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Which Task Management Tool is Right For Me

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This is an open-source article with the community providing support for it. For official Microsoft content, see Microsoft 365 documentation .

There are a number of ways to manage tasks in Microsoft 365, some of which overlap, while others don’t. Where are all the places we can create tasks?

Task-oriented apps

Why are there so many options?

Microsoft has offered a variety of tools to address different use cases for task management, from personal to enterprise. They have also created a number of overlapping user experiences without providing clarity around which tools communicate with one another, and which do not. This creates a huge amount of confusion for end users, in knowing what tool to use when and finding a way to see a holistic view of all their tasks.

The reality is there is no single “best way” to manage tasks, and we are still seeing more options being added (e.g., Loop), without a real coherent strategy to tie these options together.

Microsoft Planner

Microsoft Planner

Pros - Planner

  • The Kanban “task board” is a tried and tested approach that many recognize and Planner has implemented it well
  • Planner Tasks integrate well with our views in To Do, Teams, and Outlook
  • Support for buckets, progress, labels, assignees, dates, priority, sub-tasks, attachments, comments
  • Multiple ways to view information (by plan, by bucket, by progress)
  • Tasks can be assigned to multiple people
  • Useful filtering to find what you need
  • Tasks can be copied or moved to other plans
  • Respects underlying group membership
  • Support for checklist within a task

Cons - Planner

  • Has seen some minor updates but nothing significant in quite some time
  • No consolidation across planner plans
  • Little to no extensibility or customization beyond out of the box configuration
  • The API is very poor
  • Ability to create automation of tasks through Power Automate

Microsoft Lists

Microsoft Lists

Pros - Lists

  • Can be customized with endless additional metadata that your task list may require, and it is extremely flexible in terms of layout
  • The Kanban “task board” is a tried and tested approach that many recognize
  • Support for attachments, and comments (with @mentions)
  • Can create multiple ways to view information (by plan, by bucket, by progress, or any other metadata you create)
  • Extremely flexible in terms of layout
  • Respects underlying site/group membership
  • Ability to centralize tasks across lists with minor customization (using things like Modern PnP Search web part or Highlighted Content web part)

Cons - Lists

  • No built-in integration with other applications (e.g., Planner) therefore the assignment of tasks can easily get lost and end users have no way to see a holistic view of all their tasks across individual Lists (without additional configuration)
  • Sub-tasks are not built-in and could be challenging to implement

Microsoft To Do

Microsoft ToDo

Pros - To Do

  • Provides a consolidated view of Personal Tasks from To Do and Outlook, as well as Team Tasks from Planner Plans
  • Allows for the creation of Shared Task Lists outside Planner Plans
  • Support for lists, categories (web only), hashtags, assignees, dates, importance, sub-tasks, attachments
  • Useful searching to find what you need
  • Built-in notifications
  • Tasks can be moved to other lists

Cons - To Do

  • The app’s benefits skew towards Personal Tasks rather than Planner Plans
  • Can view Planner Plan tasks and “complete” them, but cannot interact with Planner Plans in more meaningful ways (e.g., add new tasks, view tasks by Plan, etc.)
  • Personal tasks remain somewhat limited compared to other modern offerings due in large part to the unchanged underling infrastructure
  • View of information remains quite rigid

Tasks by Planner and To Do (Teams App)

Tasks by Planner and To Do (Teams App)

Pros - Tasks by Planner and To Do (Teams App)

  • Allows for the creation of Shared Task Lists and Planner Plans within existing Channels
  • Support for categories (web only), assignees, dates, importance, sub-tasks, attachments
  • Better navigation of Planner Plans, their attached Task Lists, and tasks
  • Access to same views within Planner including List, Board, Charts and Schedule
  • Support for creating new tasks, and reorganizing Planner Plans just like within Planner
  • Notifications in Teams are useful

Cons - Tasks by Planner and To Do (Teams App)

  • The user interface can be very overwhelming and the app’s benefits skew towards Planner Plans rather than Personal Tasks
  • The experience to view personal tasks is not as strong as To Do

Microsoft Loop

Microsoft Loop

Pros - Microsoft Loop

  • Quick and easy to get started which can be useful live in a meeting or in a Chat with Self
  • Support for assignment and @mentions
  • Integration with other applications (e.g. Planner, To Do, Trello and Jira boards). Tasks assigned to you are listed in the 'Assigned to you' view of Planner, giving you a wholistic view of all your tasks assigned in Loops and across Planner plans.
  • Bring your preferred task management app into Loop. Insert Planner, Trello and Jira boards as a component into a Loop page. View and update tasks directly from the Loop page. When you want to use the full features of the board, open the link to the full task management app.
  • View the Loop Task list as a board (Kanban). Change the view of the task table and see each item as cards, displayed in buckets. When you start from a Task list, it will also sync with Planner and To Do.
  • Task list Loop components can be used in Teams through group chats, meetings and channel conversations. Task list components added to chats and meetings are shared with participants of the meeting. Task list components in channel conversations are shared with all members of the team, including guests.
  • Loop components show up in "Recent files" in the M365 homepage and feed. They can be added to Loop workspaces where workspace members can find them easily and refer to the task list.
  • Task list Loop components can be inserted into a OneNote notebook. This is helpful for personal knowledge management, or for team knowledge management if your team uses OneNote notebooks.

Cons - Microsoft Loop

  • Tasks created in Loop workspaces are easy to find when you are a workspace member. But you need to be a member. Managing Loop workspace membership is separate from M365 groups, which means you can't easily include all members of a Teams team.
  • Sub-tasks are not supported
  • Tasks created in Loop Tasks list are synced with a Planner plan. But you can't choose an existing plan to add the tasks to. It creates a new plan that is linked to the Loop page. You can move a task from that Loop-connected Planner plan, to a plan in Teams. But that breaks the link between the task in Loop and Planner.

