How to use Tasks in Microsoft Teams (To Do + Planner)

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  • เผยแพร่เมื่อ 26 ธ.ค. 2024

ความคิดเห็น • 327

  • @KevinStratvert
    @KevinStratvert  3 ปีที่แล้ว +13

    ⏭ Here's a playlist of all my videos on Teams: th-cam.com/play/PLlKpQrBME6xJ4Mxv00syl8iOSgL-GVLMG.html

  • @ResaRiskianaX
    @ResaRiskianaX ปีที่แล้ว

    Thanks! This is awesome, simple and easy-to-learn video..

  • @bmo3778
    @bmo3778 2 ปีที่แล้ว +2

    so my company/institution finally bought license for some microsoft 365 apps and especially Teams, now these videos are essential to me

  • @pieceofmind8421
    @pieceofmind8421 6 หลายเดือนก่อน +1

    I love your channel. All your teachings are always so easy to follow straight to the point. No rambling. This is definitely your calling. Thank you for always doing these amazing videos.

  • @edvinklimentic
    @edvinklimentic 3 ปีที่แล้ว +4

    It is entirely a different world when you explain any app vs someone (anyone) else. I really feel obligated to leave a comment aside from thumbs up because you make whole lotta difference. Great all MS Teams videos and all others. (I wish I have all the time in the world to watch them all) :) ...P.S. Keep making them forever.

  • @ctgrowth
    @ctgrowth 20 วันที่ผ่านมา

    My Favorite MS Apps TH-camr

  • @tahakhalil
    @tahakhalil 3 ปีที่แล้ว +1

    Excellent video Kevin very clear pls provide more similar videos in the future. thanx mate

  • @kivikocher8458
    @kivikocher8458 3 ปีที่แล้ว

    Brilliant video as always. Couple of comments, which I believe vital when I assign a task to anyone:
    1- no place to ad time of the task, so when connect to the Outlook it books the entire day for that task.
    2- Where do add address details? If I want to give two tasks to someone at two different location and time.
    I will be grateful for your feedback and advice if there is a way round this.

  • @mrcayex
    @mrcayex 2 ปีที่แล้ว

    your videos have saved me SO much time

  • @abdirazakmohamedibrahim2281
    @abdirazakmohamedibrahim2281 5 หลายเดือนก่อน

    Well done, Kevin, appreciate your effort.

  • @shreniksuman8547
    @shreniksuman8547 4 ปีที่แล้ว +11

    I love your Microsoft Teams vids and the windows tips and tricks as well as office 365 tips and tricks ! You have helped me a lot in this "work from home situation". Keep up with the good work and I'm looking forward to trying cookies from your company ;)

  • @financeliecan2728
    @financeliecan2728 11 หลายเดือนก่อน

    Well structured video, this will assist greatly in the workspace. Great Content.

  • @RhondaPeters
    @RhondaPeters 3 ปีที่แล้ว +1

    Thank you! this was a great review and easy for me to follow!

  • @Sergio-Here-In-Community
    @Sergio-Here-In-Community ปีที่แล้ว

    Perfect video, direct to the point!!!😁

  • @ahmetyasarozer
    @ahmetyasarozer ปีที่แล้ว

    Excellent video. Thanks Kevin.

  • @rafa_batera
    @rafa_batera 4 ปีที่แล้ว +1

    Congratulations Kevin! What a nice and organized way of explaining MS Teams functions and resources! For sure I will look for the other videos!

  • @hoyoveki
    @hoyoveki ปีที่แล้ว

    Kevin, your videos are super helpful, I'm really learning stuff, thanks a lot!

  • @yt_bharat
    @yt_bharat 4 ปีที่แล้ว +2

    Most positive person with such an amazing skill set. Thanks brother for all this information

  • @canrightc
    @canrightc 3 ปีที่แล้ว

    Excellent tutorial. Thank you

  • @goranmanojlovic982
    @goranmanojlovic982 ปีที่แล้ว +1

    Hi, do tasks created in outlook appear here? Thanks 😊

  • @derrickkluyts8328
    @derrickkluyts8328 4 ปีที่แล้ว +18

    Planner is useless in the business world because, Microsoft failed to start with the basics, "permissions". Any user is capable of deleting, modifying and moving tasks. For this reason I can't see any use for it.

    • @iansmith6363
      @iansmith6363 11 หลายเดือนก่อน +2

      Don't you have more fundamental problems if your people are intentionally deleting tasks you assign them? I may be missing something. All the best.

