Teams Fest - A Hub to Rule all your Tasks: Tasks in Teams
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Slides of my session at Teams Fest virtual conference where I talked about Tasks in Teams, the Hub to rule all your Tasks
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Teams Fest - A Hub to Rule all your Tasks: Tasks in Teams
- 1. A Hub to Rule all your Tasks: Tasks in Teams
- 2. Juan Carlos González Office Apps & Services MVP | Microsoft 365 SME & Delivery Manager @jcgm1978 jcgonzalezmartin1978@hotmail.com https://nl.linkedin.com/in/juagon https://jcgonzalezmartin.wordpress.com/ https://www.youtube.com/channel/UCTTOig92qM_d0 kLbSODCATw
- 3. Tasks in Microsoft 365
- 4. Tasks across Microsoft Apps and Services The big picture ;-) Teams Dynamics Planner in SharePointPower Automate Sticky Notes CortanaAlexa Outlook Microsoft Graph IoTLOB Azure DevOps Tasks in Office docsEdge Microsoft LauncherOneNote Completed In progress Longer term To Do Planner Project
- 5. Core principles of Tasks in Microsoft 365 IntegrationIntelligenceCoherence
- 6. Simple, familiar look and feel across every experience Maintain user expectations Enable actions, navigation, and discovery Coherence
- 7. Leverage intelligent services across Microsoft stack Help users with proactive suggestions Assist in organizing and prioritizing Intelligence
- 8. Connect any task-related experience to logical endpoints Create experiences applicable to all types of users Scale task capabilities from individual use to organizational workflows Integration
- 9. Key task-management endpoints in Microsoft 365 To Do Planner
- 10. To-Do: All your tasks in one place Plan and manage your day Be more intentional about what you want to get done with the My Day list Focus on what’s most important See your most important tasks with Suggestions to prioritize your day Make tasks manageable Break tasks down into simple steps, add due dates, and set reminders to keep you on track Get more done, together Share lists with colleagues to collaborate on work and get things done faster
- 11. Demo: To-Do, all your tasks in one place
- 12. Planner: Simple work management for everyone Familiar, collaborative teaming Manage your plan in Teams and access relevant assets through robust task cards Fast, visual status See your plan’s visualized status, down to who’s assigned to what task, in a single click Microsoft 365 platform parity Get all the same security, compliance, scalability, and performance benefits as other Microsoft 365 solutions Simple, organized experience Build plans in minutes and organize tasks the way you want in a familiar Office environment
- 13. Demo: Planner, simple work management for everyone
- 14. Hubs with task management functionality Teams Outlook
- 15. Microsoft Teams: Your hub for teamwork Communicate the way you want Connect in threaded discussions, intelligent meetings, and cloud-based telephony Collaborate with integrated apps Share and co-author Office documents and get built-in access to Office 365 apps Customize and extend Pin important files, add third-party solutions, and integrate workflows Work with confidence Leverage built-in Office 365 security, meet global compliance standards, and manage Teams in a single admin experience Transform how you manage tasks Tasks in Teams integrates both To Do and Planner, so you can manage both personal and team tasks in one view
- 16. Task app Personal tasks from To Do Team plan tasks from Planner List view
- 17. Microsoft Teams: Your hub for teamwork Tasks in Teams • Tasks in Teams experience comes as: An App which shows both Planner and To-Do tasks (For now) A Tab which is added to individual Teams channels and only shows Planner tasks • Tasks App is enabled by default in Teams. It can be disabled by Teams Admins through the Teams Admin Center • Some key features of Tasks in Teams: Tasks publishing (Private preview): Create tasks at the corporate level and push those tasks to targeted Teams – Nomination Form: https://tinyurl.com/yyo7khgj Available in Teams desktop, web and mobile clients. Guests users can access the Tasks tab, but they will only see the app on mobile 4 default views available: Board, Charts, Schedule (coming from Planner) and List (new view) Edit multiple tasks at once through the List view Graph API and Power Automate support to enable Tasks integration in other Apps
- 18. Tasks App in Microsoft Teams Initially the Tasks App is still named “Planner”. By default, the App is available for everyone Track your Tasks in My tasks section: shows you tasks that you've created or that have been assigned to you Track your Shared plans: shows you plans that have been added to channels in Teams Smart lists combining Personal and Teams Tasks
- 19. Tasks App in Microsoft Teams Lis View: allows you to change many tasks at once and to filter your tasks
- 21. Demo: Microsoft Teams, your hub for teamwork