Microsoft Outlook

Microsoft Outlook

Pros - Microsoft Outlook

  • If you like the web’s To Do interface, it’s another place to access it
  • Support for lists (classic = folders), categories, assignees, dates, importance, sub-tasks, attachments
  • Tasks can be moved to other lists (folders)

Cons - Microsoft Outlook

  • Seems redundant now even though the underlying tasks have not really evolved
  • Odd old user interface (classic tasks) still available in desktop client
  • Hashtags don’t work in classic
  • Sub-tasks (steps) don’t work in classic

OneNote

Notes - OneNote

  • Can be used to assign tasks to yourself or others using the classic task interface
  • Tasks show up in Outlook and To Do
  • Only visible in desktop OneNote client
  • Not very intuitive

Office (Web) Comments

ffice (Web) Comments

Notes - Office (Web) Comments

  • Users can use the commenting feature within to now add “Tasks” to users
  • Task does issue an email notification to the assignee
  • Tasks are not integrated and are easily lost

Azure Dev Ops (ADO)

Azure Dev Ops (ADO)

Notes - Azure Dev Ops (ADO)

  • Geared towards development scenarios (dev and QA)
  • Supports resource management
  • Configurable to meet team needs
  • Tasks are not integrated with other tasks and can mean multiple places to track

Microsoft Project

Microsoft Project

Notes - Microsoft Project

  • Intended for more thorough project management including resources, schedule, budgets and timelines
  • Provides a more modern visual experience, including Kanban view
  • Supports enterprise portfolio management
  • Integration with other task platforms is not great
  • Requires additional licensing

Dynamics 365 Project Operations

Dynamics 365 Project Operations

Notes - Dynamics365 Project Operations

  • Project Online features are embedded into Dynamics 365 Project Operations (D365 Project Service Automation)
  • Expands capabilities pre-project into sales and quotes and post-project into expenses, invoicing and more

Viva Goals

Notes - Viva Goals

  • Viva Goals will support syncing of tasks from Azure Dev Ops, Project, and Planner to align daily tasks with organizational priorities

What Option to Choose

For the time being, it is best to select an option that easily integrates (and communicates) easily with other Microsoft 365 solutions. However, each organization may need to handle tasks differently, based on their needs. The diagram below can be helpful in determining what task management solution to roll out at the personal level, but selecting a solution for enterprise project management or development projects will quite likely need to look beyond the confines of the defined safe space (i.e., the Task Hub).

Task islands vs. task hubs

Principal author : David Francoeur

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An overview of task management options in SharePoint and Office 365

Everything is a project! This is my main motto in life. Hey, after all, to get things done, we need to complete tasks. While, for the most part, we use SharePoint and Office 365 to store documents, the second most important function of our daily routine is to track and complete tasks. Tasks for temporary project teams we are part of, tasks for departments and business units, personal tasks. I have written a number of posts lately on various tools that we have now in Office 365. With this article, I would like to revisit the topic and summarize all the available task management options in SharePoint and Office 365 in a single article.

Option 1: Tasks Web Part

The first option is to use the good-old Tasks Web Part in SharePoint . While it may be considered old-fashioned compared to other options we now have, it is still a viable option as it allows you to create own metadata, send emails to those Assigned to the task as well as integrate with MS Project . I provided an overview of its features and capabilities here .

task management options in SharePoint and Office 365

Option 2: Planner

The option that was like a breath of fresh air was when Planner became available in Office 365. Unlike the task list above, Planner was a much more visual, light-weight task management solution, suitable mostly for agile/informal projects. I extensively documented the significant differences between the Task List and Planner here .

Whatismicrosoftplanner3

Planner is part of an Office 365 Group, and I also documented this important principle here .

Office 365 Group SharePoint Maven

Option 3: Microsoft To Do

This is a new kid on the block as far as task management options. Think of it as a Planner but for personal tasks . Just like Planner, it is entirely web-based, and on top of it – it also integrates with Planner pulling all the tasks assigned to you in one spot! I explained To Do in greater detail here .

task management options in SharePoint and Office 365

Option 4: Project for the Web

This is one of the latest major additions to the vault of available task management tools. Project for the Web allows users to manage complicated projects in an MS Project style capacity, but on the web and under the umbrella of an Office 365 Group, just like Planner. As time goes by, I am sure it will get additional features that it will inherit from its older brother we always had – the desktop version of MS Project. If you want to learn more about the tool, please reference this post .

task management options in SharePoint and Office 365

Option 5: Project Online

Last but not least, the elephant in the room when it comes to task management options in SharePoint and Office 365 – Project Online . This one was and still is the best option for hardcore Project/Portfolio Management. This tool allows you to aggregate multiple project plans, manage tasks, and resources for a portfolio of projects . I blogged about the tool earlier . This tool is a bit outdated by now, but I am sure it is a matter of time before Microsoft modernizes it, just like they did with Project for the Web above.

task management options in SharePoint and Office 365

I’m Greg Zelfond, a U.S. based SharePoint consultant, and I provide affordable out-of-the-box SharePoint consulting, training, and configuration assistance to small and medium-sized businesses all over the world.

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Task Management in Microsoft 365

task management in office 365

Ashley Jolman, CSM

Microsoft 365 has a lot of task management tools, and it's not always clear which you might want to use in which scenario.

We'll give you an overview of each and talk about why you might use one over the other so you can keep track of your tasks and prevent them from falling through the cracks.

Task Management in M365

Effective task management keeps us focused and productive, no matter which app or device we are working on. With the expansion of apps for both communication and collaboration, the need for a convenient place to view all your tasks has become critical.

Task management in Microsoft 365 revolves around 2 main tools, To Do and Planner. Microsoft Lists is a newer app that has task management capabilities, but its best use is in more specific use-cases which I’ll get into below. All three of these apps have integration capabilities with Microsoft Teams, but only To Do and Planner shows up in the Teams’ Tasks app. This integration is important because if your workflow is in Microsoft Teams, all your tasks are centralized in one place, even if those tasks originate in multiple places. Which tool you use will depend on a few things, such as if the tasks are private or within a group, or where you’d like them displayed to best suit your workflow and preferences.  

Microsoft To Do

Microsoft To Do lists all your tasks in a central spot. It is available on the web, or through the app (both mobile and desktop). It is very user-friendly and therefore great for when you are on the go. It is aimed at individual task management, covering both personal and professional tasks. To Do is great for granular task management and therefore is a tool you would use on a day-to-day basis. It helps build your personal schedule which is easily referenced on the “My Day” and “Important” tabs in the main navigation menu.  

Additionally, To Do is available via the tasks section of Outlook (replaces Outlook Tasks). If you flag an email in Outlook, it is easily referenced from the “Flagged email” tab on the navigation bar of the To Do app. Microsoft To Do also allows you to check tasks assigned to you from Planner, simply click the “assigned to you” tab on the menu and you’ll view all the tasks assigned to you in Planner along with which project those tasks are associated with:

task management in office 365

Viewing all your tasks in a large integrated list can be intimidating. Personally, I like to review my tasks from both my personal tasks lists as well as flagged emails and the tasks assigned to me and add the most important ones to the “My Day” tab. Simply right-click the critical task, and select “Add to My Day.”

task management in office 365

This way I have clear priorities for the day by simply viewing the “My Day” tab. The curated tasks for this tab keep me on top of my priorities and feels more achievable than viewing the full list. Plus, if I happen to complete them, I can easily access my full tasks lists to gather my next priorities.

