Which O365 Task Management Tool Should You Use?

Microsoft 365 has a lot of task management tools, and it's not always clear which you might want to use in which scenario. We'll give you an overview of each and why you might use one over the other so you can keep track of your tasks. We'll be walking through To Do, Planner, Lists, and Tasks in Teams.

Check out these other videos we mentioned:

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0:00 Intro
1:10 Microsoft To Do
4:25 Microsoft Planner
9:57 Microsoft Lists
11:31 Tasks in Teams
13:54 Which Should You Use?

#taskmanagement #o365tools #taskmanager #powerapp #powerautomate #m365 #citizendeveloper

[unfgreen]

Terrific summary of how the many Microsoft task management tools work together.

[strategik]

One of the best explanations of Microsoft task management tools I have seen for a long time. Thanks for sharing.

[joakimwasseng]

Planner
ToDo
Lists
(Tasks for Teams)
Project on the Web
Project Roadmap
Project Desktop
(Additional options PowerApps, PowerAutomate)
Dynamics Projects

Microsoft sure makes it easy…

Edit: That was no reflection on your video though as it was great. Well executed learning video free of charge, what’s not to like 😁

[borg]

great I learned the basics- now I can go explore all of them see which ones fits me.

[TechFutureToday]

Thanks for the summary of each. Based on this video, I may pivot to Teams-->Tasks.

[ChasHoff]

Excellent comparison! MSFT is making a huge mistake by protecting their Project app cash cow IMHO. That’s why tools like #slack and Wrike are growing so rapidly. It wouldn’t take much to make Planner the real powerhouse of the bunch to stave off the competition, but the current (intentional) limitations are significant.

[Pablo_Trader]

Thank you for this video. I'm new to Microsoft 365 and trying to get my head around these task management tools. This video has been a good introduction, and I'll be looking for any other videos you have on this subject.

[jig]

This is an excellent video. I'm a frequent user of ToDo, and I really like it. I do wish I was able to set multiple levels of importance to my various task. Something like high, med, or low. I do have tasks that I mark as important but some are more important than others. I absolutely love the My Day feature, it really helps with focusing on tasks I really want to complete on a given day. Having access to the app on my phone, laptop, and on the web makes using it friction-free. Great video, thanks for sharing. You have a wonderful voice for this kind of content.

[Proximian]

Microsoft Planner and Project work hand in hand for small to large projects. Project is great for creating complex schedules with resource allocation, etc. but it's not so good for assigning day-to-day tasks to your team to collaborate and track.

Planner is great for assigning the project day-to-day tasks with team collaboration but it's not good for planning complex schedules. This is why Microsoft created both tools to complement each other. The true power of using these tools is to use them together.

Create projects using templates on Planner and assign your team tasks, track comments, share files, etc. Then in Project, you create and manage the project schedule, milestones, budget, resources, etc.

[Han-dle]

I love To Do. I just wish there was a way to integrate it with Gmail, so I could use it for my personal stuff too. I also wish that when you opened the outlook item from tasks, it opened it in desktop Outlook rather than Outlook Web. Other than that, to do helps me be very productive at work.

[bodyclockcoach]

Random takeaways :

Flagged emails show up in Microsoft To Do
Commenting in Microsoft Planner does not provide a notification
Can link Teams with Planner
Tasks is a useful section in Teams where we can view tasks on other platforms like Tasks and Planner

[georgesiau]

Great overview thank you. It's a new year so I wanted to be more organized with office tools that shares items, notifications, etc. Especially with Teams since that is increasing popularity in use in our company. Your overview already helps in gaining insight. I will check some of your other videos as well. Kind regards.

[loladventureske]

Well explained coverage, however, Microsoft should really work on really pointing out the differences of these apps. Most do almost similar stuff which ends up being confusing, especially when explaining to a potential client, jeez! 🤯

[nicolepark]

What about integration with OneNote? What tool(s) do you recommend? I take meeting notes and would like to have my action/follow up items pull into a central system.

[lsteiner]

Thanks muchly! You are very clear and concise, and have helped immensely in my quest to become better organized. Cheers!

[adamnewton]

Super informative video. Arguably better than what linkedin learning is offering. Thank you!

[ttsemi]

Thanks for sorting out the MS PM maze in a clear, well-done video. For my team, we have 9 publishing cycles within the year done by Committees, and separately track progress on about 60 documents processed by a pubs department. So I think I will try MS Tasks for the activities in the 9 publishing cycles and Lists for the pubs department. Cheers-- Tim

[riteshprajapati]

Thanks for providing good explanation regarding overall Microsoft Task Management different tools. I think Lists and Planner can be used to do overall Project Management but here one limitation is that it can't be co-related with each other.

[hasnat]

thanks for introducing TASKs. Effective

[mexifilipinahny]

Thank you so much for this video. It was exactly the break down that I have been looking for!