Tasks in Microsoft Teams: First Look

Tasks in Microsoft Teams: First Look

31mIntermediate2020-11-02

Authors

Heather Severino

Heather Severino

Globally recognized Trainer with over 23 years of experience

Course details

Stay productive by managing your tasks in one central hub: Microsoft Teams. The new Tasks app brings a robust productivity experience to Teams, integrating features of Microsoft Planner and To Do. In this course, Microsoft Certified Trainer, Microsoft MVP, and project manager Heather Severino gives you a quick overview of Tasks in Teams, showing how to set up lists for individual tasks, organize lists, edit and move task items, and mark tasks as completed. Heather demonstrates how to add tasks to a shared plan directly from Teams, including how to assign tasks to individuals and add due dates. Plus, she covers how to configure the navigation bar settings to customize the way you view your task details, as well as how to ensure you're viewing the most up-to-date information.

Skills covered

First LookMessagingOffice 365Microsoft 365Business Software and ToolsMicrosoft

Concepts

Introduction

  • Stay organized with Microsoft Teams
  • Add the Planner app to Teams

Set Up Lists and Plans in Teams

  • Understand the key components of the tasks in Teams
  • Create a list
  • Create a plan in a team channel

Manage Personal List Tasks

  • Add a task to a list
  • Edit a task
  • Move a task to another list
  • Sort and filter tasks
  • Update multiple tasks

Manage Shared Plan Tasks

  • Add a task to a shared plan
  • Group and filter tasks
  • Add a task from the Planner app

Configure Settings

  • Configure navigation bar settings

Conclusion

  • Do more with the tasks in Teams
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