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An overview of task management options in SharePoint and Office 365

Everything is a project! This is my main motto in life. Hey, after all, to get things done, we need to complete tasks. While, for the most part, we use SharePoint and Office 365 to store documents, the second most important function of our daily routine is to track and complete tasks. Tasks for temporary project teams we are part of, tasks for departments and business units, personal tasks. I have written a number of posts lately on various tools that we have now in Office 365. With this article, I would like to revisit the topic and summarize all the available task management options in SharePoint and Office 365 in a single article.

Option 1: Tasks Web Part

The first option is to use the good-old Tasks Web Part in SharePoint . While it may be considered old-fashioned compared to other options we now have, it is still a viable option as it allows you to create own metadata, send emails to those Assigned to the task as well as integrate with MS Project . I provided an overview of its features and capabilities here .

task management options in SharePoint and Office 365

Option 2: Planner

The option that was like a breath of fresh air was when Planner became available in Office 365. Unlike the task list above, Planner was a much more visual, light-weight task management solution, suitable mostly for agile/informal projects. I extensively documented the significant differences between the Task List and Planner here .

Whatismicrosoftplanner3

Planner is part of an Office 365 Group, and I also documented this important principle here .

Office 365 Group SharePoint Maven

Option 3: Microsoft To Do

This is a new kid on the block as far as task management options. Think of it as a Planner but for personal tasks . Just like Planner, it is entirely web-based, and on top of it – it also integrates with Planner pulling all the tasks assigned to you in one spot! I explained To Do in greater detail here .

task management options in SharePoint and Office 365

Option 4: Project for the Web

This is one of the latest major additions to the vault of available task management tools. Project for the Web allows users to manage complicated projects in an MS Project style capacity, but on the web and under the umbrella of an Office 365 Group, just like Planner. As time goes by, I am sure it will get additional features that it will inherit from its older brother we always had – the desktop version of MS Project. If you want to learn more about the tool, please reference this post .

task management options in SharePoint and Office 365

Option 5: Project Online

Last but not least, the elephant in the room when it comes to task management options in SharePoint and Office 365 – Project Online . This one was and still is the best option for hardcore Project/Portfolio Management. This tool allows you to aggregate multiple project plans, manage tasks, and resources for a portfolio of projects . I blogged about the tool earlier . This tool is a bit outdated by now, but I am sure it is a matter of time before Microsoft modernizes it, just like they did with Project for the Web above.

task management options in SharePoint and Office 365

I’m Greg Zelfond, a U.S. based SharePoint consultant, and I provide affordable out-of-the-box SharePoint consulting, training, and configuration assistance to small and medium-sized businesses all over the world.

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How to manage tasks in SharePoint Online? (3 Methods)

Last Updated on April 30, 2023

What are the best ways to manage tasks in SharePoint Online?

In the past, using the built-in task app was enough. Unfortunately, this might not be the experience especially now that we have the modern experience .

In this article, I will suggest three of my favorite methods for managing tasks in SharePoint Online that don’t include the old task app.

Let’s get started.

Table of Contents:

For simple tasks: Use Microsoft Planner

For project-related tasks: use the work progress tracker, external option: use microsoft onenote.

Microsoft Planner is definitely one of the best task management options in Microsoft. It’s simple enough for simple tasks while robust enough if you need more functionality.

It’s basically a checklist app with the added benefit of more information fields if you want to add more details on each task.

From a team site linked with a Microsoft 365 Group, you can straight away create a new plan :

Create new plan from SharePoint

Note : For creating a checklist in SharePoint, read here: Guide: How to Create a Checklist in SharePoint Online .

All you need to do then is name the new plan:

Plan name and create button

Although Microsoft Planner is a separate app from Microsoft, it’s perfectly integrated with SharePoint and is usable right inside the site:

Example plan showing the Kanban board view

Inside the planner, you can:

  • Create new columns (which can represent the status of your tasks)
  • Add new tasks
  • View the plan status through a dashboard

If you want to add a new task in Planner:

  • Click the  add task  button on the target column
  • Enter the  task name
  • Click the  add task  button

Add task button on Microsoft Planner

Related : Microsoft To Do vs Planner: The Better Tool

If you want to give more details or information on your task, you can click on the task card and fill out the available fields:

Opened task in Planner with more details

Microsoft Planner is a nice mix of a simple task app and a kanban board. It’s more than a simple one-dimensional task management app.

