Teams – Task management in teamwork

Description 

In this training, we’ll focus on leveraging Microsoft Teams as a task management hub that enables close collaboration across teams. We’ll walk you through how to use Teams to organize, manage, and complete tasks together using Microsoft Planner and the To Do apps. 

Goal 

After the training, participants will be able to use Teams as a task management hub to enhance collaboration. They know best practices for organizing and managing tasks in Teams, and understand how Planner and To Do integrate with Teams and use them effectively collaboratively. 

Target audience 

The training is for anyone who wants to learn how to use Teams to manage tasks and collaborate more effectively with their teams. Previous experience with Planner or To Do is not necessary. The participant is expected to master the basics of Teams. 

Software version 

The training uses the latest versions of Teams, Planner and ToDo, and is suitable for users using apps through Windows, Mac or browser. 

Content 

How to use task apps 

• Open apps in a browser, through Teams, or mobile 
• Basic tasks, such as adding and assigning tasks 

To Do – your own tasks, alone or with friends 

• Complete tasks and mark them complete 
• What are those different lists on the left and how do you organize tasks using them? 
• Task basics, such as due dates, attachments, and notes 
• Planning Your Day 
• Add steps to a task 
• Repetitive tasks 

Collaboration with To Do 

• Organize tasks into lists 
• Share a catalog 
• Assign tasks to others 
• Find tasks assigned to you 
• Access a list shared with you 

Planner – organized tasks 

• Create a new plan: buckets and tasks 
• Create tasks and assign authors 
• Completion of the task and various entries 

Use Planner 

• Planning weekly meetings 
• Coordination of events 

Project management 

Keywords 

Tasks, Task Manager, 365, Microsoft, Tasks, Project, Project Management