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

Kevin Stratvert
Kevin Stratvert
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Published 2020-10-14
In this step-by-step tutorial, learn how to use Tasks in Microsoft Teams. View your tasks and shared plans across Microsoft To Do and Planner with the Tasks app in Microsoft Teams.

👋 Additional resources:
- How to use Microsoft To Do:    • How to use Microsoft To Do  
- How to use Microsoft Planner:    • How to use Microsoft Planner  

⌚ Timestamps
0:00 Introduction to Tasks in Microsoft Teams
0:55 Launch Tasks
1:49 Pin the Tasks app to the left rail
2:12 Overall organization of Tasks
2:42 My tasks & entering a task
3:36 Enter task details
4:21 Bulk edit tasks
4:56 Filter by important tasks
5:12 Filter by planned tasks
5:31 View active or complete tasks
5:58 Filter tasks by date & priority
6:14 Differences with Microsoft To Do
7:14 Add a new list
8:04 Add a group or team plan
8:57 How your team sees a plan in Teams
9:25 Add & assign a group task
10:32 Enter group task details
11:20 Share link to a group task
11:40 Bulk edit group tasks
12:20 View active or complete group tasks
12:30 Filter by date, priority, label, bucket & assignment
13:00 Board view & adding buckets
14:00 Chart view
14:30 Schedule / Calendar view
14:50 Assigned to me view
15:13 Wrap up

📃 Watch related playlists:
- Microsoft Teams:    • 💜 How to use Microsoft Teams  

🚩 Connect with me on social:
- LinkedIn: www.linkedin.com/in/kevinstratvert/
- Twitter: twitter.com/kevstrat
- Facebook: www.facebook.com/Kevin-Stratvert-101912218227818

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#MicrosoftTeams
All Comments (21)
  • @rafa_batera
    Congratulations Kevin! What a nice and organized way of explaining MS Teams functions and resources! For sure I will look for the other videos!
  • @shreniksuman8547
    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 ;)
  • @pieceofmind8421
    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
    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.
  • @bmo3778
    so my company/institution finally bought license for some microsoft 365 apps and especially Teams, now these videos are essential to me
  • @chenmike3073
    Thanks Kevin for this comprehensive and short video to let me know the Planner's functions easily. Hope you can share some tips in Teams linked online Sharepoint function e.g. access control at different level (Folder, Team, Channel etc.), apps added inside Teams, and Sharepoint like Calendar, Notes. in a word, some popular tools for project management. Thanks in advance.
  • @marlinhicks
    Thank you so much for this walk through! I was trying to answer the question of whether there were other priority levels.
  • @yt_bharat
    Most positive person with such an amazing skill set. Thanks brother for all this information
  • @yequene
    Kevin, you really rock! Your videos are well explained, easy to follow and very useful. Thank you.
  • @hoyoveki
    Kevin, your videos are super helpful, I'm really learning stuff, thanks a lot!
  • @XMegaJuni
    I love you for covering MIcrosoft Teams, i need to learn this!