Use this if you need a simplified version of a task management app that’s comparable to third-party tools like Trello or Asana.

Note : For more information on Microsoft Planner,  check out my beginner’s guide to using Microsoft Planner  on my blog.

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An alternative to using Microsoft Planner is SharePoint native feature — lists. Specifically, I’m talking about the work progress tracker.

If you’re not familiar with lists,  a list is basically  a container of data, which is structured or presented like a database or a spreadsheet.

To create a list, simply click the new button and you will find the option to make a new list:

Click on the new button on the command bar and select list from the options

One of the template options is the work progress tracker:

Work progress tracker

Unlike in Microsoft Planner, you don’t check off a task or a work item that has been completed. You change its progress column to completion.

What’s awesome with this approach is that you are viewing all the tasks related to the project in a database or spreadsheet format.

Note : Need a primer on the basics of using a list in SharePoint?  Check out this guide  where I explained the basics of lists.

Microsoft OneNote has great integration with SharePoint. It can also help with  project management .

In fact, you will find a notebook button on a team site that’s associated with a Microsoft 365 Group. This will bring you to your OneNote notebook right away.

Related : The Best Project Management Apps for Microsoft Teams

Notebook link from a team site

I included OneNote on this list as it’s a great external alternative to Planner and lists that you can use together with SharePoint.

Note : If you want to learn more about OneNote,  check out this step-by-step guide  for beginners on Microsoft OneNote.

Well, OneNote is a powerful note-taking app. But did you know that it has tag features that will allow you to easily create to-do lists?

Use the to do tag to create a to do list in OneNote

You can also make use of its deep hierarchical feature where you can organize your tasks (or notes) per:

Organizing OneNote for wiki purposes including pages and sections

If you’re already using OneNote heavily, using it to make your tasks in SharePoint is beneficial since your tasks and notes are in one place.

Among the methods shown here, which one is your favorite? Please share your thoughts in the comment section below.

For inquiries and other concerns, kindly use the  site’s contact form  and I’ll get back to you as soon as possible.

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Enjoy SharePoint

Create and Manage Task List in SharePoint

This SharePoint tutorial explains, how to create and manage task list in SharePoint . How to create a task list in SharePoint and how to create a task in the task list in SharePoint .

We can follow the same steps to create Tasks list in SharePoint Online and in SharePoint On-premises versions like SharePoint 2013/2016 etc.

Step 1: To create a Task list in SharePoint Online , log into the SharePoint site next click on the gearbox at the top, and select Add an app or click on quick Launch site contents .

create task list in sharepoint

Step 2: From the “App” page, search for Tasks and click on “ Tasks ” app file. Once clicked, it will ask you to assign the name; enter a name and click on “ Create “.

Now, Tasks List is created successfully and has appeared on the site contents page as well. You can also see the below screenshot.

sharepoint tasks list

Step 3: Open the created SharePoint Tasks list and click on “ Add new task ” from the page or select items and click on “ new task “.

task list sharepoint

Step 4: This action will call the “Create task” wizard. Here, we need to enter Task Name, Start Date, Due Date, Assigned to (SharePoint users whom you want to assign the task).

sharepoint online task list

Step 5: From here, we can save and create new tasks but in case you want to create tasks with advanced mode, we need to click on “Show More”.

Once clicked, we will get some more boxes to enter information, such as – % Complete, Description, Predecessors (In case, you have created more items) or it will be none by default, Priority, Task Status (we can configure task status here only). Finally, click on “ Save “.

create task list in sharepoint

Step 6: Finally task has been created and it will appear on your page.

sharepoint task list

We can also create sub-tasks in case we have existing new tasks, but we can’t create directly new sub-tasks.

I hope this SharePoint list tutorial helps you to know how to create a task list in SharePoint and how to create a task in the task list in SharePoint Online or SharePoint 2013/2016.

