Video Training Microsoft 365 - Choose your task management tool

Training Theme 

This module introduces the overall logic of a task management system within Microsoft 365. 
It presents the main available tools Outlook, Forms, Teams, Lists, Planner, Loop, and To Do and shows how to combine them to create a consistent chain: request capture, structuring, execution, collaboration, and personal tracking. 

 
The objective is to help each user define a single entry point, a reliable register, and a clear method to prioritize and track their work daily. 

Training Objectives 

By the end of this training, you will able to :

• Understand the roles and complementarity of Microsoft 365 tools related to task management. 
• Identify the right tool according to the context: personal, collaborative, or cross-functional. 
• Implement a structured system: entry point, register, execution, communication, monitoring. 
• Master information flow between Outlook, Lists, Planner, Loop, and To Do. 
• Adopt a sustainable approach to work management within a Microsoft 365 team. 

Prerequisite and Target Audience 

​Target audience:  Microsoft 365 users who want to organize, prioritize, and track their tasks more efficiently
​Starting Level: Beginner
Prerequisites: Have an active Microsoft 365 account; no technical knowledge required

Means and Methods 

• Tutorial Videos: A selected series of videos will help you achieve the defined educational objectives.
• Evaluation Quiz: A quiz will be provided at the end to validate your understanding.

Training Content 

11 tutorial videos divided into 5 lessons

• Lay the foundations of the system 
  • Choose your task management tool 
  • Centralize emails, conversations, and forms into a single task management flow 
• Structure the request 
  • Create a task tracking board in Microsoft Lists 
  • Create tasks automatically from a SharePoint list 
• Collaborate and execute 
  • Collaborate on tasks with Teams, Loop, and Planner 
  • Manage team tasks with Microsoft Planner 
  • Track your daily tasks with To Do and Planner 
• Automate and improve 
  • Choose between Forms, Lists, and Power Apps to collect and manage tasks 
  • Automate task creation and deadline reminders 
  • Track in Planner and Lists and summarize in Teams 
  • Summary of the Microsoft 365 task management system 
• Summary 
  • Summary of the Microsoft 365 task management system 

1 Course Knowledge Validation Quiz 

Learn more about Microsoft 365 task management tools

Intuitive yet comprehensive, the task management system in Microsoft 365 helps you structure, monitor, and automate teamwork daily. 

Thanks to the native integration between Outlook, Teams, Lists, Planner, Loop, To Do, and Power Automate, every action remains linked to its context from the initial message to the completed task. 

These complementary tools offer continuous experience: request capture, data organization, collective execution, personal tracking, and key automations. 

Accessible from the browser, the Teams app, or mobile, this ecosystem helps you gain clarity, responsiveness, and consistency, while simplifying collaboration across departments. 

This learning path makes work management smoother, more measurable, and more transparent helping you move faster from request to action.