Like Planner, Microsoft Lists integrates seamlessly with teams by adding the “Lists” app to a tab at the top of your channel. You can view your board as a calendar, or also via status charts such as this status tracker: Planner provides different views of the task board to best provide at-a-glance information. Cards are organized into columns which you can label however works best for the team or project you’re working on. Each task is represented by a card on the board which can display a variety of information including the task owner, description, due date, label, and status. If you wish to use Planner for personal task management, you do have the ability to create a board that is not associated with a group. Project Boards in Microsoft Planner are built on Office 365 groups, and permissions are inherited from the assigned group. Planner is a lightweight project management tool based on visual Kanban Boards for task management and organization.
If you are working with a team and need improved task organization and management, Planner is a great tool. Microsoft planner addresses the need for group task management. Microsoft To Do also allows you to check tasks assigned to you from Planner, simply click the “assigned to you” tab on the menu and you’ll view all the tasks assigned to you in Planner along with which project those tasks are associated with: If you flag an email in Outlook, it is easily referenced from the “Flagged email” tab on the navigation bar of the To Do app. It helps build your personal schedule which is easily referenced on the “My Day” and “Important” tabs in the main navigation menu.Īdditionally, To Do is available via the tasks section of Outlook (replaces Outlook Tasks). To Do is great for granular task management and therefore is a tool you would use on a day-to-day basis.
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It is aimed at individual task management, covering both personal and professional tasks. It is very user-friendly and therefore great for when you are on the go.
It is available on the web, or through the app (both mobile and desktop). Microsoft To Do lists all your tasks in a central spot. Which tool you use will depend on a few things, such as if the tasks are private or within a group, or where you’d like them displayed to best suit your workflow and preferences. This integration is important because if your workflow is in Microsoft Teams, all your tasks are centralized in one place, even if those tasks originate in multiple places. All three of these apps have integration capabilities with Microsoft Teams, but only To Do and Planner shows up in the Teams’ Tasks app. Microsoft Lists is a newer app that has task management capabilities, but its best use is in more specific use-cases which I’ll get into below.
Task management in Microsoft 365 revolves around 2 main tools, To Do and Planner. With the expansion of apps for both communication and collaboration, the need for a convenient place to view all your tasks has become critical. The Tasks app provides notifications for Planner tasks which will show up in your Teams activity feed both on your desktop and in the Teams mobile app.Effective task management keeps us focused and productive, no matter which app or device we are working on. Use these filters to find tasks, or to scope your view to more easily select a group of tasks to change. You can filter My tasks lists by due date and priority, and Shared plan can additionally be filtered by label, bucket, and assignment. Options can vary depending on the list you're viewing. You can also choose More options and then select Delete, Move task., or more. Press and hold the SHIFT key to select multiple consecutive tasks, or press and hold the CTRL key to select multiple nonconsecutive tasks.Ībove the tasks list, on the left, choose Progress, Priority, or Due date and choose an option. Select a task by clicking or tapping somewhere on the task that is not the Complete circle or the name of the task. To change several tasks at the same time, or do a "bulk edit", follow these steps. It also allows you to filter your tasks, which wasn't available to To Do previously. This is called List view, and allows you to change many tasks at once, which wasn't as possible in either To Do or Planner before. Rename the Teams tab for a plan (Tasks app will use this name)Ī unique feature of the Tasks app how it displays tasks and information associated with them in rows and columns.
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Note: To find out how to perform specific actions in Planner, see the Planner help and learning center.
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