    • @altafmubarak
      @altafmubarak 9 หลายเดือนก่อน +2

      Not only that it also doesn’t provide any time stamp on comment so you can track the dates

    • @adpaulsen6600
      @adpaulsen6600 9 หลายเดือนก่อน

      Sounds to me that drives ownership and accountability.

  • @XMegaJuni
    @XMegaJuni 4 ปีที่แล้ว +10

    I love you for covering MIcrosoft Teams, i need to learn this!

  • @danieltheroux6378
    @danieltheroux6378 4 ปีที่แล้ว +1

    Thanks for all the great content Kevin. I found a Flow that sends flagged emails to Planner. It’s the solution I’m using until Flagged emails gets added to the Tasks app. Keep up the good work

    • @JonStratford1234
      @JonStratford1234 4 ปีที่แล้ว

      Cool idea.

    • @JonStratford1234
      @JonStratford1234 4 ปีที่แล้ว +1

      @Daniel Theroux how do you keep your flagged emails private in the plan you created? Did you create a Group + Team + Channel with only one member?

  • @katebaal-hammadi6450
    @katebaal-hammadi6450 3 ปีที่แล้ว

    Very fruitful subject and nice explanation. Thanks!

  • @HelpfulThings
    @HelpfulThings 2 ปีที่แล้ว

    Super demo as always!!!

  • @brasildiverso
    @brasildiverso 3 ปีที่แล้ว

    Very good video and organization

  • @wilsoncruz9813
    @wilsoncruz9813 ปีที่แล้ว +1

    my supervisor and I would love to do this in a private channel where only us two can see the tasks. Is that possible?

  • @CalifornianViking
    @CalifornianViking 2 ปีที่แล้ว +3

    It is December 13, 2022, and there are still no flagged emails in Tasks see 7:00 - I would love that feature. Same also with tasks from OneNote.
    Great video though.

  • @shahnawazabbasi6911
    @shahnawazabbasi6911 3 ปีที่แล้ว

    awesome and helpful!! Thanks Kevin

  • @ZoneTennisJapan
    @ZoneTennisJapan 2 ปีที่แล้ว

    awesome contents. it help me getting started for the new job

  • @manjarisrs
    @manjarisrs 7 หลายเดือนก่อน +1

    Thanks for the great video, it is very clear and useful. I am trying to find out what can be done if someone from a team deletes a task from a bucket. It that had valuable comments to it and is a big loss. How can it be restored?

  • @quertzz
    @quertzz 3 ปีที่แล้ว

    Great video, thanks a lot!

  • @rgcazo
    @rgcazo 3 ปีที่แล้ว

    Very helpful. Thank you!

  • @yequene
    @yequene 2 ปีที่แล้ว +4

    Kevin, you really rock! Your videos are well explained, easy to follow and very useful. Thank you.

  • @bryansaville2282
    @bryansaville2282 4 ปีที่แล้ว +8

    Any idea when MS were looking to integrate planner/tasks into your own personal outlook Calendar Kevin? This is a critical step I don’t believed MS have yet bridged if people still work primarily from their calendars. Thanks in advance. Keep up the great vids

  • @danbressler
    @danbressler ปีที่แล้ว +1

    Kevin... had a question from a supervisor about Tasks by Planner. This particular supervisor has requested a way in Teams to be able to see a COMPLETE EXHAUSTIVE LIST of every tasks within multiple channels in multiple teams, no matter who they are assigned to. I have not found a way to do this since each team is compartmentalized. Do you know of a way to view a complete list of tasks that span multiple teams/channels? This person needs to see the progress of all tasks within various teams and does not want to have to click on each channel within each team to see those task lists. Thank you!!

  • @Nashe_Dete
    @Nashe_Dete ปีที่แล้ว +1

    Thank you for this video it was more than helpful and perfectly presented! One thing i need help understanding is, is there a way to mark that the task has been opened/started working on like processing or there is only option to mark it done?

  • @arabianoud3812
    @arabianoud3812 2 ปีที่แล้ว

    Very elaborated thanks

  • @QuynhNguyen-xn5gu
    @QuynhNguyen-xn5gu 3 ปีที่แล้ว

    Great video, Kevin! Thank you!

  • @kenshomi2
    @kenshomi2 3 ปีที่แล้ว +1

    Great video. As a program owner, I'd like to see all tasks for a given
    person across multiple 'plans' is that possible? Using filters you can
    only see one plan at a time.