Microsoft Planner

task management in office 365

Microsoft planner addresses the need for group task management. If you are working with a team and need improved task organization and management, Planner is a great tool. Planner is a lightweight project management tool based on visual Kanban Boards for task management and organization. Project Boards in Microsoft Planner are built on Office 365 groups, and permissions are inherited from the assigned group. If you wish to use Planner for personal task management, you do have the ability to create a board that is not associated with a group. Each task is represented by a card on the board which can display a variety of information including the task owner, description, due date, label, and status. Cards are organized into columns which you can label however works best for the team or project you’re working on.

Planner provides different views of the task board to best provide at-a-glance information. You can view your board as a calendar, or also via status charts such as this status tracker:

task management in office 365

Fast, visual stats are one of Planner’s most useful features. You can instantly view status by task or by person, or total tasks by priority. Another benefit of Planner is that it integrates nicely with Teams. You can add Planner as a tab on your channel and edit from there. This is an excellent feature for groups who are using a Teams channel to discuss a project, share files, and with Planner, manage tasks.

task management in office 365

Overall, Planner is a great task management tool that addresses the need for basic tasks or project management. The pitfalls of Planner are that it doesn’t centralize your tasks from other M365 products, and therefore doesn’t display tasks from another source such as Lists or To Do.

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Microsoft Lists

task management in office 365

Microsoft Lists is an app that helps you track information and organize work by using a flattened site structure, primarily a list view for items and tasks. Lists provides a fully customizable experience where you can edit the task fields, their layout, how they are viewed, and more. Data from Lists are stored in the associated SharePoint team site, and by default, inherits permissions from that site. When creating a new list, you have the option of saving it for personal use or to an existing SharePoint site.  

Lists provide several ready-to-use templates to get started from. These templates are a great resource to review potential use cases. Microsoft Lists is usually referenced as a task management tool, and it does include templates for this purpose, but its best use is in the management of items that aren’t really tasks. This includes things like inventory tracking, asset management, a checklist, or an itinerary.

task management in office 365

Like Planner, Microsoft Lists integrates seamlessly with teams by adding the “Lists” app to a tab at the top of your channel. From there, you can create a new list or display a list you have already created. Also, similarly to Planner, Lists lacks the ability to integrate with the other task management tools, and therefore will not show your assigned tasks from other apps. However, Microsoft Lists is unique in that it integrates well with the Power Platform apps. This integration makes Lists a desirable choice if you’re going to design and build productivity apps.

Tasks in Microsoft Teams

A recent addition to Microsoft Teams is the Tasks app – a central listing of your tasks in the main Teams navigation bar. As Microsoft Teams becomes the hub for work, Tasks in Teams can easily become an essential part of your day-to-day. If a lot of your work can be done without leaving the Teams app, Tasks is likely the best choice for your task management. Tasks in Teams, which I will just refer to as Tasks, is a tool to provide a central listing of your tasks within Microsoft 365. It allows you to view from both To Do and Planner. It organizes those tasks by project and deliverable, instead of just showing a large, combined list.

task management in office 365

Tasks allow you to edit multiple tasks at once, so edits such as a change in priority or due date can be updated simultaneously amongst multiple tasks. You can create task lists within the Tasks app, and those will appear in To Do. Tasks can also be added as a tab within a Teams channel. Any Tasks tab that’s added to a channel also appears in Planner.  

Tasks are great for big-picture task management, it provides an integrated experience for managing both your personal and group tasks. The exception being that Tasks do not integrate your tasks from Microsoft Lists. However, Lists are easily viewable via the tabs in any channel, so you still have quick access without leaving Teams.

As Microsoft makes strides to improving the overall modern workplace experience, it has become clear that Teams will be used to achieve their vision. Having Tasks provide a unified task experience within the Teams app is invaluable. I suspect it will continue to improve as it becomes the primary go-to hub for people to view all individual and team tasks.

At the end of the day, the best task management tool is the one you and your team will use. If you’re still unsure of which one to use, make sure you experiment with each and see which best suits your needs. You can also take advantage of the available templates to review use cases. All the tools discussed today are cloud-based and operate seamlessly across your various devices. Task management is the key to an efficient and effective workflow, so take advantage of Microsoft’s options to find what works best for you.

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Office 365 Task Management: What You Already Have at Your Fingertips

task management in office 365

Do you have Office 365 , but are using another digital system to keep track of daily job duties or project activities? With your license, Microsoft delivers many different task and project management tools. From the simple flagging of emails in Outlook to simple or customized SharePoint lists to Microsoft Project. A project management tool focused on Office 365 users is Microsoft To Do and Planner. With the combination of these tools, you can manage tasks personal to you and tasks for a project where you collaborate with others, all in one location.

Managing Project Tasks with Microsoft Planner

Let’s start things off with Planner. It’s a task management tool (not project management) that organizes work for projects. The tool is, by nature, collaborative and is meant to be used by a group of people, all working on a single project. The methodology behind this tool is Kanban. Visualize your work, control your work in progress, minimize time organizing a timeline for projects (such as if using MS Project) and simply do the work. This tool works well for lightweight projects or operations type of work.

Microsoft provides several ways to capture information related to the tasks. Each task can be organized into buckets. These buckets are represented in columns and can be any field of your choice; this is where Planner steps away from KanBan a bit, as these buckets would typically be the stages of a task such as “Not started,” “In Progress,” “Waiting on third party.” You can still do this, but there is a dedicated “Progress” field in tasks, as mentioned below. As of September 2022, Planner now has the ability to add recurrence to tasks on a daily, weekly, monthly or custom basis .

Task Descriptors Available

  • Assigned to (can be multiple people)
  • Attachments

Office 365 Task Management Planner screenshot of task assignment screen

With all these descriptors, you can easily organize your tasks. Each Planner can display the tasks grouped in various ways, provide charts and a schedule to see how things are going quickly.

You can see all your Planner tasks in a single location under “My Tasks,” which will make it a lot easier to identify what you should focus on for your day. But what about the tasks that come in from emails? Or your personal work tasks? This is where Microsoft To Do comes in because it syncs tasks from Planner.

Managing Personal Tasks with Microsoft To Do

The feature that I like the best about To Do is its ability to combine tasks from multiple locations into a single view. With all the tasks in one place, you can identify your priorities for the day, manage them more efficiently and keep yourself more productive.

To Do captures tasks from multiple areas:

  • Flagged emails will show up in the “Flagged emails” section automatically.
  • Using Outlook on the web, add an email as a task. Click the Task icon and drag and drop.
  • These are automatically synced and show up under “Assigned to You.”
  • Yourself by manually adding

When you start to use To Do for day to day work, you’ll notice the “My Day” view resets every day. This threw me off at first, but one of the concepts behind To Do is that priorities change every day. As a result, you need a way to organize your tasks that can keep up. The “My Day” view allows you to choose what you want to focus on for the day. To assist with that, Microsoft provides AI-based suggestions. Due dates have a significant influence on what is suggested, so you’ll want to keep that organized to get the most out of the functionality.

