Tuesday's Tip #41: Using the Tasks App in Teams

Why you Might Want to Track your Tasks in Teams

As you migrate to using Teams for more of your company's internal communications and begin to use Teams for productivity features like sharing files, creating meetings and correspondence around projects, keeping track of tasks in Teams will be a natural next step.

Whether you have used Outlook to keep track of your tasks or you have kept track somewhere else or maybe some of both, Tasks (Planner) in Teams will be an easy transition. If you're working at being more productive and have less repetition, one of the best things you can do - is minimize the number of places you keep track of tasks. If you DO use To Do tasks in Outlook - this integrates those too.

Just to clarify - the app is currently called Planner. It will be changing soon to Tasks. 

Adding the Tasks (Planner) App in Teams 

There are lots of apps you can add in Teams, and if you're like me - I didn't really know where to start. This is a great first add. 

1. Click the ... (More added apps) button on the left hand side of the Teams app. Search for "planner".
   
2. Planner will come up - that's what it is called now - soon changing the name to Tasks. If you used To Do - it will bring those task in automatically.
   
   
   
3. Pin this to the left hand pane so you can easily find it again by right clicking on Planner and selecting Pin.
   
   
   

Adding Tasks 

You can easily add tasks just by simply clicking and typing. You can add due dates and priorities.

Creating Teams Tasks 

You can create tasks within a team as well and see everything in one spot.

1. Go to the Team you want to add a task for and click on the + to add a tab.
   
   
2. Find and select Planner.
   
3. Name the tab and click Save.
   
4. Add tasks. These tasks will appear both in this tab as well as in the Planner app.
   
   
   

Go ahead and check out Planner/Tasks in Teams.