

Can I take this course without the exercise files?

Yes! If you decide you would like the exercise files later, you can upgrade to a premium account any time.

Become a member Download sample files See plans and pricing

Please wait... please wait ...
Upgrade to get access to exercise files.

Exercise files video

How to use exercise files.

Learn by watching, listening, and doing, Exercise files are the same files the author uses in the course, so you can download them and follow along Premium memberships include access to all exercise files in the library.


Exercise files

Exercise files video

How to use exercise files.

For additional information on downloading and using exercise files, watch our instructional video or read the instructions in the FAQ.

This course includes free exercise files, so you can practice while you watch the course. To access all the exercise files in our library, become a Premium Member.

Are you sure you want to mark all the videos in this course as unwatched?

This will not affect your course history, your reports, or your certificates of completion for this course.


Mark all as unwatched Cancel

Congratulations

You have completed SharePoint 2013 New Features.

Return to your organization's learning portal to continue training, or close this page.


OK
Become a member to add this course to a playlist

Join today and get unlimited access to the entire library of video courses—and create as many playlists as you like.

Get started

Already a member?

Become a member to like this course.

Join today and get unlimited access to the entire library of video courses.

Get started

Already a member?

Exercise files

Learn by watching, listening, and doing! Exercise files are the same files the author uses in the course, so you can download them and follow along. Exercise files are available with all Premium memberships. Learn more

Get started

Already a Premium member?

Exercise files video

How to use exercise files.

Ask a question

Thanks for contacting us.
You’ll hear from our Customer Service team within 24 hours.

Please enter the text shown below:

The classic layout automatically defaults to the latest Flash Player.

To choose a different player, hold the cursor over your name at the top right of any lynda.com page and choose Site preferencesfrom the dropdown menu.

Continue to classic layout Stay on new layout
Exercise files

Access exercise files from a button right under the course name.

Mark videos as unwatched

Remove icons showing you already watched videos if you want to start over.

Control your viewing experience

Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.

Interactive transcripts

Click on text in the transcript to jump to that spot in the video. As the video plays, the relevant spot in the transcript will be highlighted.

Are you sure you want to delete this note?

No

Your file was successfully uploaded.

Thanks for signing up.

We’ll send you a confirmation email shortly.


Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

   
submit Lightbox submit clicked
Terms and conditions of use

We've updated our terms and conditions (now called terms of service).Go
Review and accept our updated terms of service.