Like any SharePoint list or library, you can create and utilize views to customize what parts of the data you want to see. There is one Plan per Office 365 group, if you create a new plan it will create a new Office 365 group. This is not the only way to do it, but this is a good starting point:īoth the SharePoint site itself containing the task list and the task list itself would become a Plan in Planner which is contained inside an Office 365 Group. Here is a quick summary of how things will translate. But let’s walk through how the different features potentially translate from one to the other for effective task management. It works great when you need group-based task collaboration and don’t need lots of custom metadata fields.įirst let me be clear that there is no official migration mechanism to take an existing SharePoint Online task list and migrate it to Planner. It is all web-based, responsive and mobile-friendly along with a dedicated mobile app. Microsoft Planner is the new kanban-style task management application provided by Microsoft as part of Office 365. Microsoft To-Do is targeted purely for personal task management so we will focus our efforts today on how we can move away from outdated SharePoint tasks to Microsoft Planner. Which you use really depends on your requirements and how many people you are collaborating with. When it comes to task management in Office 365 and SharePoint Online, you have three choices:
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