How to use Tasks in Microsoft Teams (To Do + Planner)

Рет қаралды 696,671

Күн бұрын

In this step-by-step tutorial, learn how to use Tasks in Microsoft Teams. View your tasks and shared plans across Microsoft To Do and Planner with the Tasks app in Microsoft Teams.
👋 Additional resources:
- How to use Microsoft To Do: • How to use Microsoft T...
- How to use Microsoft Planner: • How to use Microsoft P...
⌚ Timestamps
0:00 Introduction to Tasks in Microsoft Teams
0:55 Launch Tasks
1:49 Pin the Tasks app to the left rail
2:12 Overall organization of Tasks
2:42 My tasks & entering a task
3:36 Enter task details
4:21 Bulk edit tasks
4:56 Filter by important tasks
5:12 Filter by planned tasks
5:31 View active or complete tasks
5:58 Filter tasks by date & priority
6:14 Differences with Microsoft To Do
7:14 Add a new list
8:04 Add a group or team plan
8:57 How your team sees a plan in Teams
9:25 Add & assign a group task
10:32 Enter group task details
11:20 Share link to a group task
11:40 Bulk edit group tasks
12:20 View active or complete group tasks
12:30 Filter by date, priority, label, bucket & assignment
13:00 Board view & adding buckets
14:00 Chart view
14:30 Schedule / Calendar view
14:50 Assigned to me view
15:13 Wrap up
📃 Watch related playlists:
- Microsoft Teams: • 💜 How to use Microsoft...
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#MicrosoftTeams

Пікірлер: 315

@KevinStratvert 3 жыл бұрын

⏭ Here's a playlist of all my videos on Teams: kzfaq.info/sun/PLlKpQrBME6xJ4Mxv00syl8iOSgL-GVLMG

@edvinklimentic 3 жыл бұрын

It is entirely a different world when you explain any app vs someone (anyone) else. I really feel obligated to leave a comment aside from thumbs up because you make whole lotta difference. Great all MS Teams videos and all others. (I wish I have all the time in the world to watch them all) :) ...P.S. Keep making them forever.

@shreniksuman8547 3 жыл бұрын

I love your Microsoft Teams vids and the windows tips and tricks as well as office 365 tips and tricks ! You have helped me a lot in this "work from home situation". Keep up with the good work and I'm looking forward to trying cookies from your company ;)

@rafa_batera 3 жыл бұрын

Congratulations Kevin! What a nice and organized way of explaining MS Teams functions and resources! For sure I will look for the other videos!

@yt_bharat 3 жыл бұрын

Most positive person with such an amazing skill set. Thanks brother for all this information

@pieceofmind8421 25 күн бұрын

I love your channel. All your teachings are always so easy to follow straight to the point. No rambling. This is definitely your calling. Thank you for always doing these amazing videos.

@marlinhicks 3 жыл бұрын

Thank you so much for this walk through! I was trying to answer the question of whether there were other priority levels.

@XMegaJuni 3 жыл бұрын

I love you for covering MIcrosoft Teams, i need to learn this!

@bmo3778 Жыл бұрын

so my company/institution finally bought license for some microsoft 365 apps and especially Teams, now these videos are essential to me

@yequene 2 жыл бұрын

Kevin, you really rock! Your videos are well explained, easy to follow and very useful. Thank you.

@chenmike3073 3 жыл бұрын

Thanks Kevin for this comprehensive and short video to let me know the Planner's functions easily. Hope you can share some tips in Teams linked online Sharepoint function e.g. access control at different level (Folder, Team, Channel etc.), apps added inside Teams, and Sharepoint like Calendar, Notes. in a word, some popular tools for project management. Thanks in advance.

@kivikocher8458 2 жыл бұрын

Brilliant video as always. Couple of comments, which I believe vital when I assign a task to anyone: 1- no place to ad time of the task, so when connect to the Outlook it books the entire day for that task. 2- Where do add address details? If I want to give two tasks to someone at two different location and time. I will be grateful for your feedback and advice if there is a way round this.

@hoyoveki Жыл бұрын

Kevin, your videos are super helpful, I'm really learning stuff, thanks a lot!

@AkshayPatil-si2kz 3 жыл бұрын

wow! what a great video. So precise and accurate. Thank you!

@marcusfrisch5072 3 жыл бұрын

This was soooo helpful! Thank you so much.

@safiyamukhtar8373 3 жыл бұрын

Thank you, this was very useful!

@mrcayex 2 жыл бұрын

your videos have saved me SO much time

@RhondaPeters 2 жыл бұрын

Thank you! this was a great review and easy for me to follow!

@katebaal-hammadi6450 3 жыл бұрын

Very fruitful subject and nice explanation. Thanks!

@roberthaick3043 3 жыл бұрын

Great video as usual. Keep up the good work!

