![]() Take some time to set expectations on naming tasks, creating and using defined categories, and organizing the buckets you’re going to use.Rather than discussing tasks via email or chat, add comments and file links directly to a task to track status updates and related content in a single source of truth.View your Planner tasks directly in Microsoft To Do.Open the Planner home page or mobile app to see a useful dashboard that displays your upcoming and late tasks, status of all your assigned tasks, and more.Create and organize tasks, track status, and add tags, assignees, due dates, notes, and comment histories to include rich information about each task.The members of the M365 Groups automatically get access to the plans. But if you’re already using Microsoft 365 Groups-including Outlook Groups, Teams in Microsoft Teams, and Yammer Communities-you get a plan with each Group and can create new ones if you need to. ![]() Add members to provide access so you and your team can manage big and little tasks with drag-and-drop ease and a great mobile app. Open Planner from the app launcher on the Office 365 Hub to create a plan. Everyone can generally pick up Planner quickly thanks to its intuitive design, which means you can get up and running with a formalized task management process pretty quickly. Planner is super easy to use and doesn’t require any sort of formal project management experience or training. Tasks are easy to create and update and can interact with tools like Microsoft To Do and Tasks in Teams, and can integrate with the Power Platform, SharePoint, Teams, and other Microsoft 365 services. Microsoft Planner is an easy-to-use, team-based task management tool that organizes tasks using the Kanban project management methodology, organizing tasks in buckets and categories on boards. We hope you find this to be a good starting point, but it certainly won’t cover every situation consider this inspiration, not prescription. And that’s not even considering formal project management tools like Microsoft Project and Azure Boards, which aren’t covered in this resource. There’s certainly some overlap to deal with and this guidance should get you pointed in the right direction as you consider the appropriate task tool for you in Microsoft 365. Should you be using To Do? Or maybe Planner? What about Microsoft Lists and Tasks in Microsoft Teams? And now Microsoft Loop supports tasks too? What are we supposed to do!? With all the tools that Microsoft makes available, they’re trying to offer you choice and to compete in the marketplace with other task-tracking tools so you’re able to store your data in a single ecosystem: Microsoft 365.īut that leaves us with plenty of confusion when talking about lists and tasks in Microsoft 365. Microsoft 365 provides a lot of ways to track tasks-some would say too many! Good task management across your life is a nirvana that app makers the world over have tried to solve the best way possible there’s a reason there are thousands of results among the Google Play and Apple App stores for task apps. This article will provide an overview of the capabilities of the different task management tools offered within M365 and guidance to point you in the right direction as you consider the appropriate task tool to meet your needs. ![]() ![]() Microsoft 365 (M365) provides a lot of ways to track tasks-some would say too many! That leaves us with plenty of confusion when talking about lists and tasks in Microsoft 365. There’s a reason there are thousands of results among the Google Play and Apple App stores for task apps. Good task management across your life is a nirvana that app makers the world over have tried to solve you need it to be efficient, effective, and successful in today’s working world. ![]()
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