To Do - Planner Tasks in To Do Tutorial

In this video, you will learn about organizing and managing tasks with Microsoft Planner.
The video covers topics such as creating a plan, prioritizing tasks, tracking delegated tasks, and managing them effectively.
This will help you optimize your teamwork and project management by using the user-friendly interface and cross-functional applications of Microsoft Planner.
Additionally, you will discover how to integrate Planner with Microsoft Teams and Microsoft Outlook for better task organization and productivity.
By the end of the video, you will have a clear understanding of how to use Microsoft Planner to streamline your task management process.

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Available in Microsoft365

Objectifs :

This document aims to provide a comprehensive overview of how to connect Microsoft Planner with To Do, detailing the synchronization of tasks, management options, and user interface features.

Chapitres :

Introduction to Microsoft Planner and To Do Integration
Connecting Microsoft Planner to To Do allows users to synchronize their tasks seamlessly. This integration ensures that all tasks assigned in Planner are reflected in To Do, enhancing productivity and task management.
Viewing and Managing Tasks
Once connected, all tasks assigned to you in Planner will appear on your To Do home screen. Each task can be opened to view detailed information, which is consistent with what is available in Planner. Users can also add tasks to their 'My Day' list in To Do, similar to how they would for tasks created directly in To Do.
Synchronization of Task Status
The synchronization between Planner and To Do is bidirectional. If you mark a task as completed in To Do, it will also be marked as completed in Planner. Conversely, any changes made to a task in Planner, such as adding steps, deadlines, or notes, will be reflected in To Do. This ensures that users have the most up-to-date information across both applications.
Accessing Planner Tasks
Users have the option to open tasks in Planner via their web browser. This feature allows access to additional options specific to Planner, enhancing task management capabilities.
Deleting Tasks
To delete a task from Planner, users can click on the trash icon. It is important to note that deleting a task in To Do will also remove it from Planner, so caution is advised when managing tasks.
Customization and Options
Users can customize their task list through various options available in the menu. These include changing the graphic theme, viewing or hiding completed tasks, printing the list, pinning it to the start menu, or hiding a smart list. If a user wishes to hide their Planner tasks from the 'Today' view, they can reactivate this feature at any time through the app settings.

FAQ :

How do I connect Planner to To Do?

To connect Planner to To Do, go to the settings in your To Do app and select the option to link with Planner. This will allow tasks assigned to you in Planner to appear in To Do.

What happens when I complete a task in To Do?

When you complete a task in To Do, it is also marked as completed in Planner, ensuring both applications are synchronized.

Can I add notes to tasks in Planner?

Yes, you can add notes to tasks in Planner. These notes will be reflected in To Do if the task is synchronized.

How can I delete a task in Planner?

To delete a task in Planner, click on the trash icon next to the task. Be aware that this will also delete the task in To Do.

What is a Smart List in To Do?

A Smart List in To Do is a list that automatically updates based on criteria you set, allowing you to manage your tasks more efficiently.

Quelques cas d'usages :

Project Management

Using Planner and To Do together allows project managers to assign tasks to team members and track their progress in real-time, improving overall project efficiency.

Personal Task Organization

Individuals can use To Do to manage their personal tasks while synchronizing with Planner for work-related tasks, ensuring they stay organized across both personal and professional responsibilities.

Team Collaboration

Teams can collaborate more effectively by using Planner to assign tasks and To Do to manage individual workloads, allowing for better visibility and accountability.

Deadline Management

By utilizing deadlines in both Planner and To Do, users can ensure that tasks are completed on time, helping to meet project milestones and personal goals.

Task Review and Adjustment

Users can review tasks in Planner, make adjustments such as adding steps or notes, and see those changes reflected in To Do, facilitating better task management.

Glossaire :

Planner

A task management application that allows users to create, assign, and track tasks within a team or project.

To Do

A personal task management application that helps users organize and prioritize their tasks and to-do lists.

Synchronized

The process of ensuring that two or more applications or systems reflect the same data and updates in real-time.

Task

A specific piece of work or duty assigned to an individual or team, often with a deadline.

Deadline

The latest time or date by which a task must be completed.

Notes

Additional information or comments added to a task to provide context or details.

Smart List

A dynamic list that automatically updates based on specific criteria or filters set by the user.

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to Microsoft to do a synchronized list

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of task assigned to you in your planner

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will appear on your apps home screen.

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Each task assigned to you in your planner

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will appear in to do when you open each task.

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The information is the same as in planner.

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You can also add this test your day as

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you would, for a task created in to do.

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But it is not all,

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both applications are synchronized

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if you validate a task in to-do.

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It is also marked as completed in planner.

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And vice versa,

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if you change a planner task from

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to do for example by adding steps.

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A deadline.

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Or notes. These

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changes are reflected in planner.

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If you wish you can open this

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task in planner via your browser.

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Leah to do to access other

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options specific to the planner.

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Finally, you can delete your planner

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task by clicking on the trash icon.

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Be careful, though,

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keep in mind that they are also

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deleted in your planner app.

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You have several options for

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this list through this menu.

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Change the graphic theme on your list.

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View or hide your completed task.

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Printer list or pin, it to the start menu.

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And finally hide a smart list.

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So you do not see your planner tasks

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in today you will be able to reactivate

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it at anytime by going to your app

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settings and activating the list.

Mandarine AI: WHAT YOU SHOULD KNOW

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