In Teams, see your To Do tasks and Planner tasks alongside each other using the Tasks app. In To Do, select Assigned to you to see tasks assigned to you. The best part is that you can use To Do and Planner together, to compliment each other. 1 Receive an email notification when you’re assigned a task, see a preview of the document, and reply directly from Outlook. Use mentions within comments in Word, Excel, and PowerPoint to create and assign tasks. Microsoft Planner is a web-based visual task management application that enables enterprise teams to create, assign and organize work in order to execute. You’ll see all the categories you’ve applied to a task in the list view. You can assign multiple categories to a task. To assign a category to a task, select the task, select Pick a category, and pick the category you want to use. In Teams, you can work on your plan right alongside team Posts and Files. Collaborate on shared Microsoft 365 documents. You can categorize tasks with the same set of categories you use in Outlook. Teammates will get notification of assignments and other events through Planner notifications, Groups notifications, Teams notifications, mobile notifications, and more depending on the context. Or select Schedule and drag and drop the task where you want it on the calendar. Select a task and add a Start date and Due date. Organize your team’s work visually using custom buckets.įilter and sort by date, assignments, and other preset values.

Select + New Plan, enter a Plan name, select Create plan, and then select Members. Or, if your organization allows you to, create a new group: Select + New Plan and Add to an existing Office 365 Group. To work with a team, start with Planner in the browser, the mobile app, or in Teams. You can easily switch between personal or organizational accounts in the Windows or mobile apps and send push notifications to personal friends when you add a task on a personal list. Select a list and then select Share to share the list with a teammate in an organization, or with family or friends using a personal account. In To Do, select My Day, select Today, and select the items you want to add to your My Day list. The task will appear in the Planned list and in Outlook for the web in the My Day pane. In Outlook, select the task, select Remind me, and select an option. In Outlook, select the flag, to have that email show up as a task in the Flagged email list. In To Do, select + Add a task to add a task directly in To Do. To work on individual tasks, or share lists, start with To Do. Share specific lists with teammates and friendsĬollaborate across Planner, Teams, and Outlook using Microsoft Groups Your organization has a Microsoft 365 subscription (business, enterprise, or education) Manage individual tasks across To Do, Outlook, and Planner

Microsoft to do planner