How to Choose Between Microsoft Lists and Microsoft Planner for Task Management

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Publicado 2023-08-16
In this video, we'll be discussing the differences between Microsoft Lists and Microsoft Planner, and how to choose which one is right for you.

Microsoft Lists and Microsoft Planner are two of the most popular task management tools on the market, and it can be difficult to decide which one is the right fit for your needs. In this video, we'll discuss the features of each tool and help you decide which one is right for you.

You may ask why, but this is because most people are confused as to whether they should manage Tasks within Planner or setup a Task List in Microsoft Lists. Not only that, but we are going to show you how to setup a Microsoft List Task List too in this tutorial, so you can get setup in Lists if you would prefer.

Whether you're a project manager, a team lead, or simply aiming to stay organised, understanding the differences between Microsoft Lists and Planner is essential. So join us as we explore the pros, cons, and hands-on setup of both tools to help you make the right choice for your tasks.

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Timings:

00:00 Introduction
01:00 What does Planner do well?
02:23 What Planner does not do well?
04:39 What Microsoft Lists does well
08:45 What Microsoft Lists does not do well
12:35 The Summary

Todos los comentarios (21)
  • @FormByFirelight
    Finally someone actually explaining what I trully need. Thanks from Belgium 🇧🇪
  • @Coatsey007
    Great explanation, thank you. List could be great but without the task bit going to Planner, or at least one view of Planner & lists or have them sit within Plans. I think for millions of small businesses they will avoid Lists. We will for now. As it is, I can't get even the most basic oversight over what is going on with tasks for Team members across Teams & Channels in one view, a basic management requirement that is missed. Thank you for your time on this.
  • @lorddavid11
    Great video! I would also mention that if you have repeating task its only 1 click to do it in planner.
  • @Kraglaan
    Thanks for the great explination. When looking at either options and playing around with creating a List and a Plan, I found that Planner seems to create a new Sharepoint Site while with Lists can be limited to your personal Sharepoint. Is there a way to create a Plan for your personal Sharepoint only?
  • @davidadams421
    Agree that Planner only has three status fields but you can use colour-coded labels as status instead, included 'blocked' if you wish. You can also use PowerAutomate to make inter-plan changes, such as milestone movements. This doesn't quite give you dependencies and automated task scheduling, but that's why Microsoft Project exists. One big plus for Lists is that they can be used in Private and Shared Channels, Planner really sucks in this regard. Great video, very engaging and easy to follow.
  • The insights you're sharing are incredibly valuable. I suggest taking a moment to slow down during your presentation. While I utilize both applications daily and could follow "most" of your remarks, the rapid screen transitions and lack of explanation for certain terms made some parts challenging to grasp. Nonetheless, the presentation was generally good. Thank you.
  • @Spp235.
    Wish planner would have a couple more functions that you nailed.
  • @favi7997
    Hi, thank you for this great tipps! Even as a non-english it was good understandable for me. Today MS announced subtasks and other updates for Planner, will you change your recommendation and prefer now Planner? 🤔
  • Lists is more like a database. Considering a lot of people use Excel as a database, Lists is a tool for those people. At least is how I like to think about it.
  • @MrWanted000
    I use lists as a database software (i found it better and easier than excel) Planner is for task and light projects management. I wish they add gantt charts in planner
  • @rachels2996
    Thanks for explaining this. I've been looking for a solution for using planner in teams sites which have members (or technically guests) from other education institutions with different office365 plans. I've found the notifications for planner don't reliably follow the expected path for all individuals due to the varying office365 plans and permissions set by IT admins for each institution regardless of the host institutions admin settings. I think using lists and a power automate flow explicitly defining each 'notification' would help ensure at least that the members are at least receiving some form of notification.
  • @mkefiro
    That is an interesting video. Thank you. Using lists for project management/scheduling is intriguing. While task linking/dependency is possible, could task hierarchy (subtasks, summary tasks, etc) be reflected somehow in MS Lists ?
  • @ilhandurmus
    he best way to explain what an application is for is at least for me ; the loop skeleton, planner muscles, and todo nerves.
  • This video was great thank you! I am looking for a recommendation on what tool to use. I want create an "onboarding checklist" where when someone new is brought on there is list of things that need to be done by a specific date. I want the due dates to automatically adjust based on the project finish date. Both tools seem that you have to manually set the dates. Is there a way to make that dependency?
  • @comebackseason8384
    How do you get Microsoft Planner to show up as an app inside Teams, as you do from 1:00 on? The only option I seem to get is to embed planner as a website.