  • @sharonpierrelouis5374
    @sharonpierrelouis5374 3 ปีที่แล้ว

    OMG! I am literally watching this video on October 14, 2021. One year after it was downloaded.

  • @xuebingchen5104
    @xuebingchen5104 ปีที่แล้ว

    Thank you Kevin for the video. Do you know how to change the "group by Due Date" as the default when I click "Board" ? Thanks

  • @Racontact
    @Racontact 4 ปีที่แล้ว +16

    Whenever my team looks for info regarding msteams we always do the home alone mom's frantic scream for "KEVIN"!

  • @MrPeterdeniet
    @MrPeterdeniet 4 ปีที่แล้ว +5

    On a related note, maybe you can answer a question for me that Microsoft has not done a very good job addressing for me. I use Outlook and ToDo. I do not want my Tasks in ToDo to appear on the Task list in Outlook. Is there a way to prevent it?

    • @fynn8195
      @fynn8195 4 ปีที่แล้ว +1

      No there is no way to do so. MS To Do will ultimately replace all task management for personal use, i.e. the personal outlook tasks as well as One Note tasks (at least by linking all of them together)

  • @fernandomachucaneto4391
    @fernandomachucaneto4391 3 ปีที่แล้ว

    Congrats for your work.

  • @marlinhicks
    @marlinhicks 3 ปีที่แล้ว

    Thank you so much for this walk through! I was trying to answer the question of whether there were other priority levels.

  • @tungvu9843
    @tungvu9843 3 ปีที่แล้ว

    Great Kevin, appreciate for your sharing, would ask you how can i delete new list or plan created?

  • @xemxem2023
    @xemxem2023 3 ปีที่แล้ว

    This looks cool. thanks.

  • @solareaaaaMT
    @solareaaaaMT ปีที่แล้ว

    This helps a lot! Thank you but I would like to know if there's a way that it will have a pop notification if the task is about to be completed?

  • @drewaugust
    @drewaugust 4 ปีที่แล้ว +1

    Will there be a re-occurring feature? Let say I needed to have a task for the last day of every month...

  • @chriscarr3129
    @chriscarr3129 3 ปีที่แล้ว

    This is an awesome video. thank you!!

  • @AkshayPatil-si2kz
    @AkshayPatil-si2kz 3 ปีที่แล้ว

    wow! what a great video. So precise and accurate. Thank you!

  • @tanhooijing
    @tanhooijing 3 ปีที่แล้ว +2

    Hi Kevin, can you demonstrate how we can import task list from external app/software to Mircrosoft Tasks like Jira or can we export our Microsoft Tasks to excel/csv?

  • @tshepisomakgatlhe7037
    @tshepisomakgatlhe7037 ปีที่แล้ว

    Hi Kevin is there a way to either lock due dates for when you assign a task, or to be notified should someone change a due date for a task assigned to them

  • @Tantofieke
    @Tantofieke 3 ปีที่แล้ว +1

    Hi Kevin, I have a question, If my channel within Teams is private I don't see the option to select it and assign task to that specific channel. Why? I want to assign tasks that should only visible for those who relate to that specific channel.

  • @alejandrocastillo9819
    @alejandrocastillo9819 3 ปีที่แล้ว

    Thank you! Very useful! :)

  • @AstorgaRoads
    @AstorgaRoads 4 ปีที่แล้ว +1

    Thanks great video, how about I have 5 people in my team, lets say they have the same task to complete individually like deliver cards, how do I assign them the same task and I want to know who has started and finished individually?
    I dont want that the task says completed if only one has done it. I want to know individually.
    Thanks

    • @danielosorio484
      @danielosorio484 4 ปีที่แล้ว

      Same question

    • @douglasmckinley-sr1507
      @douglasmckinley-sr1507 3 ปีที่แล้ว

      They do not have the same task. They all have individual tasks with similar activities. You would have to assign an individual task to each of them "deliver cards".. That way you can track the progress individually.

  • @gvalen44
    @gvalen44 ปีที่แล้ว

    @Kevin What’s the difference between planner and milestones looks very similar? As always good stuff!

  • @marcusfrisch5072
    @marcusfrisch5072 3 ปีที่แล้ว

    This was soooo helpful! Thank you so much.

  • @adnanahsan5717
    @adnanahsan5717 ปีที่แล้ว +1

    Hey, Kevin. i am one of your old subscriber. i love the way you teach, so easily understanble way. just want to know is there any way i can add multiple tasks of different times in one go to micrsoft to do. If it is it will help me out really. please guide.

