How to start "Tasks by Planner and To Do" in Microsoft Teams?

How to start "Tasks by Planner and To Do" in Microsoft Teams?

"Tasks by Planner and To Do" is the new name of Microsoft Planner since the merger of the two services. This name did not really simplify matters. The integration of the content, however, has.

In this blog you can find some practical examples of Planner and To Do.

How to open Tasks by Planner and To Do in Microsoft Teams?

Open your Microsoft Teams program . Press the 3 dots on the left, select Microsoft planner.

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All Planner and To Do tasks in one place Teams

In this standard view, you can see the tasks planned for yourself on the one hand. On the other hand, all shared scheduling tasks.

You can use the navigation on the left side to see what types of tasks are active. These are urgent tasks, scheduled tasks, and tasks in your own name.

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In this global overview you can see all tasks assigned to you. These can be tasks that you have created yourself or tasks that have been delegated to you via other teams.

Adding a task in To Do

You can add your own task via Microsoft Teams . Do not select a team and press save as shown in this video.

Tasks from the former To Do also end up in Microsoft Outlook as shown in this screen shot.

Create a task in a project team in Microsoft Teams

If you want to work in a shared project with colleagues or external contacts, it is better to create a task list in Microsoft Team. (not ToDo)

Consult your recent tasks via Microsoft Teams

All recently created tasks can be consulted in one overview.

If you want to go back to the beginning, you can call up Planner again from the left bar in Microsoft Teams.

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Customising tasks statuses & options

Tasks can be converted to buckets, which are categories you can work with to bring structure to your tasks. Participants can also consult these categories.

  • Bucket = categories
  • Progress = For example: Completed
  • Priority = The speed with which this task will or must be completed
  • start & end dates can help you communicate transparently and give others insight into your schedule.
  • Notes: To give others more context of your task.
  • Checklists can be used to identify subtasks.

Also read

The best Microsoft Teams features: 26 tips to get started in 2022!
Tutorial: How to share files in Microsoft Teams?
How can you mute everyone in a Microsoft Teams meeting?
How to activate the weatherman mode in Microsoft Teams?

Jasper

Jasper

Welcome to 365tips.be. On this website you can read articles and experiences about Office 365 with focus on Microsoft Teams. Feel free to ask me a question and I will answer it in a blog post. Help others by giving feedback at the bottom of the articles. This blog is made in Dutch. The multilingual website is offered with best-effort machine translation.
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Annelies Van Damme
Annelies Van Damme
1 year ago

Hi, is there a known workaround to still use Planner in a private channel?

silke
silke
1 year ago

Can I create a task and have it repeated every month?

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