![]() Microsoft Planner and Microsoft Project are both valuable tools within Microsoft’s portfolio of project management apps, but they cater to different project management needs and levels of complexity. Microsoft Teams Project Management: Successfully control and manage projects.As we delve into the specifics of Microsoft Teams task management, we’ll explore how these tools can be harnessed to enhance team productivity and streamline workflows.įor a deep dive into many other project management topics, take a look at this blog article: Whether it’s creating a new task in response to a chat message, or tracking the progress of a complex project, Teams provides the tools and flexibility necessary for efficient, collaborative task management. Navigating tasks becomes intuitive and straightforward when you use Teams, thanks to the integration of Planner and Tasks, which provide a comprehensive task management solution. Built-in functionality allows users to assign and track team tasks from Planner directly within the Teams platform. Among the multitude of capabilities that Teams brings to the table, task management stands as a critical component. Teams enables users to efficiently manage tasks, participate in video conferences, exchange chat messages, share files, and much more. Planner is covered in Chapter 15 of the Office 365 for IT Pros eBook.Microsoft Teams is a powerhouse for collaborative work. ![]() However, that integration is not as slick or easy to use as the To-Do integration is. Remember that you can also synchronize Planner tasks with Outlook. Figure 3: Working with a Planner task in To-Do for iOS ![]() The mobile app seems to be a little smoother than the browser client, which sometimes pauses slightly when moving from task to task. To see Planner tasks in the To-Do mobile clients, you need version 1.56 of that app (Figure 3). If you need to perform these actions, click the Open in Planner link to open the task using the Planner app. To-Do synchronizes any updates back to Planner where they appear almost immediately. Mark a task as completed or mark a completed task as incomplete (but not mark a task as in-progress).In this case, you can work with tasks to: Some Compromises in FunctionalityĪll integrations come with some compromises. Users probably won’t notice this because all they’re interested in is being able to work with tasks as if they were native To-Do items. Some differences in nomenclature are obvious: Planner’s checklist for a task becomes steps in To-Do while a task description are shown as notes. To-Do does a good job of presenting Planner tasks in its interface. ![]() Eventually, the synchronization completes and you can work with the Planner tasks (Figure 2). All assigned tasks from all plans are synchronized, which means that the initial step to bring the tasks into To-Do can take a little time if, like me, you have hundreds of assigned tasks. The integration is one-way: Tasks assigned to a user in all plans in a tenant appearing in that user’s My Tasks list in Planner are synchronized to To-Do where they appear in the Assigned to Me list. Figure 1: Enable Planner synchronization in To-Do settings One-Way Traffic Alternatively, accept the invitation to track tasks assigned to you in Planner that should appear in the lower left-hand corner of To-Do. To enable To-Do to connect to Planner, set the Tasks from Planner slider in To-Do settings (Figure 1). The integration promises users can view, edit, and complete Planner tasks from To-Do, and that’s exactly what happens. Promised for Q2 CY19 in Office 365 Roadmap item 48624, the integration between Planner and To-Do is now rolling out (the option showed up in version 1.56.3 for the browser interface). Synchronize My Tasks from Planner to To-Do Synchronize My Tasks from Planner to To-Do.
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