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Description
One place for your own tasks, one place for your team's.
In this half-day session you learn the difference between personal task management in Microsoft To Do and team task management in Planner. Above all, you learn how to use the two together.
You create task lists, turn emails into tasks and plan your day with My Day. In Planner you follow up your team's tasks in boards, buckets and views. It all comes together in the task view in Teams and Outlook.
What's in it for you?
Every task gets a fixed place, even when it comes from an email or chat
A shared overview of who does what and by when
Fewer status questions, because everyone can see the progress
After this training you can
Manage your personal tasks in Microsoft To Do
Turn emails and messages into tasks you can follow up
Set up and assign team tasks in Planner
Work with buckets, labels and different views
Follow up your tasks from Teams and Outlook
Target audience
Employees and teams who want to follow up their tasks in a structured way in Microsoft 365.
Prerequisites
No prior knowledge required.
Contents
Personal task management with Microsoft To Do
Turning emails and messages into tasks
Setting up team tasks in Planner: boards, buckets and labels
Views, assignments and follow-up
Following up tasks from Teams and Outlook
Takeaways and Q&A