@QuynhNguyen-xn5gu 3 жыл бұрын

Great video, Kevin! Thank you!

@ankitghosh160 3 жыл бұрын

I always stay tuned ....for kevin's awesome and very helpful videos!!♥

@MonicaVandenberg1 3 жыл бұрын

Thanks again a great video. Really helpful. Mindful that this is relevant for a paid version of teams not Teams (free)

@Sergio-Here-In-Community Жыл бұрын

Perfect video, direct to the point!!!😁

@sonya5568 3 жыл бұрын

Thanks for this. My company is using Teams more so i'm trying to become familiar.

@MarsorryIckuatuna 3 жыл бұрын

That was super helpful!

@canrightc 3 жыл бұрын

Excellent tutorial. Thank you

@alejandrocastillo9819 3 жыл бұрын

Thank you! Very useful! :)

@tahakhalil 3 жыл бұрын

Excellent video Kevin very clear pls provide more similar videos in the future. thanx mate

@gracemark5995 3 жыл бұрын

it was a lot helpful kevin thank you 👍👍

@chriscarr3129 3 жыл бұрын

This is an awesome video. thank you!!

@irinabustamante3747 2 жыл бұрын

Hi Kevin, I really enjoy all your videos! Thank you! I’m stuck at work and nobody seems to know the answer. Is it possible to have the “task” app added to a specific channel in teams? As opposed to having it under “General”? Any comments or idea you may have about this would be much appreciated! 🙏🏼

@kimfucku8074 3 жыл бұрын

This is great stuff!

@AJRoy-mm6oq 2 жыл бұрын

Thank you very much. I remember when my last job started using teams and we hated it. Now that I am in a new place I can not believe how much i have missed and the opportunities that are being missed. The tasks and buckets were always made and then we just got them assigned to us. This was very helpful so i can try and set it up correctly. If anyone knows how you can or even of you still can create a template for tasks and buckets still I would love a link to learn that as well. Thanks again.

@rgcazo 2 жыл бұрын

Very helpful. Thank you!

@financeliecan2728 5 ай бұрын

Well structured video, this will assist greatly in the workspace. Great Content.

@mbrodd 3 жыл бұрын

Your videos have been so useful as we learn to use Teams to work from home this past year! We've just started using Tasks & Planner in Teams, and I still haven't figured out how to let people who assign tasks to me get a notification when I've completed the task - is that possible? THANK YOU!!

@ahmetyasarozer Жыл бұрын

Excellent video. Thanks Kevin.

@fernandomachucaneto4391 3 жыл бұрын

Congrats for your work.

@iamsaffrontiger Жыл бұрын

Hi Kevin - please do make a video on creating a chevron slide or a Gantt chart for showing the timelines or process of an engagement with checkpoints. Love your work!

@shafiakutty 3 жыл бұрын

Great work !

@shahnawazabbasi6911 3 жыл бұрын

awesome and helpful!! Thanks Kevin

@bryansaville2282 3 жыл бұрын

Any idea when MS were looking to integrate planner/tasks into your own personal outlook Calendar Kevin? This is a critical step I don’t believed MS have yet bridged if people still work primarily from their calendars. Thanks in advance. Keep up the great vids

@ResaRiskianaX Жыл бұрын

Thanks! This is awesome, simple and easy-to-learn video..

@arabianoud3812 Жыл бұрын

Very elaborated thanks

@rishamiller7201 2 жыл бұрын

Kevin, thanks for all you videos! I am attempting to use the planner/tasks to do a weekly checklist for the team. I have found that when I assign the tasks to multiple members, it can be marked complete by one of them and it appears complete for them all. Is there a work around for that? I'd like to use this to manage ongoing projects and responsibilities.

@tamtam9034 2 жыл бұрын

Thank you!

@HelpfulThings 2 жыл бұрын

Super demo as always!!!

@delraylentz9635 3 жыл бұрын

Thanks Kevin. Is there a hack for creating a recurring event/task? Great content you provide. I've watched several of your videos!

@quertzz 2 жыл бұрын

Great video, thanks a lot!

@abdullahibrahim5935 2 жыл бұрын

thank you for all

@lorihiga5677 3 жыл бұрын

Hi, love this, very helpful. The jump to the To-do list was a little fast and didn't show the viewer how you go there so I'm confused about that. Will Tasks and To do remain separate or are you saying this will all eventually merge Planner, To do, and Tasks so they are more streamlined? Thanks-- I'm going to try this out.

@CoachingMentor 3 жыл бұрын

Thanks Kevin.

@duongnguyen1854 3 жыл бұрын

Thank you so much for your video, Kevin. How can I do the "Published list" then? It's really vivid to see how they are being completed with the horizontal bar.

@lauraperezdiaz3698 3 жыл бұрын

Great explanation! Anyone knows how to distribute the tasks to the teams? How they get alerted? Thanks

@xemxem2023 3 жыл бұрын

This looks cool. thanks.

