Tasks in Microsoft 365 - our vision for a unified experience.
Published Nov 04 2019 06:00 AM 50.1K Views
Microsoft

With the recent announcement of Tasks in Teams, we want to share our broader vision for how we integrate tasks across Microsoft 365.

 

Whether in your personal life or work, as an individual or as a team, in any industry or type of role – everyone deals with tasks every day. Many of these tasks are generated from Microsoft’s portfolio of productivity and collaboration tools: Office docs, Planner plans, emails, chats, the list goes on and on. While all these apps and services are helping people and teams be more productive than ever before, they also introduce new challenges: How do we cut through the noise? How do we manage our day effectively and make sure nothing slips through the cracks?

 

To address this need, we’ve layered on tasks as a functionality to help users manage and prioritize their work. The presence of tasks in Microsoft 365 is already extensive, and will be a big investment area moving forward, as we work to connect our tasks experiences across Microsoft products and services.

 

 

Our vision for tasks in Microsoft 365 revolves around these core principles:

  • Coherence: ​tasks experiences across Microsoft 365 will have a consistent and familiar experience anywhere they occur, to enable action, navigation, and discovery by users.
  • Intelligence: tasks will leverage the intelligent services underpinning Microsoft 365, such as the Microsoft Graph or MyAnalytics, to proactively help users manage and prioritize their workload.
  • Integration: wherever a task experience exists in Microsoft apps and services, it will connect to and feed into one of two key task-management endpoints – To Do for individual task management, or Planner for team task management.

Our hero endpoints for personal task management are:

  • To Do: ideal for the individual, To Do helps keep track of personal tasks – across both work and life  – organizing and prioritizing their day with intelligent suggestions.  For those who like to create their own lists in addition to using collaborative tasks from Planner/Teams for their assignments, this is a great tool to give people control and customization.To Do 01.jpgTo Do 02.jpg
  • Planner: ideal for team tasks, Planner is the easy, visual task management app for Microsoft 365. It offers a familiar experience for teams to create new plans, organize and assign tasks, share task details like files, chat about assignments, and see updates on progress.Planner 01.jpgPlanner 02.jpgPlanner 03.jpg

Hubs with task management functionality:

  • Tasks in Teams: Tasks in Teams integrates both To Do and Planner, so individuals who frequently divide their attention across personal and team tasks will have a view that includes both.  For users of To Do and Planner, it is also a great way to access tasks while communicating with a team, without having to switch apps.Tasks in Teams.gif
  • Outlook: Tasks in the Outlook client app sync with To Do, and Tasks in Outlook on the web is powered by To Do. There is additional work is planned to integrate To Do even more deeply with Outlook in the future.OWA 01.jpgOWA 02.jpg

Other currently integrated products and services:

  • Word, Excel, PowerPoint: work is underway to allow comments and @mentions in Word, Excel, and PowerPoint to be converted into and assigned as tasks.
  • Microsoft Launcher: the native Tasks widget and To Do widget in the Microsoft Launcher sync with To Do.
  • Cortana: the Lists section in the Cortana notebook syncs with To Do, and you can tell Cortana to add tasks to To Do.

Ultimately, all of these apps, services, experiences, and connections revolve around the user. Wherever YOU prefer to get your day-to-day work done, tasks in Microsoft 365 will be available to help you stay on track and make the most of your day.

31 Comments
Iron Contributor

Would be awesome to be able to flag a conversation/chat in Teams as a personal task ultimately showing up in To-Do. Functionality equal to flagging an email in Outlook, making the "task" show up in To-Do as well.

Brass Contributor

Completely agree with Peter above. When I read "To Do integration in Teams coming soon", I was actually hoping it was about creating a personal task from a teams conversation (just like you flag an email in Outlook as "follow-up"). I was a bit disappointed - yes, integration into teams is not too bad, I personally think having a separate ToDo app is more than enough. 
But flagging a conversation as follow-up plus allowing to create sub-tasks and due dates, as in Outlook, that would really close the loop and offer overall consistency. 

Steel Contributor

Would also be nice if I could schedule a task and add it to my Teams calendar. 

Copper Contributor

Will I be able to create a task in Planner from flagged emails which will then sync to Teams?

Iron Contributor
Silver Contributor

@Mary_Sheppard, looking forward to the integrated tasks experience! 