You may like the following tutorials:

  • Simple Ways to Enhance Your SharePoint List Forms
  • SharePoint Online List Permissions
  • SharePoint Online list view
  • SharePoint Online List Web Part

Rajkiran Swain

Rajkiran is currently working as a SharePoint Consultant in India . Rajkiran having 7+ years of experience in Microsoft Technologies such as SharePoint 2019/2016/2013/2010, MOSS 2007,WSS 3.0, Migration, Asp.Net, C#.Net, Sql Server, Ajax, jQuery etc.He is C#Corner MVP (2 Times).

I’ve been trying to create a task list like this one in the “modern” sharepoint and it’s driving me crazy… not sure if the modern layout removed the Tasks List functionality, or it has something to do with my companies restrictions. Do you have any idea if there’s a way to do it in the “modern” sharepoint?

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How to Manage Project Tasks on SharePoint [Template Included]

Grace Windsor

By: Grace Windsor | Published on: May 19, 2020 | Categories: Free Template , Task Management | 0 comments

How to Manage Project Tasks on SharePoint [Template Included]

This is the third part of a four-part series on standardizing your projects with the Free SharePoint Project Management Template from BrightWork. Catch up on the previous articles, which address the project statement and project documentation .

With the project statement and project documentation in place, your project has a strong, consistent starting point. Now it’s time to tackle project tasks, i.e., how you will deliver the goals of the project!

On-demand webinar: 3 Ways to Manage Project Tasks with SharePoint

Project tasks act as a path to the end-point of your project. Unfortunately, with so many competing demands for our time and attention, important tasks can easily fall to the wayside, causing delays.

In this article, I’ll suggest a practical approach for managing project tasks using the Free SharePoint Project Management Template from BrightWork .*

Learn more about planning and prioritizing project tasks and how to track tasks in your project site.

Table of Contents 

What is a project task, how to plan project tasks, how to manage project tasks using sharepoint, what is a project task.

Simply put, tasks are step-by-step instructions for delivering the required outcomes. Without tasks, a project is just a vague idea about a goal.

If you were managing a project to create a new company website, you’d start by breaking your goal – a new website – into a series of steps such as creating a new design, writing content, and sourcing images.

Task management is the process of managing a task from beginning to end, including owner, timeline, budget, priority, and issues.

Tasks can be personal or professional, or delivered by an individual or a team.

Regardless of task type or size, tasks are essential to time-management and efficient ways of working.

How to Plan Project Tasks in 7 Steps

Below is a suggested process for planning your project tasks. Feel free to experiment with this approach to suit your team and project!

1. Define your goal

As mentioned above, a good place to start is with your end-goal and work backward.

Spend around 20 minutes thinking about what is needed to reach your goal. Don’t worry too much about the order of the tasks during this brainstorm; the purpose is simply to list as many items as possible.

2. Create subtasks

Next, look at your list to identify any large tasks that should be broken down to sub-tasks or even separate tasks.

‘Write new content for your website’ is a very broad task, which is too big to tackle effectively. Break the task into subtasks such as:

  • Review existing copy and suggest edits.
  • Interview key stakeholders.
  • Write the first draft.
  • Get team feedback.
  • Update and ask for more feedback.

In this case, the task is still too general and should be broken up into specific areas of the new website, for example, the homepage and the support page.

A good way to identify if your task should be broken down further is to write 1-2 sentences describing the task. If you need more sentences, you should add subtasks.

3. Describe your tasks

Remember – tasks are the mechanism for project delivery. To keep everyone on the same page and working in an agreed way, establish a standard approach for task creation with your team.

Some details to consider include:

  • Priority (high, normal, low)
  • Assigned to
  • Description
  • Finish date.

As you’ll see below, the task form in the free SharePoint Project Management Template makes it easy to input this information and track the progress of tasks.

At this stage, you may not know enough about a task to estimate dates. Use past experiences as a baseline, adding more time for new or unfamiliar tasks.  Timings will be reviewed by the team and stakeholders in Step 7.

4. Look for dependencies

Using the above information, find tasks that depend on another task .

A good example is the design for the homepage of a new website must be finalized before a developer can build the page. In turn, the marketing team cannot add content to the new page until the developer has completed their task.

It’s key to identify what should be handed from one person or team to another area of the project; otherwise, your timelines will be unrealistic.

5. Prioritize

As tasks become clearer, you can prioritize the order of work to meet deadlines and avoid issues due to task dependencies.

