Microsoft Planner and To Do
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In this course, we take an introductory look at the productivity tools included within Microsoft 365. We go over the wide range of benefits each tool can provide and give examples of how and when to use each tool.

Learning Objectives

Have a greater understanding of each tool and be able to explain in detail what each tool can do and the situations in which it could be used.

Intended Audience

Users new to Microsoft 365.


An understanding of general technical concepts.


Planner and To-Do both task management tools you can use to manage yourself and groups to tackle different projects and tasks. They both sync and integrate directly with Outlook and Teams so you can easily access your tasks from wherever you are. Let’s start off with Microsoft To-Do. Microsoft To-Do is a task management tool you can use to manage your own individual productivity.

It has due dates, file attachments, sub-tasks, and more all to ensure that you get your tasks completed on time. You can access To-Do on either a browser by logging into your office portal or via a desktop application downloaded from the Microsoft store. The nice thing about To-Do is that is you have previously used Outlook tasks that it automatically syncs to your account and any tasks added or edited through either platform will update on both.

Alongside this we have Planner. Planner is similar to Microsoft To-Do in that it is a task management tool but different in that it is more meant for larger group project management. Like Outlook, it syncs with To-Do so your tasks can be seen in either location but adds in the collaboration aspect by working with Microsoft 365 groups and users. Planner allows users to create “Plans” and invite users to those plans.

Within each plan, there is a Board with different lists that holds multiple cards. Each of these cards is an individual task that you can assign to users that are a part of the plan.

About the Author
Learning Paths

Lee has spent most of his professional career learning as much as he could about PC hardware and software while working as a PC technician with Microsoft. Once covid hit, he moved into a customer training role with the goal to get as many people prepared for remote work as possible using Microsoft 365. Being both Microsoft 365 certified and a self-proclaimed Microsoft Teams expert, Lee continues to expand his knowledge by working through the wide range of Microsoft certifications.