There are a number of places where you end up storing tasks and to-do items throughout Microsoft 365. Microsoft Teams has made it a bit easier to keep track of your items with a feature called Tasks by Planner and To Do. This consolidates your To Do tasks and your Planner tasks in one place for easy reference. Here’s how it works…
Planner is fine to use on your own, but it really comes alive when a team of people use it to move tasks between buckets, assignees, and dates. If you use Microsoft Teams for collaboration, and Planner for task management, it’s a no-brainer to link them so you can see your plans in Teams. You can also add new plans or display existing ones, and view all your plans and tasks in one place. Starting today, if you’re an Office 365 Enterprise or Office 365 Education customer, you’ll receive Teams notifications whenever you’re assigned a Planner task (so long as that Planner plan has a tab in Teams). Your assignment notifications will appear in your Teams Activity feed and the Teams Chat pane and contain the following details.
If you're using Microsoft Teams, organize your tasks by adding one or more Planner tabs to a team channel. You can then work on your plan from within Teams or in Planner for web, remove or delete your plan, and get notified in Teams when a task is assigned to you in Planner. In a channel, select +. The tools you get when you subscribe to Microsoft Office 365 are great, and you get a lot of useful apps in one central place. Here's how you can set up Microsoft Planner in a layout that it can.
On your left-side navigation bar, you should see an entry for Tasks by Planner and To Do. This may have been called Planner prior to this change. If you don’t see either of these, click on the Ellipsis icon at the bottom of the navigation list to add the app.
Once you have it out there, you’ll see a list of all your tasks stored in the Outlook To Do area, along with any tasks assigned you to in any Planners you’re part of:
This has become my first stop of the day under the Tasks entry to make sure I’ve taken care of any of my daily/recurring tasks.
I *love* having all my assigned tasks in one place!