Prioritization requires you to rank project tasks in order of importance or urgency.  This will help you to decide what is important and what is urgent (there is a difference!) before adding milestones and creating a timeline.

There are multiple ways to prioritize project tasks such as:

  • The Pareto Principle , which argues we get 80% of our results from 20% of our work. Find high-value project tasks that will deliver strong results and focus on these tasks.
  • The Eisenhower Decision Matrix, a method for distinguishing between important and urgent work. Group tasks into four quadrants: Do, decide, delegate, and delete.
  • The ACB Method , a simple way to assign values to tasks. A is typically a high value, must-do task with agreed deadlines. B is a medium value, should-do task. C refers to a low value, ‘nice-to-do’ task.

As you identity task priorities, it’s worth remembering that plans will change. Once the project commences, you will need to be flexible where needed whilst also remaining focused on important tasks.

6. Group into milestones

A milestone is a set of tasks that will deliver a key piece of your project.

Using the example of the website project, the first key milestone may be building the homepage on your demo site using the new design and content. This will give you a better sense of the new website experience and how to proceed with upcoming work.

Milestones are checkpoints in your project, a chance to step back from daily work to focus on the big picture.  Milestones are key to project tracking and reporting.

7. Get feedback

Ask the team and stakeholders for feedback on your proposed task list. Are the estimates accurate? Does each task make sense? Have you missed anything?

Update your tasks as needed.

Armed with your prioritized task list and project milestones, it’s time to assign tasks and get to work! In the next section, I’ll show you how to manage tasks using the free SharePoint project management template.

Once you have  downloaded and installed the Free Template , launch your project site.

In this short video, BrightWork CEO Éamonn McGuinness explains how to assign and update tasks using the template. You can also read step-by-step instructions below the video.

task assignment sharepoint

  Click the tile highlighted below to start assigning tasks to the team.

task assignment sharepoint

The free template includes a pre-populated list of tasks and sub-tasks to help you initiate, plan, work, track, and re-plan your project.

Free Template Task List SharePoint

Add a new task

There are two ways to add a task to the list.

Firstly, clicking the ‘Add Task’ tile above or the ‘Project Tasks’ link in the Quick Launch opens the task list. Select ‘new task’ to open the editing dialogue box. Complete the form and save.

Add project tasks SharePoint

Secondly, you can also make bulk edits to the task list, for example, changing the task owner or the status. Open the task list and click ‘edit this list’ to open the datasheet view.

Free Template Bulk Edit task list

Next, update the first task you wish to change. Drag these updates down to the relevant task and select ‘stop editing this list’ to save your edits.

Free Template Edit Task List

Create a subtask

To create a subtask, select ‘edit this list’ and click on the task to open the editing menu. Select ‘create subtask’ and add the relevant details.

Click ‘stop editing this list’ to save the task.

Project Timeline

As you can see in the screenshot above, you can add or remove a task to the timeline. The project timeline appears on the project homepage and above the task list.

It’s a very useful way to visualize the schedule and ensure a balanced workload amongst your team.

To view the timeline as a Gantt chart, click ‘project schedule’ on the project homepage.

Project Task Tracking

There are a few ways to track and manage project tasks in your SharePoint site.

  • ‘My Work’ report is a list of work assigned to the logged-in user. Team members can use this ‘My Work’ report to find, do, and update their work. This report is located under ‘Execute and Control’ on the left-hand menu in your site (Quick Launch).
  • The ‘Work’ report is very similar to the ‘My Work’ report except it displays all work across the project. This means you can easily check overdue, work due soon, open work, closed work, and unassigned work. This report is located under ‘Execute and Control’ on the quick launch.
  • Key project metric tiles and the ‘Task by Status’ chart provide at-a-glance information on project tasks on the homepage.
  • Overdue Items, also found on the project homepage, helps to surface late tasks with the option to drill down for further details.

task by status chart SharePoint

Task by Status Chart in a SharePoint project site

Task Management with BrightWork for SharePoint On-Premises

The Free Template is ideal for managing individual projects or light projects that don’t need too much process.

That said, the Free Template doesn’t include the full task management capabilities of BrightWork for SharePoint On-Premises, for example, Agile Boards.

