While there is some functional similarity between Microsoft Project and Planner, organisations soon (or will need to) learn which one is most appropriate for their business needs. To quote from the e-book ‘Office 365 for IT Pros’, Microsoft Planner (also known as ‘Tasks by Planner and To Do’ in Teams) is ‘a lightweight task-oriented planning application’ that is based on membership of Microsoft 365 Groups (click link if you are unfamiliar with Microsoft 365 Groups). (Thanks to the team at Office365 for IT Pros for some of the detail in this post). This post describes the three main elements of tasks in Planner/Tasks (including via Teams), where the records are stored, and recordkeeping considerations.Īn important point to consider while reading this post is whether you regards tasks in Planner (or Tasks by Planner for Teams) as records? If your answer is yes, then you will need to think about how these records will be managed. Activity-based tasks, including in dedicated task-based software such as Jira, Trello, etc.

Depending on the type of project (e.g., agile or waterfall), this may also involve tasks pinned on Kanban boards.

Project-based tasks, including in Microsoft Project or other similar applications.Team and Group-based tasks created and managed in various ways, including on physical white boards, via Microsoft 365 Planner/Tasks or ‘Tasks by Planner for Teams’.Personal tasks (or calendar entries) in email applications such as Outlook, or set via the Microsoft ‘To Do’ application.There are several ways to create, record and assign tasks in organisations.

Microsoft to do planner