microsoft scheduler and Microsoft to do both are task management apps. Although their basic purpose is different from each other, they serve a common solution, and that is to manage tasks, time, and teams. To-Do is more about solo projects, where you need to see your personal to-do list. Microsoft Planner is efficient if you need to manage a team with fewer interdependencies. If you’re doing both, you’d like to see your personal to-do list alongside your distributed tasks in Microsoft Planner. Well, with Microsoft Teams, it’s possible. These are the steps that will help you view Microsoft Planner tasks in Microsoft To Do.
How to view Microsoft Planner tasks in Microsoft To Do
If you’re using the latest version of the Microsoft 365 suite, you’ll most likely see these two apps (Microsoft Planner and To Do) together. As a result, you will see the tasks and other details below. This window looks like the following:
As seen in the image above, the to-do list appears at the top, while the scheduler task list appears at the bottom. Microsoft To Do primarily creates lists for individual planning. On the other hand, Planner creates a task list for the team.
As you can see on the right side panel, inside the green box is the list of tasks created for teams using Planner. Some of the tasks are multi-dependent. Therefore, you may see more than one team member appearing in front of those tasks. On the other hand, the tasks in the red box are the tasks that are part of the individual task list.
These two apps appearing together make task management much easier.
However, if you can’t see these apps together, follow the steps below to view Microsoft Planner tasks in Microsoft To Do.
How to combine Microsoft Planner tasks in Microsoft To Do?
To add Microsoft Planner tasks to your to-do list, all you have to do is add the “Assigned to you” tab in the To-Do app.
This tab shows the tasks assigned to you in Microsoft Planner. The task assignment process from Planner is as follows:
When a task is created in Planner, it is assigned to different people. If that task is assigned to you, then it’s on your to-do list. Now click assigned to me on the left side panel, and you can see the task that has been assigned to you.
Activate the to-do list in Outlook
The To Do app can also be activated through Outlook. To do this, follow the steps below:
1]Go to Settings.
2]Scroll down to find the assigned to you option. Toggle the switch to On for this option.
3]Now scroll down further and you can see Connected apps. Below that, turn on the Planner option.
When the To Do app is activated, it looks like this:
Editing task details from Planner and To Do
Once you have both the Microsoft Planner and To Do apps in one place, you can start editing your tasks. You can change the Bucket, Progress, Priority, Start Date, Due Date, task frequency, etc. in this window.
Microsoft has introduced various project and task management tools that are easy to use and compatible with each other. Make use of them for better productivity and organization. You can learn the difference between the different Microsoft organization tools and when to use them in this article:
Read: Microsoft Project vs Planner vs To Do or Tasks app in Teams
Can I make Planner and To Do work together?
If possible. Microsoft’s task organization and management tools can be used interchangeably. Because they are compatible with each other. To activate the connection to Planner, follow the steps below.
- Find the to-do settings
- In Settings, scroll down to the Smart Lists section and make sure Assigned to you is turned on.
- Then under Connected Apps, for Scheduler, choose On.
Can I share a task with a planner in a team?
Follow the steps below to share a task with Planner on your team:
- add a Planner tab to your team channel
- In your team’s channel, select Add a + tab.
- In the Add a Tab dialog box, choose Tasks per scheduler and Do.
- In the Tasks by Scheduler and To Do dialog, now select: …
- Choose whether you want to post to the channel above the tab, and then select Save.
I hope this helps.