Pro Blog | PK Tech

Get the Most Out of the Microsoft 365 Task Management App

Written by Megan Schutz | October 11, 2024

There’s something about an upcoming new year that gives us the itch to organize, reassess, and hone in on new goals. We recommend Microsoft 365 to all our clients, but the truth is that few organizations even skim the surface of what Microsoft 365 offers. 

As we head into the new year, we’ll be releasing a series on maximizing your Microsoft 365 subscription. From internal messaging, digital note-taking, and task management to scheduling and booking–there’s little Microsoft 365 can’t do. Let’s first review how to get the most out of Microsoft 365’s task management application.

What is the Microsoft 365 Task Management App?

Microsoft 365’s task management app is called Microsoft Planner. It offers the ability to organize teamwork with intuitive, collaborative, and visual task management. While there are many task management platforms in the marketplace, if your organization already uses Microsoft 365 for other functions, simplifying and using Microsoft Planner for task management can be advantageous for ease of operations.

Best Features of Microsoft 365 Planner

Microsoft sometimes gets a bad rap for being a bit archaic compared to independent competitors. However, when it comes to Microsoft Planner, we’ve been pleasantly surprised with the functionality and ease of use. Here are some of the best features of Microsoft Planner: 

  1. Integration with Teams–view all your tasks on the Microsoft Teams platform. This is yet another reason to keep your organization operations solely on Microsoft 365 apps.
  2. Access on both desktops and mobile devices–the ability to manage tasks on your mobile device and/or your desktop is a big plus for us. In an age of on-the-go and remote work, it’s vital to be able to view, add, or manage tasks on mobile.
  3. Connection across Microsoft 365 apps–Microsoft Planner integrates with Sharepoint and other Microsoft 365 apps, making it easy to share and add task details from other platforms to tasks in Planner.

Maximize Microsoft 365 with Managed IT Support

As managed IT service providers, we’re more than just basic IT support. We function alongside businesses and integrate with your existing operations to enable you to operate seamlessly and efficiently. When it comes to software solutions like Microsoft 365, we can make experienced recommendations about the solutions that will be best for your organization’s operations. We frequently help clients simplify and synthesize their software usage,assisting businesses in reducing their risk landscape and streamlining processes.

To chat with a member of PK Tech about managed IT services for your business, get in touch with us here