Iron Contributor

@John Tropea Thanks for the advice. That might be a workaround.

Copper Contributor

Hello. I can't find the tasks app in Teams. Maybe it is beacuse I use the Norwegian language?

Silver Contributor

@Middelthon, the Tasks app in Teams hasn't rolled out yet.

Brass Contributor

When will To Do be available for GCC customers?

Copper Contributor

For Polly and the To Do Team:

 

This app is off the hook, y'all. Congrats. The vision you have for this app is also exciting, to say the least. My mouth was open as I watched the video and peeked at the upcoming updates. I can not wait to get my hands on the integrations featured here.

 

Thanks for the work you do!

Copper Contributor

When is the planned release for this in Canada?

Iron Contributor

@John Tropea @Peter Bech-Lutzka or anyone else: has anyone tried the 'Tasks' app from Awara.it? It appears to have been added at the end of November and also appears to be attempting to use the 'More Actions' menu choice @John Tropea refers to above.

Iron Contributor

@Mary_Sheppard can you please provide an update about the release date? Thank you!

Copper Contributor

WOW! This will be incredible! Can't wait!

Brass Contributor
How can we track/follow progress on this. This is AWESOME.
Copper Contributor

Is there an update on rollout?

Copper Contributor

Any Update?  Looking forward to testing this as I imagine many companies/users are at this time while we are working remotely.  

Brass Contributor

Is there a User Voice site or a Yammer Channel that I can subscribe to in order to track the progress on this item? Thx

Copper Contributor

Any update of release date 

We would like to implemente it?

Brass Contributor

I was just rewatching a video from Microsoft Ignite on Planner/Tasks and was surprised that this was still not released.  There seems to be little chatter about this on the web and in Office 365.  I'd love some status on this as well!

 

Silver Contributor

@Mary_Sheppard, any word on when this new Tasks is coming to Teams??????

Copper Contributor

Today it's not possible to add planner to a private teams channel. Will tasks solve this problem? 

Copper Contributor

@Mary_Sheppard  - any updates on when this feature will be made available?

 

Regards, 


Ajay

Copper Contributor

I would like to know that as well

Copper Contributor

This looks fantastic - I'm really excited about the workflows this integrarion will enable. For me it will facilitate implementing Getting Things Done (GTD) more easily into my work, by providing a consistent way of capturing action items then clarifying them later.

 

Two questions:

1) I didn't see OneNote mentioned. I'm aware that it has an Outlook Tasks feature already. Are there plans to expand it? Will assignee tagging be added?

2) Will these features be available on the webapps? For (1) above, I believe the OneNote feature is only on Windows desktop.

 

Many thanks

Copper Contributor

I'm very concerned I didn't see integration with tasks created in OneNote mentioned. OneNote is a great place to track all my info and activity on a project. 

Copper Contributor

Will this improve the notifications available for tasks?

 

Ie as either the task creator or the assigned task person I would like to receive notifications when either comments are added or a new checklist item is added/checked.

Brass Contributor

Will there be an connection between Lists, Planner and Todo? So that if someone assigns you an task in Lists it will appear in your ToDo or Planner app? 

Copper Contributor

This is a great piece of marketing, @Mary_Sheppard!  Wonderful demand creation.

 

If only the engineering was as good as the marketing! It's two years later and I'm still searching for how to elevate Outlook emails to be Tasks in Planner.  If only MS could deliver what it promises.  

Copper Contributor

@Nckoch @gavingrant agree; while I don't love OneNote myself, my school and students can't be disentangled from it and integrating it into more modern task workflows would be great. Currently OneNote is like this giant paper notebook where things get lost. If those stupid checkboxes and flags were turned into clean, modern tasks that could be assigned in Planner or put into To-Do seamlessly, that would be great. Even better, for educators: make tasks in Class Notebook pages automatically assign to each student when a page is pushed out. I should be able to make a homework checklist once in my teacher page, then distribute that page to students via Class Notebook or Teams Assingments, and I should then automatically (or one-time opt-in/opt-out) get each task in that checklist copied into a Planner Board category with the same title as the OneNote page, with sub-tasks indented on OneNote also created as checklist items within the main task. I should then get notified in Teams (or however I tell the system to notify me) whenever a student checks off a task in any app--or doesn't check it off. The ultimate would be if Viva AI could catch students not checking off tasks, remind them, remind me to remind them, etc. 

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