@kg4ibj 2 жыл бұрын

Thank you for these informative videos and done in bite-sized chunks. Here is my question: [Background] we create Buckets for each team that is working on a project. Within that Bucket we have different individuals who will be responsible for the Tasks. When the Planner is created, we do not know which individual will be assigned to the Task, so our Template for Buckets and Tasks does not include assignments. [Question] Is there a way to select multiple Tasks in a Bucket and Assign those Tasks to an individual in one fell swoop?

@aldocaballero2025 3 жыл бұрын

Hi Kevin, great video! Can you show us in another one with your "Work-flow" using both tools. A kind of best practice...

@eleftheriakoniari3392 2 жыл бұрын

Hello Kevin. I've created a sharepoint page for my team and I want to have in one place all the tasks that my team does. Some of them are recurring in daily, weekly or monthly bases and it will kill me if I have to add them every time. How can I set recurring tasks? What tool is it better to use? Thank you in advance!

@psjostrom 3 жыл бұрын

Thank you for a great video. I am really missing being able to associate an email in Outlook or files in Teams/OneDrive or a Team wiki page with a task, my own personal ones and ones that I have in Planner and am collaborating on with others. Do you know if this is something that will be coming to the tools? That more comprehensive and seamless integration will, I think, translate into a much smoother user experience.

@ProfGregTuckerKellogg 3 жыл бұрын

Nice video. To Do + Planner works great, but it's amazing that (@7:09) the option to archive (not delete) a task list is not possible on either To Do or Planner/Tasks. Archiving lists has been an open "under consideration" feature request for Microsoft To Do for three years.

@brasildiverso 3 жыл бұрын

Very good video and organization

@Nashe_Dete Жыл бұрын

Thank you for this video it was more than helpful and perfectly presented! One thing i need help understanding is, is there a way to mark that the task has been opened/started working on like processing or there is only option to mark it done?

@ZoneTennisJapan Жыл бұрын

awesome contents. it help me getting started for the new job

@Rocklaz 3 жыл бұрын

great thanks

@veronicaterra6256 3 жыл бұрын

Hi Kevin! First of all, thank you for all of your videos, I’m learning a lot! 😊 Secondly, I’ve implemented Planner in my team and if I create one task and assign it to someone else, if they comment that task I don’t receive any update 😕 (email or notification). Do you know why? Or can you help me? All of my settings are set to enable notifications/emails and this is extremely important to our process. Thank you!!

@pranavvyas5421 3 жыл бұрын

thank you

@Reli35 3 жыл бұрын

Thanks yet again, Kevin. You do a really great job! Question - I am able to print my To Do list in the MS To Do app. I like being able to see Planner tasks and To Do list tasks in the same place on Teams. Is there a way to print the Planner task list?

@danieltheroux6378 3 жыл бұрын

Thanks for all the great content Kevin. I found a Flow that sends flagged emails to Planner. It’s the solution I’m using until Flagged emails gets added to the Tasks app. Keep up the good work

@JonStratford1234 3 жыл бұрын

Cool idea.

@JonStratford1234 3 жыл бұрын

@Daniel Theroux how do you keep your flagged emails private in the plan you created? Did you create a Group + Team + Channel with only one member?

@fuoribondo 3 жыл бұрын

Thanks for the great video. What happens when you assigned a Task to a teammember? Does he get a notification or any kind of reminder if he does not complete it in the assigned time?

@diegolara9 3 жыл бұрын

Thanks for the great video!!. Is it possible to view all the tasks assigned to team members without them being able to see them each other?

@tanhooijing1574 2 жыл бұрын

Hi Kevin, can you demonstrate how we can import task list from external app/software to Mircrosoft Tasks like Jira or can we export our Microsoft Tasks to excel/csv?

@dameshiaokediran4317 2 жыл бұрын

Thank you! This video was super helpful! If I create a task in one of my channels, can other members of the channel assign themselves to the task?

@ulrikescheib5950 3 жыл бұрын

Hi Kevin, great video, one question: is it possible to have the bucket view/function in "my tasks" (not only in plans)

@kenshomi2 3 жыл бұрын

Great video. As a program owner, I'd like to see all tasks for a given person across multiple 'plans' is that possible? Using filters you can only see one plan at a time.

@heatherfeather2621 3 жыл бұрын

Just waiting for "Day" in there to make it useful!

@VertiSphere 3 жыл бұрын

Thanks for such an informative video! Is there a way we could import Tasks into Teams?

@samehelsergany1 3 жыл бұрын

Nice video. Thanks. But I’ve a question, is there a way to creat a add an email as a task in planner directly from outlook. Or, what is the best/simple steps to assign an email as a task and also showed in planner. Appreciate your feedback. Thanks in advance.

