Features

All TeamCompanion features documented with detailed description, images and videos.

Working with Outlook Tasks and Flags/Reminders

TeamCompanion integrates Outlook tasks and TFS work items and takes care of the easy transition of data between them.

You can create new Outlook tasks from work items and create new work items from Outlook tasks. These transitions are highly configurable. You can also associate existing work items and tasks wherever it makes sense.

Additionally you can relate Outlook tasks with TFS reports.

Create New Work Item from Task

In Outlook Tasks select a task in the task list. On the Home or TeamCompanion tab, in the Task(s) group, click on the New Work Item from Task button.

Alternatively, you can right-click on the task in the task list and select the New Work Item from Task action from the context menu.

The Create new Work Item dialog box appears. Here you can define in which Team Project the new work item will be created and what will be its work item type. You can also choose whether the source task and its attachments will be attached to the newly created work item.

Next, the New Work Item dialog opens. Some work item fields are automatically filled with values from the original task. In our example, the task subject becomes the work item Title, the task owner name is copied in the Assigned To field, while the task body gets copied into the Description field. These mappings are defined as part of TeamCompanion’s options.

Save the new work item to TFS by clicking on the Save or Save and Close button on the embedded toolbar.

If you have chosen to attach the source task and its attachments to the newly created work item, they can be found on the Attachments tab.

This feature is also available while previewing your task in separate window. On the Task tab, in the TeamCompanion group, click on the New Work Item from Task button.

Create New Task from Work Item

Use this feature to relate your Outlook tasks with appropriate work items.

Select a work item in the work item query result list and on the Work Item(s)/Query tab, in the New group, click on the Task button. Alternatively, you can right-click on the work item in the list and select the New Task from Work Item action from the context menu.

This action will create a new Outlook task and automatically fill some fields with values from the original work item. In our example the Subject is generated using a template in form “[work item Type] [work item ID]: [work item title]. The Body contains work item details.
These mappings are defined as part of TeamCompanion’s options.

The new Outlook task will automatically appear in the Outlook To-Do Bar.

This feature is also available while previewing your work item form in separate window. Click on the New Task from Work Item button on the embedded toolbar and create your new task.
Additionally, you can create tasks from work items while working in the Query Editor.

Attach Task(s) to Work Item

This feature helps you continuously maintain the relationship between your Outlook tasks and your work items. It is also possible to attach more tasks at once.

In Outlook Tasks select a task in the task list and on the Home or TeamCompanion tab, in the Task(s) group, click on the Attach Mail to Work Item action.
Alternatively, you can right-click on the task in the task list and select the Attach Task to Work Item action from the context menu.

Next, the Select Work Item dialog opens. Having selected the desired work item, the task will be automatically attached to it.

This feature is also available while previewing a single task in a separate window. On the Task tab, in the TeamCompanion group, click on the Attach Task to Work Item button.

To attach more tasks to a work item at once, select them in the task list and choose the Attach Task to Work Item action as described above.

The work item attachments attached using TeamCompanion’s actions are automatically marked with the comment “Attached from Outlook by username“.

Attach Task(s) to Work Item using Drag-n-Drop

This very useful feature allows you to quickly attach tasks to your work items.
Open the desired work item in a separate window and open the Attachments tab. Switch to Outlook Tasks, select the task(s) you want to attach, drag the selection to the work item’s Attachments tab and drop it there. TeamCompanion will take care of the rest.

Tipp: You can easily attach any file from Windows Explorer using the same drag-n-drop functionality.

Open Associated Work Item from Task

When you create an Outlook task from a work item of vice versa, TeamCompanion creates an association between these two objects and later offers you the possibility to open the associated work item in place.

In Outlook Tasks select a task in the task list and on the Home or TeamCompanion tab, in the Task(s) group, click on the Open associated Work Item action. Alternatively, you can right-click on the task in the task list and select the Open associated Work Item action from the context menu. The referenced work item will be opened using the enhanced TFS work item edit form in a separate Outlook window. For more information see under Open Related Work Item.

Tipp: If the task contains more associated work items, the Open associated Work Item action will open the last associated work item.

This feature is also available while previewing a single task in a separate window. On the Task tab, in the TeamCompanion group, click on the Open associated Work Item button.

Add Flags/Reminders for Work Items

TeamCompanion provides support for adding various flags and reminders related to work items, enabling you to better organize your work and time.
Flags act as visual reminders in Outlook views and a flagged work item will automatically appear in the Outlook To-Do Bar list, in the Daily Tasks List in Calendar and in Tasks view. If you want to be reminded to take action on a flagged work item, you can add a reminder that alerts you at a pre-defined time.

In the work item query result list, click on the Follow Up flag to the right of the item to set your default flag. For more follow up options, right-click on the flag and select from the drop down Follow up menu.
Alternatively, you can right-click on the work item in the work item query result list and select the Follow Up action from the context menu.

To add a follow up flag to more items at once, select the desired work items in the work item query result list and click on the Follow Up flag.

To add a reminder, in the Follow up menu, click Add Reminder and set up the date and time when you want to be reminded of the selected work item.

Tipp: You can add flags and reminders to documents stored on your team project's portal.

Note: In order to show reminders and tasks for work items in the Outlook's To-Do bar, you need to turn this setting for the TeamCompanion's data file. Right-click on the TeamCompanion node in Navigation Pane, select Data File Properties and check Display reminders and tasks from this folder in the To-Do Bar. This setting is not checked by default.