The Tasks app brings a cohesive task management experience to Microsoft Teams, integrating individual tasks powered by Microsoft To Do and team tasks powered by Planner in one place. Users can access Tasks as an app on the left side of Teams and as a tab in a channel within individual teams. With My tasks and Shared plans, users can view and manage all their individual and team tasks and prioritize their work. Tasks is available in Teams desktop, web, and mobile clients.

For organizations who want to streamline task management for Frontline Workers, Tasks also includes capabilities that enable you to target, publish, and track tasks at scale across your Frontline Workforce. For example, corporate and regional leadership can create and publish task lists targeted to relevant locations, such as specific retail stores, and track progress through real-time reports. Managers can assign tasks to their staff and direct activities within their locations, and Frontline Workers have a prioritized list of their assigned tasks on mobile or desktop. To enable task publishing, first set up a team targeting hierarchy for your organization, which defines how all teams in the hierarchy are related to each other.


Teams Download Tasks


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My tasks shows a user's individual tasks. Shared plans show tasks that the whole team is working on and includes any task list that's added as a Tasks tab to a channel. Note the following relationships between tasks in Tasks, To Do, and Planner:

Task lists that a user creates in the Tasks app will also appear in To Do clients for that user. Similarly, task lists that a user creates in To Do will appear in My tasks in Tasks for that user. The same is true for individual tasks.

If you don't want a user to see My tasks, you can hide it. To hide My tasks, remove the user's Exchange Online license. It's important to know that after you remove an Exchange Online license, the user no longer has access to their mailbox. Mailbox data is held for 30 days, after which the data will be removed and can't be recovered unless the mailbox is placed on In-Place Hold or Litigation Hold.

We don't recommend removing an Exchange Online license for information workers, but there may be some scenarios where you can hide My tasks in this way, such as for Frontline Workers who don't depend on email.

The Marketing team shares the promotion details and the corresponding list of tasks with the Retail Communications Manager. The Retail Communications Manager, who serves as the gatekeeper for stores, reviews the information. Then they create a task list for the promotion, and create a task for each unit of work that the affected stores need to perform. When the task list is complete, they need to select the stores that must complete the work. In this case, the promotion only applies to stores in the United States that have an in-store restaurant. In Tasks, they filter the store list based on the in-store restaurant attribute, select the matching United States locations in the hierarchy, and then publish the task list to those stores.

Store managers at each location receive a copy of the published tasks and assign those tasks to their team members. Managers can use the Tasks experience to understand all the work required across their store. They can also use the available filters to focus on a specific set of work, such as work due today or work in a particular area.

Contoso headquarters and intermediate managers can view reporting to see the assignment and completion status of tasks at each store and across stores. They can also drill down to a specific task to see the status within different stores. As the launch date gets closer, they can spot any abnormalities and check in with their teams as needed. This visibility allows Contoso to improve the efficiency of the rollout and provide a more consistent experience across their stores.

To enable task publishing in your organization, you have to first set up your team targeting schema in a .CSV file. The schema defines how all the teams in your hierarchy are related to each other and also defines the attributes that can be used to filter and select teams. After you create the schema, upload it to Teams to apply it to your organization. Members of the publishing team, such as the Retail Communications Manager in the example scenario, can then filter teams by hierarchy, attributes, or a combination of both to select the relevant teams that should receive the task lists, and then publish the task lists to those teams.

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.

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.

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.

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.

Above the tasks list, on the left, choose Progress, Priority, or Due date and choose an option. You can also choose More options and then select Delete, Move task., or more. Options can vary depending on the list you're viewing.

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.

Hi All,


I am relatively new to using Microsoft Flow. I am attempting to connect Outlook and Microsoft Teams, more specifically, I am looking to automate the creation of a task in microsoft planner within teams whenever I flag an email in outlook and it goes into my tasks. 

 -us/galleries/public/templates/736f4350373711e7870df906aa521b7a/cr...


I have stumbled across the following template and edited it - I seem to not be getting any errors but it also does not seem to be working. Is there any way that I can fix this or if there is a better way of doing this?


Thanks!

Hi @v-bacao-msft @efialttes 


Thank you for your responses. If you see, all I have done is changed:


1. "When a task is added" - added the "Tasks" Folder (I am assuming from outlook tasks)

2. Under "Create a Task" for "Plan Id" - added the "Tasks" field

3. Under "Create a Task" for "Bucked Id" - added the "Emails" field (This is a bucket in my planner)

4. Under "Assigned User Ids" - I have included my email


I am hoping that when I flag an email as below, and it goes to my To-Do List and then I move it to "Tasks" that this then automatically gets added into the "Emails" bucket in Planner. There is an issue which is that I do not see "To-Do List" in the Flow template when I try to select the folder under "When a task is added". Maybe this has got to do with it?




Hi @efialttes @v-bacao-msft 


Now it has worked but my only problem is that I need to find a way to automatically add tasks to the "Tasks" folder instead of the "To-Do list" here - when I flag an email, it goes to "To-Do List" rather than "Tasks". The other solution would be to select "To-Do List" in the "When a task is created" part of the flow.

I am hoping someone can help me. I have created a flow to create a planner task whenever I receive an email with a specific subject line. However, I only want the task to created ONCE. What happens currently is, the original task gets created but then an employee who will follow up with me at a later point with the same subject creates additional tasks. Is there something I can do to only create a unique tasks?

Basically I need everyone on my team to be able to pull up other team members task lists and see what they have completed or not completed on their lists. As of right now they can only do this for tasks they have specifically assigned to them, but not tasks others have assigned them or they have assigned to themselves.

I use Trello for work (and private too). At work we use MS Teams. Now I wonder: can I make tasks in Teams tasks in Trello (i.e. send them to a board, just like I can forward an e-mail to a board in Trello)?

As I understand it from the other question, the answer is that there is no easy way to import tasks from MS Teams to Trello? So, there's no way to e-mail them to Trello, like I can forward regular e-mails to a board etc? (I had so much hoped there would be an easy way!!)

Thank you, but I don't think that would do the trick. I work in many different projects (with different "Teams") and my need is to export all my to do:s from the different teams into Trello. Or any other tool really, I'm willing to change, since this is crucial to me. 


But thank you so much!

Task management software is used to organize teams' workflows and projects by assigning tasks and tracking progress. It enables teams to collaborate more efficiently, reduce their reliance on email, and focus instead on progress tracking and delivery.

1. Increased clarity & visibility: Team task management is all about accountability. Each team member should know who is working on what, the requirements, and the time frame for the task. When mapped out for everyone involved, managing time, prioritizing tasks, and reassigning work becomes easier. ff782bc1db

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