So if you already have it installed, you should get the new features by September, but you will still see the Planner name in the Teams desktop client. The new Tasks app is really an update to the Planner app, with new features and (eventually) a new name. The Planner app is already available inside the Teams client, but previously it showed a board view of all your Planner tasks, plus new tasks assigned to you in the main Activity feed and the full Kanban board and calendar views if you added a Planner plan to a specific channel as a tab. This approach should also reassure everyone that Planner and To Do aren’t going away in favour of a new Tasks app, because while you can see tasks in the same place, they will continue to have different features depending on the app in which they were originally created. SEE: Office 365: A guide for tech and business leaders (free PDF) (TechRepublic)īut the name for the new way to look at tasks in one place is going to change several times, in an attempt to help people who are familiar with the separate Planner and To Do tools get used to the new option. It includes a new way for firstline workers and personal users to get tasks and some other Planner features, and marks significant progress in unifying tasks across different Microsoft tools and services. The integration of Planner and To-Do into Teams as the Tasks app, announced last year at Ignite, is now finally starting to roll out, creating a single place to see tasks from multiple sources. Even when Microsoft introduced new task management tools - Planner for team tasks and To Do (based on Wunderlist) for individual tasks - that used the Exchange task format from Outlook rather than creating yet another task format, connecting the different task lists meant extra work: installing the To-Do app or Planner app in Teams, or creating Power Automate flows. I described the mechanism in an earlier article.For many years, Microsoft has had isolated tasks in different systems: Outlook, OneNote, Project, SharePoint and Azure DevOps all had separate task lists with no single place to see everything you needed to do. However, the user may choose to receive or stop receiving those emails in their Inbox by adjusting the settings in Outlook. The team member can check the boxes next to Someone assigns a task to me or A task assigned to me is later, due today, or due in the next 7 daysĪnytime someone leaves a comment on the Task, an email is sent to the Microsoft 365 Group Inbox.Įmail received by the team members in the Group Inbox or Personal Inbox (if subscribed).Once in a Plan, click three dots > Plan settings.Unlike the section above, those personal settings affect just the user logged in. There are also some additional settings individual users (team members) can adjust for themselves as well. Those group emails are not delivered to user’s inboxes, even if the user opted to receive group emails in their Inbox – more on this below. This is what the group email will look like (delivered to the Microsoft 365 Group Inbox).Click the Notifications tab, then check the box next to Send email to the group when a task is assigned or completed.Once in the plan, click three dots > Plan settings. If you are the owner of the Plan (Microsoft 365 Group), you can adjust a setting such that an email will be sent to the whole group (Group Distribution List) when a task is assigned or completed. To understand this relationship further, check out this article. Planner is an integral part of the Group and does not exist out there in space. To understand how some notifications work, it is essential to understand the relationship between Planner and Microsoft 365 Group. If you are wondering what Planner is, I suggest you check out this article first. In this post, I would like to explain how Planner notifications work and how you can tweak them. At the same time, when a given user is part of many plans, getting all these emails and notifications might be a bit too much. Of course, as you assign and update tasks on a plan you want to notify the recipients of their assignments. Planner application proved to be a great task management tool for small and lightweight projects that do not need to follow a formal Waterfall project management approach.
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