  • @ChristineLeonard-e6e
    @ChristineLeonard-e6e ปีที่แล้ว

    Kevin, when everyone in a group needs to complete the same task, for example "submit month end report", is there a way to have each individual person check off that the task is complete within the same task? Currently when I add multiple people to the task, it becomes inactive as soon as the first person marks it complete. Thanks!!

  • @zahranalband4872
    @zahranalband4872 2 ปีที่แล้ว

    Hi and thanks for your great information . I have created a task and defined some items for it. How can I add subitem to every item?

  • @AJRoy-mm6oq
    @AJRoy-mm6oq 2 ปีที่แล้ว

    Thank you very much. I remember when my last job started using teams and we hated it. Now that I am in a new place I can not believe how much i have missed and the opportunities that are being missed. The tasks and buckets were always made and then we just got them assigned to us. This was very helpful so i can try and set it up correctly. If anyone knows how you can or even of you still can create a template for tasks and buckets still I would love a link to learn that as well. Thanks again.

  • @tamtam9034
    @tamtam9034 3 ปีที่แล้ว

    Thank you!

  • @rawhidehat
    @rawhidehat 4 ปีที่แล้ว +7

    Can you do a video on managing notifications in Teams?

    • @heatherfeather2621
      @heatherfeather2621 4 ปีที่แล้ว +1

      I just asked the same thing because of the quirks with guests and teams lacking connection to a ms group!

  • @tjbroussard3524
    @tjbroussard3524 8 หลายเดือนก่อน

    I wish you could customize the columns (customize categories). Type of task (customized), requestor, etc.
    Kind of like a to do list cue and share with others showing you are here on the list. And a way to align it by priority formula or logic you set. From highest to lowest

  • @shafiakutty
    @shafiakutty 4 ปีที่แล้ว

    Great work !

  • @lauraperezdiaz3698
    @lauraperezdiaz3698 3 ปีที่แล้ว +1

    Great explanation! Anyone knows how to distribute the tasks to the teams? How they get alerted? Thanks

  • @LazyKatze
    @LazyKatze 3 ปีที่แล้ว

    @Kevin Stratvert does MS have any tool for Resource management?
    Preferably with task management for said resource and resource allocation views/heat map so that you staff or move tasked from people that have to much on them.
    A big bonus if can be integrated into Teams.

  • @omega3li493
    @omega3li493 2 ปีที่แล้ว

    Thanks for the information. a quick questions, any chance to get the list in excel or .csv so that I can have my chart report myself , says after I put so many tasks into the planners for my different staff under different channel, buckets , etc. FYI, I can use PowerBI (havn't learned) ... would it even easier. Thanks for your advice. Regards,

  • @chetanbrahmankar4827
    @chetanbrahmankar4827 3 ปีที่แล้ว

    multiple project task addition on daily basis required, can to do automatic catch from outlook this system may be good effect on same todo

  • @roberthaick3043
    @roberthaick3043 4 ปีที่แล้ว

    Great video as usual. Keep up the good work!

  • @gracemark5995
    @gracemark5995 4 ปีที่แล้ว

    it was a lot helpful kevin thank you 👍👍

  • @kalindiya
    @kalindiya 4 หลายเดือนก่อน

    With new outlook we are gettin possibility to convert emails into tasks. But its then on my personal list. Is there an option to transfer thosr tasks into planner? Ir create planner entries directly from outlook email?

  • @drylock
    @drylock 3 ปีที่แล้ว +1

    Hi Kevin, do you have a tutorial on how to archive completed tasks in MS Teams? Can they be exported in to Excel for example. I want to keep a record of old complete tasks without clogging up the tasks board in teams. Is this achievable?

  • @psjostrom
    @psjostrom 4 ปีที่แล้ว +1

    Thank you for a great video. I am really missing being able to associate an email in Outlook or files in Teams/OneDrive or a Team wiki page with a task, my own personal ones and ones that I have in Planner and am collaborating on with others. Do you know if this is something that will be coming to the tools? That more comprehensive and seamless integration will, I think, translate into a much smoother user experience.

  • @duongnguyen1854
    @duongnguyen1854 3 ปีที่แล้ว +1

    Thank you so much for your video, Kevin. How can I do the "Published list" then? It's really vivid to see how they are being completed with the horizontal bar.

  • @grantallison9448
    @grantallison9448 3 ปีที่แล้ว +1

    Kevin,
    Any updates on these add-ins for teams? It appears that Microsoft does not have these add-ins available anymore when I search for Planner, Tasks, To-Do. etc.?

