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Send Office365 calendar event to a WF task with description, assignments, and duration.

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Level 6

12/13/17

Although I would use this feature for a very specific outcome, I could see it being used in a number of ways. My use case is as follows:

I currently enter each of my project meetings as a working task under a summary task of "Project Meetings." Each meeting's agenda and notes are attached as documents to their relevant working task. Each meeting's participants are assigned to the working task. The end result is that I have one summary task that can calculate the total labor hours invested in project meetings, and all meeting documents are easily accessible to the team.

With that in mind, in the same way that an e-mail can be converted to a project task directly from Office365, I would like to convert a calendar event to a project task.

Where possible, the WF task should be:

  • Assigned to all meeting participants by cross-referencing the email addresses in the event's invite list to user email addresses in WF.
  • Each assigned participant is 100% allocated for the task.
  • Set to "Calculated Work" duration type
  • Set to "Fixed Date" task constraint with the event's date and start/finish times.
  • Planned Hours should then match the event's duration X number of users assigned.
  • Set to Cost Type: User Hourly

Configuring the task in this way allows the PM to automatically calculate and sum the cost of meetings to a project's total cost.

(This feature may be possible in the locally-installed Outlook Add-In. I can't find out because our IT security policies don't allow us to install the prerequisite VSTO or run the .exe file to install the Add-In. Therefore, we are limited to the features available for the Office365 Add-In.)

As a partial solution, I have attempted to convert the e-mail invite into a WF task using the Add-In, but that generates an error "TypeError: Unable to get property 'name' of undefined or null reference."

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