By combining the power of To Do and Planner, you can stay on top of tasks coming from multiple sources such as email, collaborative projects and your personal work. As Microsoft announced , this idea of a combined area for your tasks will be coming to Teams, including tasks coming from office documents.

Want to learn how to easily manage your to-dos with Microsoft Teams? Check out our insight.

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To-Do

The Confusion of Office 365 Task Management and how I would like to see it changed

Don’t get my wrong, I love Office 365, I use it every day and am in it every day working with clients. There are a TON of really good things about the product, a few things that make you scratch your head, and then when that just makes you say, what the heck is Microsoft thinking? Or maybe they just aren’t thinking at all…One such aspect is Office 365 Task Management

Task Management “Apps”

Let’s start by just listing all the Microsoft/Office 365 Projects that you can store tasks in:

  • And the newest player: To-Do

And, how much integration is there between them? Pretty much, none. I get it, Wunderlist will eventually go away with To-Do is fully functional, but seriously, another product?!?!

Let’s review them a little bit and what I would like to see:

I actually really like this one, with a few updates around planner, it could be a solid tool, the biggest downside is that is has no mobile app. There also isn’t an Add-In for outlook, this would be really nice to quickly create tasks from emails…of all of them, this has the most potential.

This one I almost didn’t put in the list as it is it’s on project and geared for project management, not really task management. But, ever project has tasks, so this is yet another place to store tasks. If you are using Project and Project online, it would be really nice to see tasks roll up into planner. Let’s turn planner into that central location for all your tasks.

People live in Outlook, emails and tasks go hand in hand. Tasks were in outlook long before any of the other projects came around (I believe). I can be convinced that tasks should stay in Outlook. Maybe we don’t even need an add-in for planner in Outlook, rather, we just flag an email as an Outlook tasks and those Outlook tasks sync up to Planner. What a novel idea…I can go to planner to view and organize all my tasks 🙂

This was a Microsoft acquisition over a year ago. Since then, nothing that helps integrate it with the Microsoft ecosystem. You still can’t even attach files to a task in Wunderlist from any of the Microsoft products, but you can from Dropbox. This will eventually go away as it appears Microsoft simply acquired them for the developers and the code base. It will stick around for a while yet, but I don’t expect anything great from it. My guess is it’s just in maintenance mode.

Tasks here make perfect sense. You are taking notes in your meeting, a task comes from the meeting and you want to create a task while you’re taking your meeting notes. But…like all the other products, it’s now stuck there, there is not synchronization of that task up to any other system. As with the others, why not sync it to Planner? Some third party companies such as TaskClone have attempted to do this by looking for Tasks in OneNote and let you choose which task management app you want to sync the task to, including Wunderlist. If a third party can do this, why not Microsoft?

Tasks in SharePoint were around long before planner. These will have to stay around for a while for on-premises SharePoint users, but in Office 365/SharePoint Online, I would love to see them go away. If people want a task list on a team site, why not just create a Planner Plan and surface it via an app part in SharePoint? On-Premises, give us the option to sync a SharePoint task list with an app…hm….Wunderlist..To-Do? Again, a third party company, Task In a Box has implemented this already. At least it gives us a central location to view tasks across all our SharePoint lists.

This is more Personal task management, but it does have some hooks into Office 365. This should just be synced with either your Personal Microsoft account or your Office 365 account from a task perspective.

This will replace Wunderlist…eventually, as per the announcement today from Microsoft. What it is right now though, is just a preview of yet another task management app that has the lest amount of functionality of any of the apps mentioned above. Currently you can:

  • Add a due date
  • Add notesSet a reminder
  • Close the tasks

That’s it….I get that it is supposed to sync with Outlook tasks, but I’ve already seen rumors of that not working well. I guess that does fill a gap of Outlook tasks on mobile devices, but I don’t feel like this is what everyone is clamoring for.

I get that maybe to re-write Wunderlist for what I always hoped it would become was too much work so they had to start from scratch. But rather than start with what is currently in To-Do, why not start with something that is missing…a mobile app for Planner, especially since this is build on Office 365 (which, by thy way, To-Do doesn’t work yet with an Office 365 account, just a personal account…HUH?). This is just adding to the confusion of where do I store my tasks and what is Microsoft’s plan for task management.

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Now that I’m done with my rand, I’m not going to go before outline what I would love to see if I could define the task management road map for Office 365:

  • Create To-Do as a front end App for planner, this causes no confusion and fills a current gap
  • Create the ability for Outlook to sync Outlook tasks with Planner. This may create two desktop apps, to-do and Outlook as Planner apps, but at least the same tasks would be in both.
  • Add functionality in To-Do to add a SharePoint task list to sync with, focused primarily at On-Prem SharePoint. Each task list shows up as a different list in To-Do. Think Tasks lists are to To-Do as Document Libraries are to OneDrive.
  • Develop the functionality so a OneDrive notebook in an Office 365 Group or Team will sync anything flagged as a task to the Planner Plan associated with said Group or Team. As you take notes about meetings, those tasks are then surfaced in Planner and ultimately synced to Outlook and To-Do.
  • Make sure that for those people using Microsoft Project, those tasks get synced into Planner as well, and again, in turn will be synced to the To-Do app and Outlook
  • FINALLY, bring in the Wunderlist functionality for non-business users and people that want personal tasks and business tasks all combined. People using Wunderlist today for personal/family tasks don’t care about bullet points 1 – 5. Those all fill gaps that exist for business users. When you bring in the Wunderlist functionality you already have a solid app from going through the steps above. Maybe as part of this you add a few new features like allowing users to attach files from Personal OneDrive as well, and even choosing OneNote notebooks in their Personal OneDrive that they want to sync tasks out of into To-Do. You can still bring in the sync functionality running in the background for personal users as well so you can have family tasks list in To-Do as well, just like you do today. Even add both a Personal MS account as well as a Business Account (again, think Personal OneDrive and OneDrive for Business as a comparison).

Yes, this is a bit of rant, but also a bit of my wish list. I also realize it’s a lot easier for me to type out this road map than to actually build all of that. I’m sure you can poke holes in my road map as well and problem with that approach. But at least to me, the above fills a lot of gaps that exist today, mainly a single central task management system that can be used in several ways to meet each individual’s need. I’m still hoping To-Do goes in the direction outlined above, just in a seemingly confusing and round about way. I guess time will tell…let me know your thoughts and wishes around task management in Office 365 in the comments, would love to hear what others are thinking as well.

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Microsoft 365 Task and Project Management Tools

This article applies to: Office 365 Productivity Bundle

Microsoft offers a variety of task management apps designed to meet different needs.

To Do  and  Planner  are available to students, staff, and faculty.

