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Microsoft task apps: Loop vs To Do vs Outlook vs Planner vs Teams 

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Microsoft 365 has so many task apps, some team-based apps Planner & Loop's task component are good for working with people whereas OneNote is great for "As the go" tasks and To Do & Outlook are meant for personal tasks.
Example files can be found here: www.xlconsulting-asia.com/youtube-files
Often task apps can do too much but the core stuff they do inefficiently. From my experience: Very few tasks have actual due dates and being able to multi-select tasks and perform an action are key. Multi-select and delay to get them off the list can only exist in one task app. I showcase all task apps bearing in mind ket criteria: Least clicks, the efficiency of views and the ability to showcase a subset of tasks (and not all tasks you sometimes have).
I don't cover Microsoft Project as it's not a free app. Still, if you want sophisticated project management with Gantt charts, dependent tasks and more flexibility this paid app may be worth considering. Instead, I cover all that is included within the core Office 365
0:00 Intro
1:21 Loop: As you go team tasks
2:48 OneNote: As you go personal tasks
4:14 To Do: Inefficient personal task list
6:58 Outlook task customisations
9:12 Planner: Long term team tasks
12:31 Tasks in Teams
15:32 Outlook task customisations
19:17 Conclusion

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8 июл 2022

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Комментарии : 42   
@NickWindham
@NickWindham 2 года назад
Now there’s also Microsoft Lists. Microsoft is really needs to streamline their apps offerings. Who on Earth thinks it’s a wise idea to have Projects, Planner, To Do, Lists, OneNote, Loop, Excel, Outlook Tasks, Teams, etc… for planing, to do lists and notes? Those 9 could be combined into 3 really.
@learnspreadsheets
@learnspreadsheets 2 года назад
I sort of agree… tasks in teams is supposed to do that but doesn’t reallu achieve it sadly
@lesleyridge
@lesleyridge Год назад
Completely agree. This demonstrates my frustration with Microsoft in most things. Keep it simple!
@brekerr9323
@brekerr9323 Год назад
I tend to agree, there are way too many apps… but watching this video I can see some of the benefits of having apps that work differently because we all process things differently in our brains. What will work better for one person may not work for another at all. That being said, they still don’t need 10+ applications for tasks/lists.
@steviesteve750
@steviesteve750 Год назад
I use GTD, and my outlook calendar is an extension of my brain, it's the control centre of how I manage everything for work. The biggest challenge is processing all of my inputs (inbox) that will be email requests, thoughts, notes etc into one single task list that i can then transpose into a calendar entry. It would be a huge benefit if any of these apps allow you to define the duration of a task without fudging a start and end date, and then allowing you to drag and drop into outlook calendar into a suitably sized slot. I know you can convert tasks into the calendar, but there is no duration, so they are entered as a reminder effectively. That's also why I never got on with the Outlook task manager, because all I had was a huge list of email reminders that I kept snoozing, because I couldn't quickly schedule them when I was processing them.
@learnspreadsheets
@learnspreadsheets Год назад
Good feedback, I like the GTD method, you’re right that all these task apps fall short of an ideal system
@phillipg7315
@phillipg7315 Год назад
I love MS To-Do but this was a really great and thorough demonstration 👏
@learnspreadsheets
@learnspreadsheets Год назад
Thanks! Glad you like it 😃
@davidbilbie5367
@davidbilbie5367 Год назад
Great video. When you say don't create a new Office 365 Group when creating a Planner. Are you saying create one generic one in Office 365 then use this to assign to all new Planners you create? Why is thy and what is the downside of using the same one for all Planners?
@learnspreadsheets
@learnspreadsheets Год назад
Glad you liked it! I meant it can be easy to fall into the trap of creating many obsolete o365 groups with just a plan in each. It’s fine to have them all in one group the downside would be everyone has access to all but if you’re cool with that then it works fine!
@chrisroelifeof
@chrisroelifeof Год назад
Do. you have anything that goes through how to set up and use To Do like you do? You just dipped a little toe into how you use it but not how to set it up like you do.
@learnspreadsheets
@learnspreadsheets Год назад
Heya, i use outlook tasks rather than to do, to do is hard to customise. If you’d like my outlook task set up email Me & i can try to send something to you
@goblinant
@goblinant 10 месяцев назад
When trying to implement your task filter in Outlook 365 - where 'Start Date' 'on or before' 'Today' I get a 'This Value is not valid' error message. Any ideas on a fix?
@learnspreadsheets
@learnspreadsheets 10 месяцев назад
Hey! Glad you’re trying my method out! Please email me on david@xlconsulting-asia.com I can maybe try to help, & send screenshots or a screen video of what you’re seeing
@demetriows1207
@demetriows1207 2 года назад
Thanks this was very helpful, I was very excited to see Loop come into play but it seems better fit for pure collaboration. Quick question, is there any sync available for tasks between different outlook accounts? I have to use several accounts from clients and would be helpful to see all tasks. And I completely agree with the due dates, they shouldn't be primary driver of priority. I will give Tasks another try now that I know I can use categories to group them!
@demetriows1207
@demetriows1207 2 года назад
Also any thoughts on if Microsoft will ever support subtasks/related tasks? I sometimes have a task that consist of more individual tasks that build up to each other. I may create a prefix for a task group and I can tell them apart but still know they are related in some way.
@learnspreadsheets
@learnspreadsheets 2 года назад
