Skip to main content
Search My Knowledge Base

or browse by Topic instead

Topic: "Tasks"

3 ways to add a Plan to a SharePoint page

Planner proved to be a great and easy-to-use task management option for many organizations. I blogged about this wonderful tool in the past. It seamlessly integrates with Teams, SharePoint and can also be automated using Power Automate. In today’s article, though, I would like to explain a few ways you can add a Plan to a SharePoint page. Option 1: Link via… keep reading >

Lists or Planner?

With the overwhelming number of options we have within the Microsoft 365 eco-system, one of the common questions I get from my clients is whether they should be using Lists or Planner to manage tasks and recurring checklist items. So in this post, I would like to compare Microsoft Lists to Microsoft Planner and provide pros and cons for each option. Microsoft… keep reading >

An overview of task management options in SharePoint and Office 365

Everything is a project! This is my main motto in life. Hey, after all, to get things done, we need to complete tasks. While, for the most part, we use SharePoint and Office 365 to store documents, the second most important function of our daily routine is to track and complete tasks. Tasks for temporary project teams we are part of, tasks… keep reading >

What is Microsoft Planner?

In case you are not familiar or using Planner at the moment, I highly encourage you to get to learn and use the tool. As a project manager in my past career, I used MS Project extensively. But MS Project is a serious tool, built for project managers and large, lengthy projects. Planner, on the other hand, provides a light-weight alternative for… keep reading >

What is Microsoft To Do?

Whether you need to buy a bottle of milk on the way home or complete the project proposal at work, our life consists of tasks. Up until recently, there was no good option to manage individual tasks in SharePoint and Office 365. That changed though with the introduction of Microsoft To Do. What is Microsoft To Do? Microsoft To Do is a… keep reading >

5 ways to create a checklist in SharePoint and Office 365

A frequent request that I get from my clients is the ability to create and track some sort of checklist in SharePoint.  Maybe you have a project checklist or something repeatable employees have to adhere to day in and day out. Maybe you desire consistency in operations. Whatever the reason is – the checklist is a great way to standardize and track… keep reading >

3 ways to notify a user of changes in a SharePoint list

SharePoint lists are great at storing non-document content like issues, tasks, events, contacts or any other info via a custom list. So here is a typical business scenario. Say, you add some content to the list and want to notify a user of changes in a SharePoint list. How do you make this happen? This post will explain the available options. 1. Alert… keep reading >