Project  has an additional license cost. Staff and Faculty can  request a Project license . A Project license is required to create and modify projects. However, any Microsoft 365 user can view projects without a license.

To Do  – Great for personal task management. Tasks show in Teams and Outlook task lists.

Planner   – Designed for simple team task management. Create plans, assign tasks, and track charts of your team’s progress.

Project  – Planner does not fully meet your needs? Project can handle more complicated management such as scheduling, tracking costs, and dependencies of projects, just to name a few.

Already using Microsoft Teams?

Use the  Teams Tasks  app  to combine personal To Do and shared Planner tasks in one place. Project also has a  Teams Project  app .

Support and information for getting started with project management tools are provided by Microsoft, not through the Cornell IT Service Desk.

See Microsoft’s  comparison of project management tools .

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Best free task management software in 2024

Mehdi Punjwani

Sierra Campbell

Sierra Campbell

“Verified by an expert” means that this article has been thoroughly reviewed and evaluated for accuracy.

Published 7:24 a.m. UTC Feb. 15, 2024

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A good task management software will give you the tools you need to organize projects for your business and help individuals, teams and businesses stay organized and productive. They offer a range of features and capabilities depending on the complexities of your business and projects, allowing you to set deadlines, assign tasks to team members, allocate resources and track and report on progress.

Finding the best task management software for your business means considering a range of factors, like the core features on offer, the customer service you’ll get and the ability to scale up according to your needs. We’ve tried and tested some of the biggest platforms available to give you our list of best task management software in 2024.

Featured project management software offers

task management in office 365

Via Monday.com’s site

Monthly fee

$10 per user, with a minimum of three users

Free version

Yes, for two users

24/7 customer support

Yes, with paid plans

task management in office 365

Via Clickup’s website

$10 per user

Yes, for unlimited members

Best free task management software

  • Notion : Best for flexibility.
  • ClickUp : Best for customization.
  • Trello : Best for automation.
  • Hive : Best for collaboration.
  • Zoho Projects : Best for startups using Zoho.
  • Teamwork : Best for client task management.
  • Monday : Best for individuals and freelancers.
  • Asana : Best for complex tasks.
  • Podio : Best for app building.
  • GoodDay : Best for scaling up.

Why trust our small business experts

Our team of experts evaluates hundreds of business products and analyzes thousands of data points to help you find the best product for your situation. We use a data-driven methodology to determine each rating. Advertisers do not influence our editorial content. You can read more about our methodology below.

  • 62 companies reviewed.
  • 164 products reviewed.
  • 2,028 data points analyzed.

Best for flexibility

Notion

Cheapest paid plan (billed monthly)

Number of users, number of projects/tasks, what you should know.

Notion is a versatile task management platform that gives you a high degree of control and customization even on its free plan. With an abundance of views and formats, including Kanban boards, Gantt charts, calendar views and to-do lists, it offers users multiple ways to track and organize projects. You can also make use of thousands of templates built by Notion and its users, catering to an array of health and fitness, work and office and day-to-day home management needs.

You won’t need to pay anything to get unlimited pages and workflows as an individual, but you’ll need to upgrade to give multiple users full functionality. While you can upload unlimited files on the free plan, you’ll be limited to 5 MB per file, as well as a seven-day history and one synced database.

We’d recommend it if you want to use one platform to manage a variety of project and task types with flexible views and displays; it’s particularly good for content creators.

Pros and cons

  • Multiple views, including Kanban boards, Gantt charts and to-do lists.
  • Thousands of versatile templates for things like health and fitness, work and home.
  • Free version offers individuals unlimited pages and workflows.
  • Custom automation features only available on paid plans.
  • Maximum file upload of 5 MB on free plan.
  • Limited admin and security features on free plan.

Best for customization

ClickUp

ClickUp’s free platform gives you a highly capable and customizable task management platform with an unlimited number of tasks and members. It also offers 24/7 customer service on all plans. You’ll be able to view tasks in unlimited lists, boards and calendars, but you’ll only get 60 uses of Gantt charts, timelines and workloads.

The free plan also allows custom statuses and up to 20 custom task types, as well as other useful features like multiple assignees, checklists, dependencies and a basic custom field manager. However, you’ll only be able to create five “spaces” as part of the free plan — unlimited spaces are only available on paid plans. There are also no time-tracking features and very limited other reporting capabilities.

  • Free version offers unlimited free plan members and tasks.
  • A range of views, including Kanban boards and Gantt charts.
  • 24/7 customer support on all plans.
  • Limits on how many views, custom fields and workloads you can use.
  • No time tracking features.
  • Only five ‘spaces’ on free plan.

Best for automation

Trello

While Trello’s free platform only offers its Kanban-style board view, its two main highlights are its automation services and unlimited power-ups. With its Butler automation, you’ll be able to create rules, buttons and commands, and repetitive actions are recognized with suggested automations that help increase productivity. Third-party apps you can integrate include Slack, Jira, Gmail, Microsoft Teams and Google Drive.

You’ll be limited to 10 MB file uploads and only 10 boards per workspace, though with unlimited storage and workspaces for all plans, this isn’t too restrictive. It’s not ideal if you want to see projects and tasks in calendar or timeline views, but as a basic task manager with smart automation tools, it can be a useful platform for individuals and small businesses.

  • Very straightforward and easy to use.
  • Built-in automation features, including an automation bot called Butler.
  • Unlimited power-up feature lets you integrate third-party apps.
  • File uploads are limited to 10 MB per file.
  • You only get up to 10 boards per workspace.
  • Limited view options.

Best for collaboration

Hive

Hive comes with its own native communication tools, allowing for straightforward collaboration with up to 10 workspace members on its free plan. As a task manager, it’s fairly capable, offering unlimited tasks and subtasks as well as multiple views such as Kanban, Gantt, calendars and tables. However, you’ll only get two pages and 100 workflows, and while Kanban views are unlimited, the free plan only offers 100 uses of Gantt, calendar and table views.

Your ability to customize projects and tasks will also be fairly restricted with no custom fields or labels, and your storage limit on the free plan will be 200 MB overall. Its free plan also comes without a few other features, such as AI assists, custom dashboards and analytics. We’d recommend it as a simple free task manager for small teams working together that will benefit from its native collaborative tools.

  • Native collaboration and communication tools.
  • Multiple views and layouts.
  • Unlimited tasks and sub-tasks.
  • 200 MB storage limit.
  • 10 projects and two pages on free plan.
  • No custom project fields or task labels.

Best for startups using Zoho

Zoho projects.

Zoho Projects

Zoho offers a project manager as part of its larger suite of tools and products, offering a free version for up to three users as well as a 10-day free trial on its paid plans. You’ll be able to manage two projects, create feeds, share documents and custom statuses and set up task dependencies within projects. It’s particularly useful for startups already making use of other Zoho products like CRM, Meeting and Sprints, all of which integrate into the free platform.