  • @slai83
    @slai83 2 ปีที่แล้ว

    Is board view available for "my tasks" or is it only viewable in a team where there more members?

  • @deniseiglesias1753
    @deniseiglesias1753 3 ปีที่แล้ว

    Hello. Thank you for sharing your videos. Suggestion: Tutorial of work plan with dashboard in excel. Thank you!

  • @kevinnguyen5854
    @kevinnguyen5854 2 หลายเดือนก่อน

    Kevin, thanks for the great video. Can you show me how to create the Task list for Hidden/Private channels?

  • @ЯринаСтепанюк-т7г
    @ЯринаСтепанюк-т7г 3 ปีที่แล้ว

    Thanks! Can you please suggest how to delete or rename the new list which I've created?

  • @nutradrip8101
    @nutradrip8101 4 หลายเดือนก่อน

    Love these videos - Thanks - ?? Can i copy the tasks from one event, in April, to a new event, In October, that has the same task list?

  • @artmoncg3222
    @artmoncg3222 3 ปีที่แล้ว +1

    Hi Kevin, if I have guests collaborating on my team, can they also have access to planner, calendar, milestones and all the other add ins from teams?

    • @mendezdrive7594
      @mendezdrive7594 2 ปีที่แล้ว

      Hi... have you found any answers to your question? I'm having issues with having our guests access the Tasks add-on in the Teams app.

  • @massimoborghesi2961
    @massimoborghesi2961 3 ปีที่แล้ว

    Thanks Kevin, is there a way to move tasks from the personal folder to the shared tasks folder? Or I have to create a new activity from zero? Is copying possible? Thanks

  • @sonya5568
    @sonya5568 4 ปีที่แล้ว +1

    Thanks for this. My company is using Teams more so i'm trying to become familiar.

  • @somyabisaria3274
    @somyabisaria3274 2 ปีที่แล้ว

    Hi Kevin, Could you suggest if we can organize meetings as well in this planner?

  • @angelomacaso8465
    @angelomacaso8465 2 ปีที่แล้ว

    Thanks for the video Kevin. Is there a way to create a project tasks template? Let's say if most of my projects follow the same core steps. Can I premake the buckets and tasks so I can just create a new project from the template?

  • @Ephesians0208
    @Ephesians0208 3 ปีที่แล้ว

    Hey, is there a way to create reoccurring tasks?

  • @safiyamukhtar8373
    @safiyamukhtar8373 4 ปีที่แล้ว

    Thank you, this was very useful!

  • @lyndseylancaster4097
    @lyndseylancaster4097 ปีที่แล้ว

    can you do one to change the task checklist to percentage based outputs ?

  • @samehelsergany1
    @samehelsergany1 4 ปีที่แล้ว

    Nice video. Thanks. But I’ve a question, is there a way to creat a add an email as a task in planner directly from outlook.
    Or, what is the best/simple steps to assign an email as a task and also showed in planner.
    Appreciate your feedback.
    Thanks in advance.

  • @a.constanza3492
    @a.constanza3492 4 ปีที่แล้ว +5

    Can you make a video teaching how to syncs a two computers and a iPhones, will be greatly appreciate

  • @lukecopping4419
    @lukecopping4419 3 ปีที่แล้ว

    Is there a way to re-assign tasks or show tasks in a workflow format?

  • @vipersqueal
    @vipersqueal 4 ปีที่แล้ว +1

    Please cover Onedrive sharing options and Azure AD user management, like Multifactor Authentication poilcies

  • @MarsorryIckuatuna
    @MarsorryIckuatuna 4 ปีที่แล้ว

    That was super helpful!

  • @emiilio00
    @emiilio00 4 ปีที่แล้ว

    Another thing that I miss (also in the Planner web app) is the possibilty to search by keyword through all the plans, or is it possible somehow? Thank you!

  • @peterndirangu893
    @peterndirangu893 3 ปีที่แล้ว

    Hey Kevin, thank you for sharing this Is it possible to copy a template for a planner and task

  • @ozzvilla9226
    @ozzvilla9226 4 ปีที่แล้ว

    Is there a way to set up a checklist template? We have redundancy in our processes and we use paper checklists. Considering Teams implementation but a checklist template is central to what we are looking for.

  • @kaushi143
    @kaushi143 4 ปีที่แล้ว +1

    Hey Kevin do we have an option to add Planner for Teams Free version