Planner and To-Do integration: bringing you a more cohesive task management experience

Published May 09 2019 09:08 AM 52.8K Views
Microsoft

Following swiftly on from flagged email and Cortana, we’re bringing you one step closer to a centralized task management experience with new connectivity between Microsoft Planner and To-Do. Many of you have been asking, and we listened. Starting today, tasks assigned in Planner will now show up in To-Do. 

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If you’re already using Planner then you’ll know that it’s a great way for your team to create more visualized plan boards, assign tasks, and collaborate to get everything done on time. To-Do, meanwhile, is a simple tool that helps you to accomplish what you need to do today—from shared lists to smaller daily recurring tasks. Together, To-Do and Planner simplify work management by giving you the flexibility to use the best tool for the situation—all without manually syncing individual tasks. 

 

Visualize all your tasks in one place  

Have a busy day with many projects on the go, an inbox that definitely isn’t at Inbox Zero, and a bunch of daily tasks? We’re here for you. Instead of constantly switching contexts to keep up with what you must do next, turn on the Planner integration (and the Flagged email integration, for that matter) and you’ll see all your project tasks fitting neatly in with the rest of your tasks in To-Do 

Planner tasks that have been assigned to you will show up in a special Assigned to Me list. Want to work on one of these tasks today? You can add it to My Day, along with tasks from other lists in To-Dogiving you a complete overview of what you’ll be ticking off today. And if you want to get more context or see the comments and file attachmentsyou can go into your detailed view and select “Open in Planner” to see all the finer details. If the task is a bit overwhelming, you can break it down into smaller steps in To-Do and it’ll also sync to Planner’s Checklist.  Add your Planner tasks to My DayAdd your Planner tasks to My DayGet a view of everything you need to accomplish  

You won’t just find your tasks in the Assigned to Me list—if you have a due date set then they’ll also show up in your Planned list. This means that you get a view of everything coming up today, tomorrow, or for the rest of the week. If the due dates don’t fit in with your work schedule, then you can change them, and it'll also sync back to Planner. And if you’re a firm fan of My Day then you’ll also find them popping up in Suggestions. 

 

Get Started 

 

Enable the integration in To-DoEnable the integration in To-DoWe know, we know, you probably can’t wait to get started. If you have tasks assigned to you in Planner, then next time you open To-Do you’ll see an alert asking you if you want to “Track tasks assigned to you in Planner”. Hit Show List and your Assigned to Me list will appear, and your tasks will start to sync. Check here for more options to enable Planner in To-Do. If you’re not familiar with Planner yet, then please note that you will need a license to use the product. 

That’s it from us, now it’s over to you. Tell us what you think of the Planner integration in the comments below or over on Twitter or Facebook. We want to hear your feedback.  

14 Comments
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‎May 09 2019 09:11 AM
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