You can also use third-party app integrations for Microsoft Teams and Office 365, Slack, Dropbox, Zendesk and Zapier. However, there are some significant limitations to the free version, including limited customization — you can’t create custom fields or views, and there are only basic reporting capabilities.

  • Integrates with Zoho CRM, Meeting and Sprints.
  • Straightforward and easy to use.
  • Offers useful core features, including document sharing, subtasks and custom statuses.
  • Only three users and two projects on free plan.
  • No Gantt charts, custom views, time tracking or custom fields.

Best for client task management

Teamwork

Teamwork will be particularly useful for agencies needing to manage client tasks, as it comes with built-in billable time-tracking features and estimated time management. It also offers client-level insights and client-company management, though you’ll only get client users with premium paid plans. With Teamwork, you’ll also get a range of automation features, including automatic Slack updates, HubSpot deals and Microsoft Teams messages.

It does have drawbacks in the shape of limited reporting capabilities — while all plans come with a dashboard, only premium paid plans offer reports on status, portfolio health, time, utilization and profitability. You also won’t have any phone, live chat or email support options on its free plan.

  • Billable time-tracking and invoicing features useful for agencies.
  • Client views and management features.
  • Wide range of automation features.
  • No phone, live chat or email support.
  • Limited reporting and customization options.
  • No client users on free plan.

Best for individuals and freelancers

Monday

Monday is a popular task management platform with businesses worldwide, but we’d recommend its free plan specifically for individuals and freelancers managing their businesses. It offers a straightforward Kanban interface only, with over 200 templates available, so you’ll be able to create up to three boards with two users and unlimited documents.

However, Monday’s free plan is missing a number of wider features like timeline, Gantt and calendar views, as well as offering no integrations or automations. It’s a relatively simplistic platform compared to others, so we’d recommend it more for individuals than teams that will need more advanced collaboration and reporting capabilities.

  • Over 200 templates available.
  • Apps for iOS and Android.
  • Intuitive and easy to use interface.
  • No integrations on free version.
  • Only offers Kanban view.

Best for complex tasks

Asana

We’d recommend Asana’s powerful platform as an ideal choice for small businesses managing complex tasks or projects with plenty of moving parts. With unlimited tasks, projects, file storage, assignees and messages alongside multiple views such as boards, calendars and lists all included on its free plan, it’s a capable piece of software. You’ll also have access to over 100 free third-party integrations such as Microsoft Teams, Adobe Creative Cloud, Okta and Tableau.

However, you won’t be able to use timelines, Gantt views, goals or portfolios with the free plan, nor time-tracking, workflows or various automation features. The free plan is also fairly limited when it comes to reporting, with only status updates and CSV and PDF exports available.

  • Unlimited project management essential features.
  • Multiple views available.
  • Over 100 free integrations.
  • Limited reporting features.
  • No 24/7 support.

Best for app building

Podio

Podio offers a unique solution for businesses that will benefit from building their own customized project management apps to suit their specific needs. As well as the ability to design a bespoke task manager for your team, you’ll have access to hundreds of user-created apps online. It allows you to keep all important aspects of your business and projects in one central place, depending on the requirements of you and your team.

However, its free version is limited in the other features it offers — including the number of items and client users you can support. It also doesn’t offer automated workflows or visual reports, so keep this in mind if you’re considering Podio.

  • You can build your own customizable apps for project management.
  • You’ll also have access to hundreds of pre-made apps.
  • Live chat support available.
  • Limited features on the free plan.
  • Takes a while to set up and customize to your exact specifications.

Best for scaling up

GoodDay

With a robust set of features and capabilities as well as relatively affordable price plans for upgrading, we’d recommend GoodDay for businesses looking to scale up their operations. Its free version is already quite powerful, offering unlimited projects and tasks for up to 15 users, with views including lists, boards, tables, calendars, event summaries and portfolios. You can customize views, priorities, workflows and statuses, as well as set up dependencies, reminders and to-do lists.

Other customization options are only available on paid plans, such as task, project and user fields, as well as task types and IDs. Additionally, many security features and all CRM features are only available when you upgrade, but with the next price plan up only costing $6 per month, it’s an affordable choice for scaling up.

  • Unlimited projects and tasks.
  • Unlimited views, with most available on free plan.
  • Powerful features for big businesses with affordable plans for scaling up.
  • Many customization options unavailable on free plan.
  • No finance, time tracking, chats or automation.

Best task management software comparison

Methodology

We extensively research the key competitors within an industry to determine the best products and services for your business. Our experts identify the factors that matter most to business owners, including pricing, features and customer support, to ensure that our recommendations offer well-rounded products that will meet the needs of various small businesses.

We collect extensive data to narrow our best list to reputable, easy-to-use products with stand-out features at a reasonable price point. And we look at user reviews to ensure that business owners like you are satisfied with our top picks’ services. We use the same rubric to assess companies within a particular space so you can confidently follow our blueprint to the best free task management software.

The best task management software has positive user reviews on customer review sites and app stores. Task management software companies should provide customers with fast and reliable support. Using a combination of phone support, live chat and knowledge bases, customers should be able to quickly resolve issues 24/7.

Task management software should have role assignment features, timelines and dependencies. It should also allow businesses to use customizable templates, track expenses and track milestones.

And the best task management software should offer client access, billing and invoice capabilities and budgeting features.

What is task management software and how does it work?

Task management software is a digital tool you can use as an individual or a business to manage, organize and prioritize tasks. While levels of features and capabilities will vary between platforms, many also offer the ability to communicate between team members, share files and updates and track progress toward objectives. 

You’ll be able to use task management software to create and assign tasks, set deadlines, allocate resources and allow for collaboration between colleagues. These tools can help you and your business increase productivity and efficiency. However, it’s important to be aware of how complex your needs are. 

Some task management programs can be complex and could end up reducing your productivity and organization, which is why it’s so important to find the right platform for your needs.

Benefits of free task management software

Using task management software can offer a number of benefits for individuals and businesses, including:

  • Free forever: A good free task management software will offer unlimited projects or workflows without any extra costs — not just a free trial before you have to pay.
  • Productivity: Task management platforms can increase your team’s productivity through automation, progress tracking and reporting, saving time on repetitive tasks.
  • Centralized workflow: You can use task management software to keep all workflows centralized, allowing easy access for all team members and collaborators to stay updated and informed.
  • Collaboration: You’ll be able to clearly assign roles and allocate resources on projects and tasks to different team members, and many platforms also allow team members to work together and communicate. 
  • Manage big projects: Complex and lengthy projects can be broken down into separate tasks and workflows with multiple teams and team members. 
  • Remote workers: If you rely on remote workers or freelancers, many task management platforms allow all team members to collaborate online from any location.