@sharonpierrelouis5374 2 жыл бұрын

OMG! I am literally watching this video on October 14, 2021. One year after it was downloaded.

@a.constanza3492 3 жыл бұрын

Can you make a video teaching how to syncs a two computers and a iPhones, will be greatly appreciate

@postskeetclarity 3 жыл бұрын

Whenever my team looks for info regarding msteams we always do the home alone mom's frantic scream for "KEVIN"!

@salmonflavored 3 жыл бұрын

🤣

@aidanhall5671 3 жыл бұрын

😂😂😂😂😂

@daongocquynhnguyen4688 2 жыл бұрын

thanks Kevin

@angelomacaso8465 2 жыл бұрын

Thanks for the video Kevin. Is there a way to create a project tasks template? Let's say if most of my projects follow the same core steps. Can I premake the buckets and tasks so I can just create a new project from the template?

@alexanderkruger1344 3 жыл бұрын

Hey Kevin, thank you for sharing this stuff to us. Great work! My questions: Is it possible to make a connection between MS Project Online Plan 3 to MS Tasks? I would like to connect my projectplan to MS Teams / MS Tasks and Import all Tasks from my project list at MS Tasks. And when an employee has a task done I get the massage back in MS project. Is that possible? Many greatings from germany :-) Alex.

@mbazarah 3 жыл бұрын

thanks

@gezus01 3 жыл бұрын

Hi Kevin, thanks a ton for these insightful videos. I'm currently setting up our team space and facing a trade-off: 1. I can't access comments on specific tasks in the To-do app (eg. if someone assigns me a task in Planner and then adds a few comments) 2. I can't create "today's task" (similar to in the to-do app) view in Tasks or Planner. So either if I choose To-do (then I miss out on comments) or Tasks (then I miss out on Today's view) there a trade-off. Do you perhaps have a workaround? E.g. Is there a way to create Today's view in Tasks? Or is there a way to see comments (without needing to open Teams webapp) in To-do? I would highly appreciate your suggestions. thanks!

@somyabisaria3274 2 жыл бұрын

Hi Kevin, Could you suggest if we can organize meetings as well in this planner?

@Syriana25 3 жыл бұрын

Hi Kevin, I'm considering moving from Trello to Teams Planner. Any thoughts on whether this is a smart move or not? What will I gain and what would I lose?

@mercyannpayumo5459 3 жыл бұрын

Can you help me how to use properly use the Class Notebook. Thank you. 😊

@vipersqueal 3 жыл бұрын

Please cover Onedrive sharing options and Azure AD user management, like Multifactor Authentication poilcies

3 жыл бұрын

Hi there! :) Are there any options to create a team level task as a periodical task? Thanks!

@tungvu9843 2 жыл бұрын

Great Kevin, appreciate for your sharing, would ask you how can i delete new list or plan created?

@zahranalband4872 Жыл бұрын

Hi and thanks for your great information . I have created a task and defined some items for it. How can I add subitem to every item?

@yassiral3661 3 жыл бұрын

@LazyKatze 3 жыл бұрын

@Kevin Stratvert does MS have any tool for Resource management? Preferably with task management for said resource and resource allocation views/heat map so that you staff or move tasked from people that have to much on them. A big bonus if can be integrated into Teams.

@drylock 3 жыл бұрын

Hi Kevin, do you have a tutorial on how to archive completed tasks in MS Teams? Can they be exported in to Excel for example. I want to keep a record of old complete tasks without clogging up the tasks board in teams. Is this achievable?

@olivierduvernay8177 3 жыл бұрын

Many thank for this overview Kevin. I cannot delete or rename a plan, is somebody know how to do this ? Thanks

@peterndirangu893 3 жыл бұрын

Hey Kevin, thank you for sharing this Is it possible to copy a template for a planner and task

@jjmcnish5 3 жыл бұрын

Hello, great content and congratulations on the great channel. I am wondering what your thoughts are on the best practice for Teams in a project based company (distribution for construction contracts). Make one team per per project or make a project team with many channels for each project? Next how to manage all these projects with tasks from a manager who wants to keep tabs on many project managers who then have shared coordinators who have many shared tasks? Thank you Jason

@bowgy4 9 ай бұрын

It depends on your workflow, but generally I'd recommend one team per project with channels for separate functional areas of the project. When you think about replacing many of your email conversations with chat in Teams, think about how you'd like to organize those conversations. You can also create private channels in a team, for instance if you need a separate private channel for financials of the project that you don't need everyone on your team to interact with or have access to. If it's just private document storage and not private conversations/tasks, then you can just create an extra folder on your Teams SharePoint site without a channel attached to it. Remove the team permissions from that folder and just assign permissions as you want. It's best to think about Teams conversations and collaboration, like OneNote, separately from document storage, because every Team has a SharePoint site and you can always control access to documents more granularly through SharePoint.