How to Manage Tasks using Microsoft Teams

In this detailed tutorial, we’re diving into Microsoft Teams and its powerful task management features that can help you stay organised and productive. Whether you’re a seasoned Teams user or just starting out, we’ll guide you through the steps to master task management using the Planner App, Teams tabs, Loop Task Lists, and more.

🔍 What You’ll Learn:

Introduction to Task Management in Teams: Understand the importance of efficient task management and how Teams can help streamline your workflow.

Using the Planner App: Learn how to access and navigate the Planner App within Teams, create and manage tasks, and organise your projects effectively.

Adding Planner Tabs to Teams Channels: Discover the benefits of adding Planner tabs to your Teams channels for easy access and better team collaboration.

Creating Tasks from Chat Messages and Channel Posts: See how to create tasks directly from chat messages and channel posts using the three-dot menu, and manage them within the Planner App.

Using Loop Task Lists in Group Chats or Teams Chats: Explore how Loop Task Lists enhance real-time collaboration on tasks in group and Teams chats.

⭐️ Additional Resources:

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🕒 Video Timings:
00:00 Introduction
01:14 Exploring and Using the New Planner App in Microsoft Teams
04:33 How to Add the New Planner App in Microsoft Teams for Team Tasks
07:41 How to Create Planner Tasks from Microsoft Team Channel Posts
10:16 How to Create Microsoft To Do Tasks from Microsoft Teams Chat Messages
11:36 How to Create a Planner Task List in Group Chat using Microsoft Teams
14:11 Summary

#MicrosoftTeams #TaskManagement #Your365Coach

[briankinzie]

One thing I noticed with task creation from a message, is that the url in the Teams -> Planner app is not a hyperlink, so you have no way to jump back to the original message and see the content (i.e. screenshots etc). Thankfully it is a hyperlink in ToDo desktop App and New Outlook ToDo tab, but still I think is an oversight in the Teams app itself that hopefully will be corrected soon!

[sarahjohnsonontv]

Thanks for this information! What is the best way to link emails requiring a follow-up to a to-do/ planner task?

[eastudio-K]

For some reason there is no calendar view when in teams, but on the web there is a calendar, I mean when in planner app

[richardwaldron]

Awesome demo, really useful advice in there. I've learnt a lot that will very useful for me and my team. Thanks for posting.

[Michael-liid]

7:53 incredibly useful! however it is not showing me all the plans in my drop down?

[gilron]

I am not sure if to open tasks in one place under the Team or to use a different channel for each topic and open the planner section under each channel - can you advise please?

[moveworkforward]

have you seen how the Planner is used inside teams (by teams I mean a group of people)?

[alexeybartashevich]

Good summary, will share with my team 👌

[ChiefNoble]

Would like to see how how the email will follow up each assignee till the his\her is done!

[alextlima]

Hi Scott! Great video! Thanks a lot! So, I am started to use New Planner but I felt some features like historic data in cards has been lost in this new version. If I am not wrong there is a way to write some information in cards, but is limited. And these historic data could be found only when Planner is connected with a group in in Teams. Please could you talk about this?
Best Regards, Alexandre

[JeffWaters]

I track tasks in Notion but want to switch to corporate 0365. Sometimes I need to assign tasks to people outside my organization. Can I add a field for this in 0365?

[jonathanwcousins]

How do Plans created in Loop interact with planner?

[OliviaBoxPower]

What are the differences between to-do tasks and planner tasks? As far as I can see you cant assign to-do personal tasks to buckets and move them across a kanban board?

[SimSwitz]

Hi Scott, great video as usual. I have not been able to add a planner premium plan to a Teams channel. Is this not possible? I assumed I would be able to and my team members without a Planner/Project license could just see the basic view.

[philippegarcia]

Very useful... Thanks for the video..

[Brian_J_Taylor]

Thanks Scott. Great work. A couple of questions from me.

1) Having moved from Trello I still find it frustrating that I cannot add images or upload files directly to a planner task. Other than add in a URL to the image or file in the body of the planner task, have you found a smart way to do this? (I use a Loop table at the moment to paste images)

2) Related to above, often I want a copy of an email (with its attachments) in the planner task. Is there a smart way to do this also? At the moment I drag the email into OneDrive and share the link within a Loop table. Just seems to be too many steps. I looked at Power Automate but gave up.

Welcome your wise thoughts 🧐

[kale]

Can we create template cards if we have an item with the same to do list each month? I'm trying to streamline everything I can

[uncicornis]

Is it possible to now see tasks setup in project or advanced planner subscription in teams summary or only basic planner tasks?

[mikellock]

Our organization has a shared email mailbox which is monitored by many people. Typically one person monitors it on any given day. I can’t seem to find a way to take a given email… create a task and share it to a person on the team. There seems to be no way to associate an email to that specific task. Ideally, I’d like to right click on an email and create a task from it. I did find an add on that appears to be able to do this, however spending money on that functionality is going to be a non-starter.

[stoltzk]

You must be using a newer version because I do not see My Day, My Tasks, My Plans.