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Project online sync to Outlook


Project online sync to Outlook

Ever since the "Sync to Outlook" button have been disabled I have looked for other ways to do this.
The other day I found a way for a project manager to do this - it requires a little bit of configuration though.
In the following we will create a calendar for one project and have the team members connect to that project.

SharePoint calendar

On your project site create a new calendar.
Give it the same name as your project.

Flow ->

As a project manager go to Flow and create a new blank flow: https://emea.flow.microsoft.com/ 
Insert a new trigger of the type "When a new task is created".

Type in your PWA URL.
Insert a new condition and configure it match your project name.
If the condition is not met let the flow exit without any further steps.
If the condition is met configure the flow to create a new SharePoint list item and chose your calendar as the list.
Set the start, end and title to match the task.
That's it, publish the flow.
If you create a task in the project you will now see the calendar being populated (after ½-1 min).

Outlook

Last step is for the team member.
Ask your team members to navigate to the calendar and click on the "Connect to Outlook" button.

Outlook will then open and you will see the calendar next to your personal calendar.
They can even use the overlay function to see how they have planned the week against the project tasks.



Comments

  1. Thank you! I'm trying to see if it's possible to pull details of the assigned resource across but at a cursory look, it doesn't seem as though that information is able to be exported from the Task to the Appointment.

    ReplyDelete
  2. Hi Kieran,

    Currently i there is no way to extract assignment information directly.
    However, with a little VBA the Notes field could be utilize to get this info into the calendar.

    ReplyDelete
  3. In my case the calendar lists (event list) do not show up when I want to connect to the calendar list to which the events should be added. I can see 'normal' lists from the sites though. What could be the problem here? tried on different tenants, same result.

    ReplyDelete
  4. My remark above is fixed. See this link: https://powerusers.microsoft.com/t5/Building-Flows/Can-flow-handle-quot-event-lists-quot-SharePoint-calendars/m-p/32510#M2982

    ReplyDelete
  5. This has gotten me closer than anything else I've found, but I still have one issue. When the date of a task changes, is there anyway to have the calendar event automatically update?

    ReplyDelete

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