Who needs task management software?

Task management software can prove useful for a variety of individuals and businesses. You might be a freelancer with a number of client tasks to manage or a hobbyist running a side hustle — in which case, a free task manager will be ideal. 

Likewise, small teams and businesses can also benefit from using task management software to organize and track workflow progress for team projects. A free plan or trial period offers a great way to try out different platforms and products so you can find one that suits your needs best before committing to a paid plan with more features and capabilities required by your business.

How to choose the best task management software

Choosing the best free task management software for your business means considering a range of factors and how each of these will best suit your needs. You will need to think about the core features offered by each platform, as well as whether it plugs into any existing software you have and how easy and intuitive it is to use. 

Additionally, you should look into the customer support options each platform offers, as this will be crucial in case things go wrong and your work is at risk.

Key features to look for

Levels of complexity and customization will vary between platforms, but in general, you should look out for the following features as part of your task management software:

  • Sub-tasks: Key to keeping big projects organized, task managers should allow you to split tasks and assign different deadlines and workers to each sub-task.
  • Views and visualizations: You should also be able to see your tasks and projects in different views, like Kanban dashboards or Gantt charts. You may find these to be limited in free versions of some platforms, so check price plans to ensure you’re getting what you need.
  • Integration: If you have any existing software or hardware in use for your business, such as finance and accounting apps, design tools or communication platforms, it’s worth seeing if these will plug into the task management software you want. It helps keep everything synchronized and centralized.
  • Tracking and reporting: Your task manager should also allow you to track task and project progress against deadlines and objectives, as well as generate reports. 
  • Automation: Some platforms will even offer automation services that let you set up automatic tracking and reporting.
  • Collaboration: Lastly, if you’re managing a team’s workload, it’s vital they can work together, so look for task management software that allows for communication and role delegation.

Ease of use

Some task management tools will be relatively simple and easy to use, with intuitive drag-and-drop interfaces that allow for straightforward organization. However, others offer more complex capabilities, including multiple views like Gantt charts, calendars, lists and galleries, automated reporting and collaboration between multiple team members. 

Consider what you’ll need the software for, how many people and tasks you’ll be managing and what kind of insights you’ll want when making your choice.

Security 

You should also factor in any security requirements you might have, especially if you’re a big organization or you use third-party apps, providers or even freelancers. Being able to control access on multiple levels may be particularly important. Additionally, consider things like two-factor authentication, secure sharing and data protection when choosing platforms.

Customer service

If something goes wrong with your task manager, it can affect your business’s ability to complete projects and assure stakeholders of progress. Customer service is a key part of being able to resolve issues, so look for providers that offer both round-the-clock availability and instant contact by phone or live chat as a priority.

How much does task management software cost?

When looking for free task management software, consider whether it’s truly free forever — meaning you’ll have access to all the features on the free plan forever without having to pay. 

While this might mean many advanced features are hidden behind paywalls, you’ll at least be able to rely on the software for your basic needs without restriction. This is in contrast to free trials that often give you access to the entire platform for a limited time, after which you won’t be able to use it without paying.

If you’re looking to try a free plan in order to get a feel for a specific task management software before committing to a paid plan, you’ll likely be more on the lookout for usability as well as scalability. Consider which paid plans offer the most bang for your buck to narrow down your options, but focus on which free software feels the most natural to use for your business. 

You may find that some software platforms offer prices on a per-user basis while others offer a set number of users for each plan. Others may even have a minimum-user requirement, so if they charge a set price per user and require at least three users, you’ll need to pay three times the price you see given as a minimum.

Frequently asked questions (FAQs)

The best free task management software will depend entirely on your needs and requirements as an individual or business. ClickUp and Notion both offer great customization features, with Notion especially good for content creators.

Paid task management software plans offer a range of extra benefits, including more users or projects, additional features and advanced integrations and security. These will often be more useful for bigger teams and companies managing complex projects with multiple moving parts and stakeholders that need to be kept informed. 

When prioritizing tasks in project management, you should consider the resources available, any dependencies on the task being completed and the urgency of the request. 

Task management software lets you manage multiple tasks at work by allowing you to create, organize and assign tasks, set deadlines, track progress and, if required, add sub-tasks. All tasks are kept in one place and accessible for anyone who needs to see them, often in digestible formats like calendars, boards and timelines.

Improving task management skills will require you to be disciplined and attentive to detail in order to get the best from task management software and boost your productivity. You should: 

  • Focus on prioritizing tasks on your to-do list.
  • Create a manageable schedule for delivery with realistic deadlines. 
  • Ensure you’re communicating with stakeholders to keep everyone on the same page.

The best software will make this easy and help you manage your workload efficiently and effectively — but it’s made even easier when you know you’ve picked the right task management software for your requirements.

Blueprint is an independent publisher and comparison service, not an investment advisor. The information provided is for educational purposes only and we encourage you to seek personalized advice from qualified professionals regarding specific financial decisions. Past performance is not indicative of future results.

Blueprint has an advertiser disclosure policy . The opinions, analyses, reviews or recommendations expressed in this article are those of the Blueprint editorial staff alone. Blueprint adheres to strict editorial integrity standards. The information is accurate as of the publish date, but always check the provider’s website for the most current information.

Mehdi Punjwani

Mehdi is a writer and editor with many years of personal finance expertise under his belt. He's a spirited money-saver, with a passion for making personal finance accessible and manageable. When he isn't writing, Mehdi likes to read about history and travel, hike along coastlines and in forests, and watch his beloved team Manchester United underperform.

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How to automate your workflow with task management software

Despite an arsenal of modern task management software tools that help your employees prioritize work, manage schedules, and collaborate with one another, they may still scramble to meet deadlines.  

Many delays are due to repetitive manual tasks. Even the simple acts of replying to emails, creating task requests, or copying data from one disparate system and pasting it into another can quickly add up to lots of wasted time—especially when these tasks are done multiple times a day or week.

This is where workflow automation comes in. Put simply, workflow automation can automate the many time-consuming—and often error-prone—manual tasks that tend to slow operations down. When paired with task management software, this type of functionality can improve everyday processes and even entire projects, streamlining tasks to help individuals and teams reach their goals faster.

Let’s take a look at how workflow automation works within task management software, its business benefits, and real-world examples of how you could combine both to get tasks done faster and more accurately.

Workflow automation within task management software

For most business tasks, employees need to access and use more than one application. The best task management solutions seamlessly work with multiple applications and draw data from different tools, making it easy to create automated workflows between those apps and services.

Essentially, workflow automation uses rule-based logic and if/then statements to automate various types of manual work, with little to no coding required. Some task management solutions provide templates with predefined rules to simplify setting up automated workflows between different systems.