I’m glad you like it! Yea, due dates suck! To answer your questions… 1. Sync between outlook accounts is tricky, the term account is tricky, you can have accounts on a server or exchange online, you can have multiple email accounts in one outlook (in which case you would see emails & tasks from both/all), you can have one account lining to multiple outlook files. 2. Sub tasks exist in to do, planner but not outlook tasks. I use the trick where I write XTRA to say there are sub tasks 3. Dependent tasks don’t exist in any of these apps unfortunately, Microsoft wants you to pay for project for that (& also Gantt charts etc.)
@rpfarrah
@rpfarrah Год назад
I agree 100%. Now if I could just get my Outlook to sync (in a meaningful way) with a mobile or web app! Let me know if you have figured that out. The best thing I've come up with is syncing with Informant. But it's not pretty or easy.
@learnspreadsheets
@learnspreadsheets Год назад
Yessss I dread the day when my customised outlook task list will be discontinued, I live & die by that! It does sync to my iPhone reminders app but I end up using mostly on my PC
@devittm
@devittm 2 года назад
You should use the #tag to tag tasks (not in the notes section) so you can click on a tag and you will then see all tasks associated with that #tag. For example, speak to #john about presentation. It gets highlighted and when you click on it you should see all tasks associated with #john. Also, Microsoft don’t know where they are going with tasks. They have to many products that does the same thing and keep brining out other apps. There’s also Microsoft Lists! MS Todo is half decent but lacking basic features. Todoist is where it’s at in terms of the go to standard for task apps imo. Cheers
@learnspreadsheets
@learnspreadsheets 2 года назад
Yeah the hash tags are good, sorry I didn’t I didn’t include everything in this video. Agreed it’s a bit all over the place with Microsoft herr
@HarryStephensonClarke-iy9jo
I could not get #subject to work in the title of the task name. is that where you were saying that it would register?
@jonathancreem3502
@jonathancreem3502 Месяц назад
Anyone know the settings specifications to set up Outlook Tasks the way presented here? I sent this video to myself years ago after finding this helpful, but I don't remember how I set it up and trying to replicate on a new account. Thanks!
@learnspreadsheets
@learnspreadsheets Месяц назад
Hi Jonathan I’ll make a video soon of how to do it
@cjosak
@cjosak Год назад
Dear David, Thank you for the video, very I formative. Any chance you could help me with suggesting an app to do the following. I have an excel file with a list of to do things which have date and time when my team needs to have a reminder on these. Also every line will have a name of the person who should receive that reminder (task). So I want to be able to upload the excel file and than all the people from the group receive reminders on their phone. (Same way my Samsung is synchronized with Microsoft to do and I instantly get renders in my calendar when I create them in Microsoft To Do. Looking forward to you're reply, Kind regards, Miljan
@learnspreadsheets
@learnspreadsheets Год назад
Hi for something like that which spans across difffernt apps with excel as an input you can explore using Power Automate which allows apps to flow together using triggers
@sircharlescharles
@sircharlescharles Год назад
Your tasks are not time-dependent? I'm quite surprised.
@learnspreadsheets
@learnspreadsheets Год назад
Some are but most are not but that really changes for everyone depending on the job they do!
@rolltidehero
@rolltidehero Год назад
Does anyone know of an app that supports handwritten tasks \ Todo list?
@learnspreadsheets
@learnspreadsheets Год назад
Microsoft Whiteboard works well with handwritten stuff and its now compatible with Loop so it may be able to convert handwritten stuff into Loop tasks, I have not yet tried though
@threadthelight
@threadthelight 2 года назад
Do you use all of these tools in tandem? Do your teams get confused where to go to have a consolidated view of all their tasks across projects and context? I use Planner for high level project planning and task tracking, SharePoint lists for more customized task tracking (Planner is not customizable), and OneNote for daily/team huddle action items. Some of my staff get confused on where to go to view and update their tasks. How do you manage the use of all the tools?
@learnspreadsheets
@learnspreadsheets 2 года назад
Hi it’s hard but yeah I use planner for team tasks & the others for personal level tasks, I don’t use all of them but planner, outlook & one note regularly
@NickWindham
@NickWindham 2 года назад
I would stick to having your staff use Outlook and Teams. Your Planner Tasks/To Do and Sharepoint Lists can automatically feed into those and they can manage stuff there. They should already use Outlook and Teams for communications, so getting them to adopt these new features will be more successful than trying to get them to learn and use Planner, List, and/or OneNote
@Eddie_-_
@Eddie_-_ Год назад
I love the Today view in Todo. Yes, you need to spend 5 min to decide what is important that day, but don’t we all need that? Outlook Tasks had some features I didn’t know about. But damn, it’s so ugly.
@learnspreadsheets
@learnspreadsheets Год назад
Personally I prefer that it pre suggests what should be on my daily list without me needing to make the list, but if it works for you that’s great!
@nariroth7763
@nariroth7763 2 года назад
i cannot find the loop in my microsoft
@learnspreadsheets
@learnspreadsheets 2 года назад
It was rolled out in Teams publicly a few months ago and Outlook only last week but the full Loop experience isn't available yet. If you cannot see it in Teams it may be that your IT staff has blocked it or you're not in one of the earlier channels.
@JohnSmith-gb8hd
@JohnSmith-gb8hd 2 года назад
@@learnspreadsheets Will Loop also be available for personal MS account?
@JJ-jd2dq
@JJ-jd2dq 2 года назад
it's simply not out yet, there are very limited subset of loop feature within Teams only, which can only be posted on group conversations and not on a channel, at least at this point for me it's not worth using.
@nariroth7763
@nariroth7763 2 года назад
@@JJ-jd2dq I agree.
@debadri
@debadri 2 года назад
good content, but you need a better mic.
@learnspreadsheets
@learnspreadsheets 2 года назад
Thanks for the feedback, noted I’ll bear in mind