Using BrightWork for SharePoint On-Premises, you can:

  • Use detailed Work and Task Reports to track the status of work.
  • Visualize and update tasks using Agile Boards and Gantt charts.
  • Calculate and recalculate the timeline using the In-Browser Task Scheduler.
  • Keep your team in the loop with regular automated notifications.
  • Manage complex schedules with the extended sync with Microsoft Project Professional.
  • Manage work and resource assignments across portfolios.

Watch our free 20-minute video demo to see how BrightWork can simplify task management, saving you time and headaches!

task assignment sharepoint

Image credit 

*You will need to be a site collection administrator to implement the steps in this article. The Free Template is used to create and manage individual project sites.

You can create as many sites as you wish with the template; however, the template does not support cross-project reporting. Learn more about the full BrightWork PPM Solution for SharePoint On-Premises here .

Grace Windsor

Grace Windsor

Grace is a content creator within the marketing team at BrightWork. She loves creating actionable content in different formats to help others achieve more project success. Grace spent far too long at university studying English literature, which instilled a life-long love of learning and upskilling. In her free time, she enjoys a challenging session at the gym, tucking into a good book, and walking the beautiful Galway coastline with her dog.

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Manage Tasks in SharePoint: Efficient Strategies for Team Collaboration

Managing tasks in SharePoint offers us a structured and integrated platform for organizing and tracking our projects. SharePoint’s robust framework facilitates both individual task management and collaborative team efforts. By utilizing the built-in task management tools, we can streamline our project workflows and keep all team members aligned with current and upcoming responsibilities.

Tasks organized in SharePoint, with clear labels and due dates. Files attached to each task, and progress tracking visible

Best practices for task management:

  • Create a detailed task list for clear visibility on project objectives.
  • Assign tasks to specific team members to define responsibilities.
  • Set deadlines and priorities to ensure timely completion.
  • Utilize the Tasks Web Part for an out-of-the-box solution.
  • Integrate with tools like Microsoft Planner for enhanced tracking.

When we begin a project, we consider the options available within SharePoint to suit our unique needs. Options range from leveraging the classic Tasks Web Part to incorporating newer, more dynamic services like Microsoft Planner. The choice depends on project complexity and the need for customization. Through SharePoint, we can effortlessly create, assign, and manage tasks, establish timelines, and monitor our project’s progress.

In every task management scenario, the primary goal is to ensure clarity and progress. With SharePoint, we achieve both by staying informed about each task’s status and ensuring efficient execution throughout the lifecycle of our projects.

  • 1.1 Understanding SharePoint for Task Management
  • 1.2 Creating a SharePoint Site for Your Project
  • 2.1 Creating and Managing Tasks
  • 2.2 Customizing Task Lists and Views
  • 2.3 Integrating with Microsoft Planner and Project
  • 3.1 Using SharePoint Web Parts and Apps
  • 3.2 Creating Workflows and Automation

Getting Started with Task Management in SharePoint

In our journey to streamline project workflows, SharePoint offers robust task management features. By utilizing SharePoint correctly, we set the stage for efficient task coordination within our projects.

A computer screen with a SharePoint dashboard open, displaying a list of tasks with checkboxes and due dates

Understanding SharePoint for Task Management

Think of SharePoint as our collaborative workspace. With SharePoint, tasks can be assigned, tracked, and managed through a centralized system. This enhances visibility for all team members. It’s crucial that we comprehend the task-oriented features of SharePoint, such as Tasks lists and the Tasks web part, which facilitate the management process. Utilizing these tools allows us to create tasks, set deadlines, and track progress. Permissions are vital in this context, ensuring that team members have appropriate access levels to view and modify tasks pertinent to them.

  • Tasks lists: Where we define and organize our project tasks.
  • Tasks web part: A built-in feature for displaying tasks directly on a SharePoint page.
  • Permissions: To control who can view and edit tasks within the site.

Creating a SharePoint Site for Your Project

Creating a site in SharePoint is our first concrete step towards task management for any project. This is where everything begins. To do this, we navigate to the SharePoint home and select “Create site.” Here we can choose the “Team site,” which is tied to an Office 365 group, or a “Communication site,” depending on our project’s needs. Once the site is crafted, configuring lists and adding the Tasks web part transform our project site into a dynamic task management hub.

Working with Tasks in SharePoint

Tasks in SharePoint offer robust features that help us track progress and manage work effectively. This overview will guide you through setting up tasks, customizing task lists, and integrating with Microsoft’s project management tools.

