![]() Also like in a SharePoint task list, you can complete a task with a single click of the checkmark icon on the task. ![]() But, if there are parent-child tasks, you could utilize a Planner Bucket to organize the child tasks.įollowing on the above, the child task then becomes the actual task in Planner.Įach task has the core metadata built-in like Start and End Dates, Assigned To, Title, Description, tracking of Comments and activity, holding attachments and tracking checklist items. If there are no child tasks, then a SharePoint task is a Planner task. In a SharePoint task list, tasks can be all at one level, or they can be in a parent-child. There is also a “My tasks” view available via the left navigation menu that will show all tasks assigned to you across all plans: In Planner, it’s not as flexible as a SharePoint view but you can use the Filter and Group By options: Like any SharePoint list or library, you can create and utilize views to customize what parts of the data you want to see. There is one Plan per Office 365 group, if you create a new plan it will create a new Office 365 group. This is not the only way to do it, but this is a good starting point:īoth the SharePoint site itself containing the task list and the task list itself would become a Plan in Planner which is contained inside an Office 365 Group. Here is a quick summary of how things will translate. But let’s walk through how the different features potentially translate from one to the other for effective task management. It works great when you need group-based task collaboration and don’t need lots of custom metadata fields.įirst let me be clear that there is no official migration mechanism to take an existing SharePoint Online task list and migrate it to Planner. ![]() It is all web-based, responsive and mobile-friendly along with a dedicated mobile app. ![]() Microsoft Planner is the new kanban-style task management application provided by Microsoft as part of Office 365. Microsoft To-Do is targeted purely for personal task management so we will focus our efforts today on how we can move away from outdated SharePoint tasks to Microsoft Planner. Which you use really depends on your requirements and how many people you are collaborating with. ![]() When it comes to task management in Office 365 and SharePoint Online, you have three choices: ![]()
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