![]() ![]() A very helpful feature is the Planner Hub view, unique to this tool as well.Switch over to the “schedule” view to assign due dates, assign tasks, and leverage the built-in calendar.It is easy to scan among the plans (or boards), see what team members are working on, and quickly identify if any team member is overloaded.Deep integration is a definite plus as you can integrate with Teams, OneNote, and other Office applications.Since it is a component of Office 365, keeping connected with team members communicating with team members is a snap with Outlook, Microsoft Teams, etc.When there are changes and updates, the tool auto-generates email notifications to its members. Getting started is easy as pie, and the user interface is user-friendly! There is no need to read a hefty manual or watch endless YouTube “how-to” videos to figure it out.At least that has been some user feedback. Trello’s package is not a part of a suite, and it may still be costly for what you are getting from the tool. Common project management features such as due dates, descriptions, labels, assignees, comments, and more.Integrates with other prominent tools such as Slack, Dropbox, GitHub, and more.For example, automating Planner is possible with the help of Microsoft Power Automate. You can get more from Microsoft 365 Planner simply because it is a part of the ecosystem. Microsoft Planner’s primary selling point is that it is part of the Microsoft 365 ecosystem of applications. Unfortunately, simple reporting features are not available, but you do get an activity feed in real-time. There is no calendar or list view, but “power-ups” are available if needed. Trello does it right in that it focused on one thing instead of trying to be everything to everyone. It perfected the Board. Trello as management software, a well-known tool, has a reputation for being a user-friendly product. Microsoft 365 Planner connects to all the applications in Office 365 – another convenient way to simplify managing tasks for teams. The Board has columns dubbed buckets.Ĭharts are color-coded to help quickly identify the progress for each task status. The Tasks app provides notifications for Planner tasks which will show up in your Teams activity feed both on your desktop and in the Teams mobile app.This tool uses different terminology from other software, such as you create plans, not projects. Use these filters to find tasks, or to scope your view to more easily select a group of tasks to change. You can filter My tasks lists by due date and priority, and Shared plan can additionally be filtered by label, bucket, and assignment. Options can vary depending on the list you're viewing. ![]() You can also choose More options and then select Delete, Move task., or more. Press and hold the SHIFT key to select multiple consecutive tasks, or press and hold the CTRL key to select multiple nonconsecutive tasks.Ībove the tasks list, on the left, choose Progress, Priority, or Due date and choose an option. ![]() Select a task by clicking or tapping somewhere on the task that is not the Complete circle or the name of the task. To change several tasks at the same time, or do a "bulk edit", follow these steps. It also allows you to filter your tasks, which wasn't available to To Do previously. This is called List view, and allows you to change many tasks at once, which wasn't as possible in either To Do or Planner before. Rename the Teams tab for a plan (Tasks app will use this name)Ī unique feature of the Tasks app how it displays tasks and information associated with them in rows and columns. Note: To find out how to perform specific actions in Planner, see the Planner help and learning center. ![]()
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