Creating and Managing Tasks

To get started with tasks in SharePoint, we create a dedicated task list, which allows us to track various details such as the task owner, due dates, and priority. Its ease of use resembles that of familiar Microsoft applications. When setting up a task, it’s crucial to include clear descriptions and relevant due dates. This way, we ensure deadlines are transparent and every team member understands their responsibilities.

We can also break down larger tasks into subtasks, setting milestones and dependencies directly within our task list. This hierarchical structure is instrumental in managing complex projects and timelines.

Customizing Task Lists and Views

Customization is where SharePoint shines. We can add or remove columns to suit our task management needs, tracking different facets such as progress or what’s assigned to whom. Additionally, by creating custom views, we can sort tasks by their due date, priority, or the person responsible, giving us a tailored perspective on our workload.

Effective task management hinges on our ability to sift through pertinent information quickly. Therefore, it’s beneficial to leverage filters to see only high-priority tasks or those nearing their deadlines.

Integrating with Microsoft Planner and Project

Microsoft Planner and Project are powerful tools we can connect with SharePoint to boost our task management capabilities. Planner offers a more visual approach, perfect for organizing teamwork through a Kanban-style experience, while Project is ideal for more intricate project scenarios, where we manage resources, establish project timelines, and keep an eye on project health.

To optimize our workflow, we can integrate tasks across these applications. This means changes in Planner or Project can reflect in our SharePoint site, streamlining our process and ensuring all tasks are up to date. Through seamless integration, we keep everyone aligned on project objectives and next steps, all within the familiar SharePoint environment.

Advanced SharePoint Task Management Features

In managing tasks in SharePoint, we can leverage advanced features to create a dynamic and collaborative work environment. These tools enhance our ability to organize, track, and complete tasks efficiently.

Using SharePoint Web Parts and Apps

Web Parts play a crucial role in SharePoint’s task management capabilities. We use the Tasks web part to give us a web-based task management system right out of the box. It displays tasks in a list or a simple Kanban board , which allows us to visualize the workflow of our projects. If we need to visualize project schedules, integrating a Gantt chart becomes beneficial.

SharePoint also offers apps like Planner , which integrates seamlessly with SharePoint Lists. This service provides a more robust project management tool with a Kanban-style experience and more granular control over task tracking.

Creating Workflows and Automation

Our team can configure workflows in SharePoint to streamline processes like task assignments, notifications, or approvals. Automating these workflows allows us to focus on the critical aspects of our work without getting bogged down by the administrative details.

By setting rules, we can create notifications for team members when tasks are assigned or updated. Integration with services like Microsoft Project cements SharePoint as a comprehensive tool for task management that aligns with our broader project management ecosystem.

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task assignment sharepoint

Use the Tasks app in Teams

The Tasks app in Microsoft Teams brings together your individual tasks from To Do and Outlook with your team tasks from Planner so you can more efficiently cross them off your lists.

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Once you add the Tasks app to Teams , you'll find:

My tasks : Which includes most of the lists from your To Do app, including tasks you've added in To Do and Outlook, and tasks that have been assigned to you in Planner.

Shared plans : Which includes the Planner plans that have been added to Teams.

You can also use the Tasks app to:

Add a plan to a Teams channel 

Edit multiple tasks using List view

Get notifications about Planner tasks

Add the tasks app.

There are several ways to  add an app to Microsoft Teams . For now, the Tasks app will be called "Tasks by Planner and To Do", so type Tasks  in the search bar and then select the tile that says  Tasks by Planner and To Do . 

Screenshot of add and app menu in Teams with Planner highlighted

Note:  If you don't see Tasks by Planner and To Do, your organization might not have the app turned on. Check with your admin to find out more.

Track your tasks in My tasks

Screenshot of the Tasks app in teams, named Planner, with pointer resting on My tasks header

The My tasks section of Tasks shows you tasks that you've created or that have been assigned to you: everything in this list is yours to accomplish. It reflects most of what you see in To Do app:

Tasks:  A list of tasks that you've added either in Outlook or in To Do.

Important:  A list of all the tasks in To Do (including the Assigned to me list) that you've marked with a star.

