Microsoft Teams App For Task Management – The Tasks app brings a unified task management experience to Microsoft Teams, bringing together personal tasks from Microsoft To Do and team tasks from Planner in one place. Users can access Tasks as an app to the left of groups and as a scrolling tab within individual groups. With My Tasks and Shared Plans, users can view, manage and prioritize all of their individual and group tasks. Tasks are available on the Teams desktop, web, and mobile clients.
When you roll out the Tasks experience to Teams desktop clients, the app name will initially appear to users as Planner. The name will then be temporarily changed to “Programming Tasks” and “Tasks” and later it will be changed to Tasks. In the Teams mobile client, users will always see the app name as Tasks. There may be a slight delay in the availability of the mobile experience after the desktop experience is available.
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For organizations looking to simplify task management for Frontline Workers, Tasks also includes the ability to target, publish and track tasks across the Frontline Workforce. For example, corporate and regional management can create and publish to-do lists targeting specific locations, such as specific retail stores, and track progress with real-time reports. Managers can assign tasks to their employees and manage activities directly from their location, and Frontline Workers have a prioritized list of tasks uploaded on mobile or desktop. To enable task posting, first set up a target hierarchy for your organization that defines how all groups in the hierarchy relate to each other.
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Tasks are available as tabs in the app and channel. The app displays individual tasks in the Do Do app and group tasks in the Planner app. Only group tasks are displayed in the tab.
With Tasks, users can have desktop, web, and mobile experiences. If Tasks is installed on the Teams desktop client, users will also see it on their Teams website and mobile clients. Special guests. It’s important to note that guests can only access the Tasks app from the Teams mobile client as an app. Visitors will see Tasks tabs on the Teams desktop and web clients.
My Tasks shows the user’s personal tasks. Shared plans show the tasks the whole team is working on and the Tasks tab contains a list of all the tasks added to the feed. Note the following relationship between Tasks, To-Dos, and Tasks in the schedule:
Tasks are enabled by default for all Teams users in your organization. You can disable or enable an app at the organization level on the Manage Apps page in the Microsoft Teams admin center.
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If you can’t find the Tasks app, search for names in the first post of this article. The app may still be in the process of renaming.
To allow or block specific users in your organization from using Tasks, on the Manage Apps page, make sure Tasks is enabled for your organization, then create a custom policy for app permissions and assign it to those users. For more information, see Manage permission policies in Teams.
Pin tasks to teams Use a dedicated front-end app experience to pin tasks and other apps to teams.
A custom enhanced app experience in Teams protects the most appropriate apps in Teams for F-licensed users. Fixed apps include Tasks, Walkie Talkie, Shifts and Fixes. By default, this feature is enabled, giving your frontline workers an immersive experience tailored to their needs.
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Apps are pinned to the apps bar—the sidebar in the Teams desktop client and the bottom of the Teams mobile client—so users can access them quickly and easily.
For more information, including how the experience works with the app policies you set, see Tailor Teams apps for front-end staff.
App installation policies allow you to configure Groups to approve the most important apps for your users within your users.
You can edit a global (the organization-wide default) policy to approve the Tasks app to users, or you can create and assign a custom policy in the app’s installation policy. For more information, see Manage application installation policies in Teams.
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If you don’t want the user to see My Tasks, you can hide it. Remove a user’s Exchange Online license to hide my tasks. It is important to know that after deleting the Exchange Online license, the user will not be able to access the mailbox. Mailbox data is stored for 30 days, after which the data is deleted and cannot be recovered until the mailbox is placed on hold or the claim is terminated.
We don’t recommend removing the Exchange Online license for data workers, but there may be some scenarios where My Tasks can be hidden this way, such as Frontline Workers who don’t depend on email.
With task posting, your organization can publish lists of tasks focused on specific locations (groups) across your organization to define and share a plan of work to be done at those locations.
Users create, manage, and publish task lists on the Published Lists tab in the Tasks app. If your organization has set up a target hierarchy and the user is in a group added to the hierarchy, this tab displays only the user. The hierarchy determines whether a user can publish or accept task lists and view reports on accepted lists.
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Contoso launches new pickup and delivery promotion. To maintain a consistent brand experience, they must coordinate a consistent launch across more than 300 stores.
The marketing team shares promotional information and related task lists with the retail communications manager. A retail communications manager, who serves as the store’s gatekeeper, reviews the information. They then create a list of tasks to carry forward and create a task for each unit of work that the affected shops need to complete. Once the task list is complete, they must select the stores they need to complete the task. At this time, the promotion only applies to stores with an in-store restaurant in the US. Within tasks, they filter the store list by the in-store restaurant attribute, select the appropriate locations in the United States from the hierarchy, and then publish the task list to those stores.
Store managers at each location receive a copy of the posted tasks and assign those tasks to team members. Managers can use the Tasks experience to understand all the tasks that need to be done in the store. They can also use available filters to focus on a specific set of tasks, such as work to be done today or work in a specific area.
Front-line workers in each store area receive a prioritized list of their tasks from the Tasks app on their mobile device. After completing the task, mark it as completed. They can even choose to upload and attach a photo to the assignment to showcase their work.
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Contoso headquarters and middle managers can view the report to see the assignment and completion of tasks in each store and stores. They can also scroll down a specific task to see the status at different stores. As the launch date approaches, they can spot any anomalies and check with their team if needed. This vision allows Contoso to improve deployment efficiency and provide a more consistent experience across its stores.
To enable task posting in your organization, you must first set up a team target schema in a .CSV file. A schema defines how all the groups in your hierarchy are related to each other, and it also defines attributes that you can use to filter and select groups. Once you’ve created your schema, upload it to Teams for use in your organization. Members of a publishing group, such as the Retail Contact Manager in the example scenario, can filter groups by hierarchy, attributes, or a combination of the two, select the appropriate groups that should receive task lists, and then publish the task lists. those teams.
See steps for setting up a group targeting hierarchy Set up a group targeting hierarchy. Add suggestions Auto Suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
UPDATE (October 30, 2020): Unfortunately, the renaming of the app in Teams from Planner to Tasks to Planner and To Do has been postponed until the end of this calendar year. We’ll do another update when the name change starts. After changing the name, you will see a banner informing you of the change. In the future, the name of the application will be shortened to Tasks.
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We’ve got some exciting news that’s been more than a year in the making: Microsoft Teams desktop and web capabilities are now 100% rolled out to all non-government tenants with a Microsoft 365 subscription. More information about public cloud availability will be provided later in this post. Tasks in Teams lets you manage group tasks from the Planner app and individual tasks in To Do
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