These tabs also show in the board-listing of tasks: Labels are the different-colored tabs on the right side of a task: Utilize Labels to group and categorize tasks in different ways You have to stay within the boundaries of what they give you. One area where as of this writing (September 2018 and subject to change) Microsoft Planner doesn’t support adding custom metadata fields to a task. You could just create additional peer tasks in Planner, but a task in Planner can have subtasks called Checklist items. Also like in a SharePoint task list, you can complete a task with a single click of the checkmark icon on the task. But, if there are parent-child tasks, you could utilize a Planner Bucket to organize the child tasks.įollowing on the above, the child task then becomes the actual task in Planner.Įach task has the core metadata built-in like Start and End Dates, Assigned To, Title, Description, tracking of Comments and activity, holding attachments and tracking checklist items. If there are no child tasks, then a SharePoint task is a Planner task. In a SharePoint task list, tasks can be all at one level, or they can be in a parent-child. There is also a “My tasks” view available via the left navigation menu that will show all tasks assigned to you across all plans: In Planner, it’s not as flexible as a SharePoint view but you can use the Filter and Group By options: Like any SharePoint list or library, you can create and utilize views to customize what parts of the data you want to see. There is one Plan per Office 365 group, if you create a new plan it will create a new Office 365 group. This is not the only way to do it, but this is a good starting point:īoth the SharePoint site itself containing the task list and the task list itself would become a Plan in Planner which is contained inside an Office 365 Group. Here is a quick summary of how things will translate. But let’s walk through how the different features potentially translate from one to the other for effective task management. It works great when you need group-based task collaboration and don’t need lots of custom metadata fields.įirst let me be clear that there is no official migration mechanism to take an existing SharePoint Online task list and migrate it to Planner. It is all web-based, responsive and mobile-friendly along with a dedicated mobile app. Microsoft Planner is the new kanban-style task management application provided by Microsoft as part of Office 365. Microsoft To-Do is targeted purely for personal task management so we will focus our efforts today on how we can move away from outdated SharePoint tasks to Microsoft Planner. Which you use really depends on your requirements and how many people you are collaborating with. In case you missed it, the company rolled out the Tasks app for mobile users last week, and you can check out our separate post for details.When it comes to task management in Office 365 and SharePoint Online, you have three choices: Microsoft says that the final stage is just around the corner, and the app will be finally renamed to Tasks in the coming months. Microsoft says that users will also see a new banner inside the Planner announcing the name change. We believe Tasks by Planner and To Do better reflects the app’s functionality-it combines team tasks from Planner and individual tasks from To Do-so that customers who don’t closely follow Microsoft news will start (or continue) using the app with confidence,” the company explained. “The goal of this sequence is to help all customers easily find the new hero task management app in Teams. Furthermore, the company has also updated the app icon to reflect this change, and both changes apply to the Planner tab in Teams channels as well. This change will help users to easily search the app while adding the tab in Microsoft Teams. For the next few months, the app will have an interim name of "Tasks by Planner and To Do" before finally becoming Tasks. With today’s announcement, the rebranding effort has entered its second phase. However, Microsoft didn’t change the name of the app during the first phase. The company had a bit of a complicated rollout plan, with the whole rebranding process planned to happen in three phases. Microsoft today announced that it has completed the first phase of rebranding the Planner app inside Microsoft Teams to "Tasks." This means that the company has renamed the Planner experience to “Tasks by Planner and To Do” for all non-government users.Īs a reminder, Microsoft announced its plans to rename the Planner app within Microsoft Teams to "Tasks" in April 2020.
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