Planned:  Includes all of the tasks in To Do (including the Assigned to me list) that have a due date, listed by date so you can plan your time.

Assigned to me:  Includes all of the tasks in Planner that have been assigned to you. This list will only show up if you've  synced your Planner tasks to To Do . 

My tasks does not include the My Day or Flagged emails lists at this time.

You won't be able to see recurrence for your To Do tasks in the Tasks app, but that information is still attached to those tasks and can be seen and worked with in the To Do app and Outlook.

What can I do in Tasks versus To Do?

The My tasks section of the Tasks app will be in sync with the To Do app, but there are things you can do to your tasks, and ways you can interact with them, that are available in one app or the other. The following list breaks down what you can do where.

Note:  To find out how to perform specific actions in To Do, see the To Do help and learning center .

Track your Shared plans

Screenshot of the Tasks app, with mouse pointer on the Shared plans section

The Shared plans section of Tasks shows you plans that have been added to channels in Teams. You choose from a list of teams and channels, and find the plan you're looking for. You can then work with the plan as usual in Board, Chart, or Schedule view, or in the List view unique to the Tasks app.

What can I do in Tasks versus Planner for the web?

The Shared plans section of the Tasks app will be in sync with Planner, but there are things you can do to your tasks, and ways you can interact with them, that are available in one app or the other. The following list breaks down what you can do where.

Note:  To find out how to perform specific actions in Planner, see the Planner help and learning center .

A unique feature of the Tasks app how it displays tasks and information associated with them in rows and columns. This is called List view, and allows you to change many tasks at once, which wasn't as possible in either To Do or Planner before. It also allows you to filter your tasks, which wasn't available to To Do previously.

Screenshot of Tasks app, List view of a plan

Change many tasks at once

To change several tasks at the same time, or do a "bulk edit", follow these steps.

Select a task by clicking or tapping somewhere on the task that is not the Complete circle or the name of the task.

Press and hold the SHIFT key to select multiple consecutive tasks, or press and hold the CTRL key to select multiple nonconsecutive tasks.

More options button

Filter your tasks

You can filter My tasks lists by due date and priority, and Shared plan can additionally be filtered by label, bucket, and assignment. Use these filters to find tasks, or to scope your view to more easily select a group of tasks to change. 

The Tasks app provides notifications for Planner tasks which will show up in your Teams activity feed both on your desktop and in the Teams mobile app. You'll get a notification when:

Someone else assigns a task to you

Someone else assigns an urgent task to you

Someone else makes a task assigned to you urgent

Someone else makes a task assigned to you not urgent

Someone else changes the progress of a task assigned to you

Someone removes you from a task's assignees

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IMAGES

  1. How to Manage Project Tasks on SharePoint [Template Included]

    task assignment sharepoint

  2. A Quick Guide to SharePoint Project Tracking [Template Included

    task assignment sharepoint

  3. How to Manage Project Tasks on SharePoint [Template Included]

    task assignment sharepoint

  4. Introduction to SharePoint 2013 tasks

    task assignment sharepoint

  5. Creating a Tasks List in SharePoint 2016

    task assignment sharepoint

  6. Microsoft task management tools

    task assignment sharepoint

VIDEO

  1. Tracking Task Orders in SharePoint

  2. How to assign a task to a user in SharePoint

  3. SharePointTasks vs TasksInABox

  4. Learning Assignment 3 : Read List Item With SharePoint REST API Using Postman Tool

  5. Learning Assignment 2 : Create List Item With SharePoint REST API Using Postman Tool

  6. Tech Tip

COMMENTS

  1. Create and manage a project task list

    A Microsoft SharePoint project task list displays a collection of tasks that are part of a project. A task is a discrete work item that a single person can be assigned.A project is typically a series of activities that has a beginning, middle, and end.Examples include projects that produce a product or service, such as producing a product demonstration for a trade show, creating a product ...

  2. SharePoint Task Management: Overview of the Options

    1. Go to the home page of the site where you want to add a plan. Click on the " +New " button and select " Plan " from the options. Note that this is only available for team sites with a Microsoft 365 Group. 2. A side panel will slide in from the left. Enter the name of your plan and click on the " Create " button.

