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Bill_King's avatar
Bill_King
Brass Contributor
Jan 26, 2023

How to add custom fields to a task in Planner or To Do list?

I am wanting to replace a excel P&A list that my team uses with the "Tasks by Planner and To Do".  However, we need some custom fields added.  I have searched but can not find out how to add custom f...
udob99's avatar
udob99
Copper Contributor
Apr 13, 2023

Bill_King You can use SharePoint Lists instead they offer all the flexibility you need. 

pamski's avatar
pamski
Copper Contributor
May 11, 2023

Yes, Sharepoint may work. But doesn't that defeat the purpose of everything being in one place? I woul dhave to go to sharepoint, create the task and then update it in teams. udob99 

  • udob99's avatar
    udob99
    Copper Contributor
    May 12, 2023

    pamski not so sure what you mean. Sharepoint lists plug into MS teams as nicely as MS planner...so no need to open up a web browser and navigate to Sharepoint and come back to ms teams...you can do everything from MS teams if you like...

    • pamski's avatar
      pamski
      Copper Contributor
      May 12, 2023

      OK, I guess it was user error on my part in that I did not see how to get to sharepoint directly from Teams LIsts. However, the automate functions are not "live" for me (Guessing that is r/t some limitation from my employer) and there is not a way to make something on the list recur. In addition, while I am reasonably comfortable working in Teams, Sharepoint is not my forte, and I really want to learn yet another platform. (We are all not computer gurus). Tasks works to make something recur and automate reminders but lacks customization of fields. udob99 

      • karen_dredske's avatar
        karen_dredske
        Iron Contributor
        May 15, 2023
        pamski if you add a tab to your channel in Teams, instead of adding Tasks, you can add Lists. There is a template in there for a task list. MS Lists are really just SharePoint lists and are stored in the SharePoint site behind your team. You can configure it right there in Teams or, like almost anything you add a tab for, you can select the drop down arrow and Go to app or Go to website and you will see the list in all its glory in the SharePoint site behind your team. From there you have many options including the view you wish to look at. However, it will not give you the kanban board view. I think that may come in the future, but it doesn't exist now.

        Here is an easy tutorial on how to create a list.
        https://support.microsoft.com/en-us/office/create-a-list-0d397414-d95f-41eb-addd-5e6eff41b083

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