Task management with Planner and Microsoft 365 See how task management in Microsoft 365 works as an integrated experience that lets you assign, manage, and complete tasks across your favorite apps including Planner. When you're ready to decide who's doing what, there are several ways you can assign tasks to people in Planner. You can assign someone when you create a task. Add a task name, and then select Assign to choose a plan member from the list. If the right person isn't listed, type a name or email address in the search box to add someone new. It is called Tasks. It has been part of SharePoint for a while but in SharePoint 2013 (SharePoint Online/Office 365) it got a major face-lift and technical improvements, like an ability to display tasks on a timeline. The web part can be used right out of the box. You, of course, can customize it with metadata if you wish. For every new task.
Tasks can also be created from the To-Do Bar and by dragging an email message to the Tasks folder. How to Repeat Outlook Tasks. To repeat a task created in Microsoft Outlook: Set a reminder for the first occurrence of the task. Pick Recurrence from the Task tab. Define the Task Recurrence pattern such as the 1st day of the month or every Wednesday.
Everything is a project! This is my main motto in life. Hey, after all, to get things done, we need to complete tasks. While, for the most part, we use SharePoint and Office 365 to store documents, the second most important function of our daily routine is to track and complete tasks. Tasks for temporary project teams we are part of, tasks for departments and business units, personal tasks. I have written a number of posts lately on various tools that we have now in Office 365. With this article, I would like to revisit the topic and summarize all the available task management options in SharePoint and Office 365 in a single article.
Option 1: Tasks Web Part
The first option is to use the good-old Tasks Web Part in SharePoint. While it may be considered old-fashioned compared to other options we now have, it is still a viable option as it allows you to create own metadata, send emails to those Assigned to the task as well as integrate with MS Project. I provided an overview of its features and capabilities here.
Office 365 Tasks
Option 2: Planner
The option that was like a breath of fresh air was when Planner became available in Office 365. Unlike the task list above, Planner was a much more visual, light-weight task management solution, suitable mostly for agile/informal projects. I extensively documented the significant differences between the Task List and Planner here.
Office 365 Tasks Download
Planner is part of an Office 365 Group, and I also documented this important principle here.
Option 3: Microsoft To Do
This is a new kid on the block as far as task management options. Think of it as a Planner but for personal tasks. Just like Planner, it is entirely web-based, and on top of it – it also integrates with Planner pulling all the tasks assigned to you in one spot! I explained To Do in greater detail here.
Option 4: Project for the Web
Office 365 Tasks Training
This is one of the latest major additions to the vault of available task management tools. Project for the Web allows users to manage complicated projects in an MS Project style capacity, but on the web and under the umbrella of an Office 365 Group, just like Planner. As time goes by, I am sure it will get additional features that it will inherit from its older brother we always had – the desktop version of MS Project. If you want to learn more about the tool, please reference this post.
Office 365 Tasks On Iphone
Option 5: Project Online
Last but not least, the elephant in the room when it comes to task management options in SharePoint and Office 365 – Project Online. This one was and still is the best option for hardcore Project/Portfolio Management. This tool allows you to aggregate multiple project plans, manage tasks, and resources for a portfolio of projects. I blogged about the tool earlier. This tool is a bit outdated by now, but I am sure it is a matter of time before Microsoft modernizes it, just like they did with Project for the Web above.