  3. An overview of task management options in SharePoint and Office 365

    Option 3: Microsoft To Do. This is a new kid on the block as far as task management options. Think of it as a Planner but for personal tasks. Just like Planner, it is entirely web-based, and on top of it - it also integrates with Planner pulling all the tasks assigned to you in one spot! I explained To Do in greater detail here.

  4. How to manage tasks in SharePoint Online? (3 Methods)

    Create new columns (which can represent the status of your tasks) Add new tasks. View the plan status through a dashboard. If you want to add a new task in Planner: Click the add task button on the target column. Enter the task name. Click the add task button. Related: Microsoft To Do vs Planner: The Better Tool.

  5. Create and Manage Task List in SharePoint

    Create and Manage Task List in SharePoint. Step 1: To create a Task list in SharePoint Online, log into the SharePoint site next click on the gearbox at the top, and select Add an app or click on quick Launch site contents. create task list in sharepoint. Step 2: From the "App" page, search for Tasks and click on " Tasks " app file.

  6. How to Manage Project Tasks on SharePoint [Template Included]

    Select 'new task' to open the editing dialogue box. Complete the form and save. Secondly, you can also make bulk edits to the task list, for example, changing the task owner or the status. Open the task list and click 'edit this list' to open the datasheet view.

  7. Introduction to Tasks in SharePoint Online

    This tutorial will show you how to create and manage tasks with SharePoint Online.

  8. Manage Tasks in SharePoint: Efficient Strategies for Team Collaboration

    With SharePoint, tasks can be assigned, tracked, and managed through a centralized system. This enhances visibility for all team members. It's crucial that we comprehend the task-oriented features of SharePoint, such as Tasks lists and the Tasks web part, which facilitate the management process. Utilizing these tools allows us to create tasks ...

  9. SharePoint Task Management Overview

    The planner utilizes a similar, but simplified structure to manage a SharePoint online task list. You create a plan, which is represented as a board with custom columns. Later on, you can rearrange the SharePoint tasks into buckets. MS PLanner tasks can be categorized by status or by assigned users. The users assigned to a task receive email ...

  10. How to create a task list in SharePoint Online

    Click "Add an app". Look for "Tasks" in the search box. After that, click and install the app. Open the app. Now click on "new task". Follow by entering the "Task Name, Start Date, Due Date" and "Assigned to" information. Finally, click "Save". Keep on adding tasks to create the final list. Once you have assigned and ...

  11. Who else can complete a task other than the 'Assigned to'?

    First, create a SharePoint group on your site, or use an existing group. In SharePoint designer, navigate to your workflow, and click the dropdown next to the approval process, then select properties. Then, select the Task Process Ownership and set the ownership to the group you previously created, or a group containing the individual you want ...

  12. Solved: Assign tasks?

    If you have a column in your SharePoint list with the email address of the person who is assigned the task, then you just need to create a flow with a SharePoint "When a task is created" trigger, select the SharePoint site and list and then add a "Send an email (V2)" action and in the To box select the column with the assignee's email address.

  13. Use the Tasks app in Teams

    Select a task by clicking or tapping somewhere on the task that is not the Complete circle or the name of the task. Press and hold the SHIFT key to select multiple consecutive tasks, or press and hold the CTRL key to select multiple nonconsecutive tasks. Above the tasks list, on the left, choose Progress, Priority, or Due date and choose an option.

  14. SharePoint task assignment email notification is not sent to user

    You mean email notification about created task. User must have Contribute/Approve permission to the Task List, cause he need to approve (change) the task. There is no another way, cause he need have proper permissions on list item in Task List for approving it. If you want only notify user, use method send email not create a task. Hope it helps!

  15. PDF Federal Register/Vol. 89, No. 100/Wednesday, May 22, 2024/Notices

    authorized SharePoint site and shared drive. Files are zipped and encrypted after processing. In addition, all FERC employees and contractors with authorized access have undergone a thorough background security investigation. Data access is restricted to agency personnel or contractors whose responsibilities require access. Access to

  16. Solved: Assigning Task from SharePoint lists field

    Assigning Task from SharePoint lists field. 07-28-2020 08:39 PM. Microsoft recently released a sync feature for all upcoming changes to be sync'd with Planner... so that's great, but now they need to be assigned to users for review based on their specialty. I have a SharePoint list which essentially: Affected Service - Team - Who to email.