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To Do - Planner Tasks in To Do Tutorial

In this video, you will learn about Microsoft Planner and how it can help you organize your team's tasks.
The video covers topics such as creating and prioritizing tasks, tracking delegated tasks, and managing them effectively.
This will help you streamline your project management and improve collaboration within your team.
Microsoft Planner is a user-friendly task management tool that allows you to distribute workloads, compartmentalize tasks, and track progress easily.
By using Microsoft Planner, you can optimize your personal work, visualize deadlines, and prioritize tasks.
Additionally, you can integrate Microsoft Planner with other Microsoft applications such as Teams and Outlook for enhanced productivity.
With its charts view, you can have a global overview of your work and track completed tasks.
Overall, this video provides a comprehensive guide to using Microsoft Planner for efficient task management.

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Description

Objectifs :

This document aims to provide a comprehensive overview of how to connect Microsoft Planner to Microsoft 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 Microsoft To Do allows users to synchronize their tasks seamlessly. This integration ensures that tasks assigned in Planner appear on the home screen of the To Do app, facilitating better task management.
Viewing and Managing Tasks
Once connected, each task assigned to you in Planner will be visible in To Do. This feature enables you to add Planner tasks to your daily agenda just like any other task created directly in To Do. The information for each task remains consistent across both applications.
Synchronization of Task Completion
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, and vice versa. This ensures that your task progress is accurately reflected in both applications.
Editing Tasks
If you need to modify a task in Planner, such as adding steps, deadlines, or notes, these changes will automatically update in To Do. You can also open a task in Planner directly from To Do to access additional options specific to Planner.
Deleting Tasks
To delete a task, simply press the trash icon. Be cautious, as this action will also remove the task from your Planner app. It is important to be aware of this synchronization when managing your tasks.
Task Management Options
You have several options for managing your task list through the menu in To Do. These include: - Selecting multiple tasks to change them in bulk. - Moving tasks to another list or removing them. - Changing the graphic theme of your list by assigning a color or photo. - Hiding or viewing completed tasks.

FAQ :

How do I connect Microsoft Planner to Microsoft To Do?

To connect Microsoft Planner to Microsoft To Do, go to the settings in either application and look for the integration options. Follow the prompts to link your accounts.

What happens when I complete a task in Microsoft To Do?

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

Can I add notes to tasks in Microsoft Planner through To Do?

Yes, you can add notes, deadlines, and steps to tasks in Microsoft Planner through Microsoft To Do, and these changes will be reflected in both applications.

What should I do if I want to delete a task?

To delete a task, press the trash icon in Microsoft To Do. Be aware that this will also delete the task in Microsoft Planner.

Is it possible to change the theme of my task list?

Yes, you can change the graphic theme of your task list by assigning it a color or photo through the settings menu.

Quelques cas d'usages :

Project Management in Teams

Teams can use the integration between Microsoft Planner and To Do to manage project tasks efficiently. By synchronizing tasks, team members can see their assigned work in To Do, ensuring they stay on track with deadlines and project milestones.

Personal Task Organization

Individuals can leverage the synchronization feature to manage both personal and professional tasks. By adding Planner tasks to To Do, users can prioritize their daily activities and ensure nothing is overlooked.

Task Delegation and Tracking

Managers can assign tasks in Microsoft Planner and track their completion in To Do. This allows for better oversight of team responsibilities and progress, facilitating timely follow-ups and adjustments.

Customizing Task Lists

Users can customize their task lists by changing themes and organizing tasks into different lists. This personalization helps in visualizing priorities and enhances productivity.

Glossaire :

Microsoft Planner

A project management tool that allows users to create plans, assign tasks, and track progress within a team.

Microsoft To Do

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

Synchronized List

A list that is automatically updated across multiple applications, ensuring that changes made in one app are reflected in another.

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.

Bulk Selection

The ability to select multiple items at once for collective action, such as moving or deleting tasks.

Graphic Theme

The visual design elements of an application, including colors and images, that can be customized by the user.

Available in Microsoft365

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chosen to connect planner to Microsoft

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to do a synchronized list containing

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the task assigned to you in,

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your planner will appear

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on your apps home screen.

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Each task assigned to you

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in your planner will appear

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in to do. This allows you to add your

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planner tasks to your day, just as

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you would for a task created in to do.

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When you open each test information is

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the same as in planner, but it's not all.

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Indeed, both applications are synchronized.

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If you validate a task in to-do, it is also

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marked as completed in

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planner and vice versa. If you

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change a planner task from to do,

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for example by adding steps. A deadline.

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Or notes. These changes

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are reflected in planner.

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If you wish, you can

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open this task in planner

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via to do to access other options

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specific to the planner. Finally, you

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can delete a task by pressing

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the trash icon. Be careful doll.

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Keep in mind that it will also

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be 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 your task by selecting them in bulk,

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moving them to another list or removing them.

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Change the graphic theme on your

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list by assigning it a colour or

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photo and finally hide or viewed

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it ask you have completed.

Mandarine AI: WHAT YOU SHOULD KNOW

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