Whether you create your own workflow or use a template, you can configure the system to trigger steps based on conditions to automatically delegate tasks—in a secure and compliant way that helps minimize repetitive manual tasks.

Once automated tasks are created, they are easy to add, sort, organize, and view via a task management dashboard—a central location that displays all information about a task, including collaborators, updates, and deadlines.

From automating the sending of emails to coordinating approvals, here are three simple ways that workflow automation can elevate your business processes:

Receiving requests by email

  • Manual scenario: A company’s social media team invites other departments to contribute post content. The team manager then adds each post to the task management software.
  • With workflow automation: The social media team creates a new workflow within the task management software, which scans incoming emails for the subject header “Social Media Request”—then automatically populates the posts to their respective fields in the task management software.

Responding to applications from external prospects

  • Manual scenario: The human resources department organizes its hiring process using task management software. As part of the process, an administrator must manually forward resumes accepted via email to the person overseeing the respective hiring department, and then send a thank-you response to the applicant.
  • With workflow automation: The administrator builds a workflow in the task management software that requires prospects to fill out a web form, effectively removing the need for manual follow-up. When prospects apply for jobs using the form, a notification is immediately sent to the appropriate department, and an automatic email or text message goes to the applicant thanking them for their interest.

Coordinating a report generation and approvals process

  • Manual scenario: Every month, an accounting team manager must create an expense report for leadership. Before it’s distributed, the manager must collect information from three directors, then compile the report and solicit each director’s approval. This process requires countless hours following up with directors, sending multiple reminders, and dealing with multiple drafts—which can result in confusion and potential report errors.
  • With workflow automation: The manager creates a workflow in the task management software that automatically notifies directors when to submit information for the next report. The manager also sets up automatic reminders if responses aren’t received within 24 hours, and at 12 specified intervals after that. Meanwhile, the manager uses a similar automated process when director approval is required for the new report—with the workflow set up to trigger an announcement when the report is ready for the next director to review.

Business benefits of add-in workflow automation

Here are just a few business benefits of using task management software with built-in workflow automation functionality:

  • Simplified task and project management : Task automation expedites business processes, leading to fewer delays along entire projects. This reduces the need for managers to micromanage tasks, allowing them to focus on the work they need to do themselves.
  • Less room for error: Because it removes the need for manual data entry, workflow automation helps reduce mistakes and improves transparency. If errors occur, you’re able to review your specific task management board and workflow to pinpoint the exact location where mistakes happened.
  • Improved productivity across different working environments: When workflows are automated, employees and teams save a lot of time normally spent on sending emails and updating information within multiple tools. Moreover, with many companies working in hybrid environments, task management software with workflow automation helps further strengthen collaboration, as well as task organization and tracking.

Get started by automating one frustrating task

Begin by selecting one manual task that tends to create frustration for your teams. Analyze the performance of the task both before and after automation—and its impact on the overall business process.

Over time, continue looking across your organization’s task management boards for manual tasks that could be streamlined and made more efficient through automation. In no time, task management software with workflow automation will become an indispensable tech tool for your company, and you’ll see tasks and projects being completed more efficiently than ever before.

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  1. Track and Manage Tasks

    Manage tasks and work with Microsoft 365 Stay on top of all your tasks View all your tasks from Microsoft To Do and Microsoft Planner with Tasks in Microsoft Teams. Plus, create tasks from Teams messages and publish tasks from corporate to frontline workers.

  2. Tips for task management across Microsoft

    Tips for task management across Microsoft By MicrosoftPlanner Team Published Jan 31 2022 01:34 PM 24.2K Views undefined We're back with the second post in our blog series about task management tips for beginners. Our first post takes you on a high-level tour of Microsoft Planner and tips for effectively managing your team plans.

  3. Efficient task management in Microsoft Teams (free)

    Manage tasks Creating tasks is just the start. From there, each task can be assigned, scheduled, tracked, and so on. Choose the task list tab that you want to manage at the top of a chat. Then either choose the action at the top of the task list or select More actions in the task that you want to update. Actions include:

  4. What task management platform is best for me?

    There are a number of ways to manage tasks in Microsoft 365, some of which overlap, while others don't. Where are all the places we can create tasks? Why are there so many options? Microsoft has offered a variety of tools to address different use cases for task management, from personal to enterprise.

  5. Which O365 Task Management Tool Should You Use?

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  7. Track and Manage Tasks

    Task management in Microsoft 365 Easily manage tasks across Microsoft 365 Access and update your tasks as you work, no matter which app you're using. See business plans and pricing See enterprise plans and pricing See your tasks where you work Stay focused and productive wherever you go.

  8. To Do List and Task Management App

    To Do List and Task Management App | Microsoft To Do A smart daily planner Set yourself up for success with My Day, intelligent and personalized suggestions to update your daily or weekly to do list. With both a Microsoft to do desktop app and mobile app available, it is easy to stay on task all day long. Manage your to do list online

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    Option 1: Tasks Web Part The first option is to use the good-old Tasks Web Part in SharePoint. While it may be considered old-fashioned compared to other options we now have, it is still a viable option as it allows you to create own metadata, send emails to those Assigned to the task as well as integrate with MS Project .

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  14. Task Management in Office 365

    Creating and Completing Tasks in OWA. Navigate to Outlook. Click the Task Icon. Select Add a Task. Enter information for the Task. Click the Add button. Task has been added to the Tasks list. After the task has been created and added to the list, you can add additional information by right clicking the task.

  15. Using Outlook's task management features

    July 14, 2023 How to use Outlook's task management features You can use Outlook for more than just sending emails. Learn how you can use Outlook to help with task management. If you have a lot on your plate or are trying to get better at task management, Outlook is a great place to start.

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    Using Outlook on the web, add an email as a task. Click the Task icon and drag and drop. For your projects using Planner. These are automatically synced and show up under "Assigned to You.". Yourself by manually adding. When you start to use To Do for day to day work, you'll notice the "My Day" view resets every day.

  17. The Confusion of Office 365 Task Management and how I would like to see

    This is more Personal task management, but it does have some hooks into Office 365. This should just be synced with either your Personal Microsoft account or your Office 365 account from a task perspective. To-Do. This will replace Wunderlist…eventually, as per the announcement today from Microsoft.

  18. Integrated Task Management

    1. Combine individual and team tasks Being able to easily view everything you're responsible for in one place is the epitome of connected task management. Consider team collaboration and connectivity hubs, such as group chat software, with task management features that bridge the gap between individual and team tasks.

  19. Microsoft 365 Task and Project Management Tools

    A Project license is required to create and modify projects. However, any Microsoft 365 user can view projects without a license. To Do - Great for personal task management. Tasks show in Teams and Outlook task lists. Planner - Designed for simple team task management. Create plans, assign tasks, and track charts of your team's progress.

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  21. Automate Workflow with Task Management Software

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