- 22. Task in Teams App: Some FAQs Some common questions about Tasks in Teams • Q: Is the rollout of the Tasks App in Teams happening now? Yes, it is. Apparently, the rollout has not finished yet • Q: As a Teams user, I don’t have the App yet, but other work mates have it: Is that normal? Well, it’s not normal but you are not alone with this situation in the Microsoft 365 world. There are others with this same problem including myself ;-) • Q: Should I see also the Tasks App On the Mobile? Per Microsoft statements, Tasks App should be also available in the Teams Mobile App. But at least in my case, that’s not happening
- 23. Summary • To-Do displays all your Tasks (Personal Tasks created within the App, Tasks coming from e-mail, Tasks coming from Planner) in a central location • Planner is a tool for managing Teams Tasks in an agile way • Both To-Do and Planner are Tasks End-Points we have Today in Microsoft 365 • Microsoft Teams is a hub to centrally manage and rule all the user’s tasks coming from To-Do and Planner
- 24. Bonus: Quick References & Roadmap Quick References • Guide to Microsoft Ignite 2020 – Task Management Edition - https://tinyurl.com/yyo8xqmn • Announcing Tasks in Microsoft Teams public rollout - https://tinyurl.com/yy4xf9gr • Bring the power of Tasks into your personal life to stay organized - https://tinyurl.com/y5apeoqx • Announcing Tasks in Teams, a coherent task management experience in Teams - https://tinyurl.com/wyj6ck4 • Use the Tasks app in Teams - https://tinyurl.com/yxrcmsmp • Manage the Tasks app for your organization in Microsoft Teams - https://tinyurl.com/y33g9j7f
- 25. Bonus: Quick References & Roadmap Roadmap: What’s new and upcoming • Task in Teams: Coming soon to your tenants (I hope so ) • File attachments in Planner Tasks: Upload files to Planner tasks cards directly in Teams • Tasks from messages: Create tasks from chats or channel conversations • Government availability
- 26. Office 365 for IT PROs • $10 discount: https://gumroad.com/l/O365IT/O365isgreat
- 27. Office 365: The best recipes for developers • 20 % discount: Discount code: 4q8kso9 https://gumroad.com/l/DgSSr https://guitaca.com
- 28. Questions?
- 29. Rate my session & calls to action https://euroteamsug.com/TeamsFestFeedback 1 Rate this session 2 3 Attend more sessions and join our keynotes at 19.00 CET Show your love for TeamsFest on Twitter using #TeamsFest
Notas del editor
- Tasks in Teams experience comes as an app, which shows both Planner and To Do tasks, and as a tab, which is added to individual Teams channels and only shows Planner tasks. Task publishing lets companies create tasks at the corporate level and push those tasks to targeted teams across their Firstline Workforce. For example, leadership for a nationwide retailer can create tasks for an upcoming promotional campaign, send that list to all affected store locations, and then track progress against the assigned tasks. Store managers can easily assign tasks to individual employees, while Firstline Workers can see a simple prioritized list of those tasks on their personal or company-issued mobile device. As of now, task publishing is only available in private preview. If you’re interested in getting the private preview of task publishing for your organization, please fill out this form to nominate your company. Tasks in Teams is available in Teams desktop, web, and mobile clients. If Tasks in Teams is added in Teams on desktop, it’ll appear in the other two environments, too. The exception is guest users, who can access the Tasks tab but will only see the app on mobile. Both the Tasks in Teams app and tab include four views: the traditional Board, Charts, and Schedule views from Planner, plus the new List view. All four are available in the Teams desktop and web experiences, but only the List view is available on mobile. The new List view also comes with a new capability: edit multiple tasks at once. In both the desktop and web experiences, instead of making the same edits to each task individually, you can edit all affected tasks simultaneously. This feature supports changes for progress, priority, due date, and more depending on what task list you're looking at. If you’re an IT admin, the Docs page includes steps for enabling or disabling Tasks in Teams for either your entire organization or specific users; setting a policy to automatically pin the Tasks app to the Teams siderail; and, hiding My tasks lists for users. You can use Graph API and Power Automate integrations for To Do and Planner to surface tasks created in other apps in Tasks in Teams. You can read more about these APIs on our respective Planner and To Do pages. Note, the existing To Do Graph API will soon get updated to a new one, which is currently in private preview. For Power Automate, you can easily build workflows that create tasks based on certain criteria (e.g., a task is created when a form is submitted with a specific response). There are lots of premade Power Automate templates for To Do and Planner here, just search for the product name.
- 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.