When to Use What Microsoft 365 Task & Project Management Applications
Track complex to simple projects, portfolios, and timesheets you have access to
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Project Online is a web-based application that can handle more complex project and portfolio management. Project managers can create schedules, view multiple timelines and assign tasks. Portfolio managers can look across all projects and run real time reporting with Power BI.
Lightweight and easy to use Project Management. Easily collaborate and track tasks that depend on each other all from the web
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Project for the web is Microsoft’s newest offering. Project Online and Project for the web can be used in tandem, no set up required. Easily create and collaborate on projects, whether or not you’re a project manager. You can use three views for multiple planning options: Grid for data, Board for Kanban-style planning, and Timeline for a Gantt view to show which tasks depend on each other.
Unifies operational workflows to provide the visibility, collaboration, and insight needed to drive success across teams—from sales to finance
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You can now manage your project through Microsoft Dynamics 365 with Project Operations. Seamlessly connect to Power BI for greater reporting, allowing you to have ultimate visibility and make decisions quickly. Drive enhanced collaboration and agility through connecting sales, accounting, resource, and project management and more all in one application.
Easily create and assign simple plans and tasks all within office groups
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Planner is a lightweight application that comes with most Office 365 for business subscriptions. With Planner you and your team can create simple plans and tasks, assign and set a due date, chat and link related documents, and see charts of your team’s progress. You can also use Planner from within Microsoft Teams and Microsoft SharePoint.
Manage individual and team tasks all in one central location, right in Teams
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The Tasks app in Microsoft Teams consolidates all your tasks from To Do and Outlook with your team tasks from Planner in one central location. The unique List view can be used to easily change many tasks at once, as well as find and edit them.
Microsoft To-Do
Prioritize and complete your essential tasks for the day
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The simple to use To-Do app lets you list and sort all your work and personal tasks so you can keep organized and can easily see prioritized items. Your To-Do list can be accessed from your outlook account. With this app you can only see your own lists and it’s intended use is not to track a project, but easy and straightforward tasks.
Use Cases
If it’s just you, use the personal task management app, To Do. You can see your To Do tasks in Teams task apps and in Outlook Tasks.
Very simple projects: Planner
Simple, but a little more robust: Project for the web
You can see your Planner tasks, both individual and team, in the Tasks app in Teams, and you also see your Project for the web projects in Teams using the Project app in Teams.
If you are managing complex projects Project Online is your best option. Plan 3 or 5 include Project Online.
Only Project Online has this capability. Plan 3 or Plan 5 include Project Online.
Only Project Online has this capability. Plan 3 or Plan 5 include Project Online.
Only Project Online has this capability. Plan 3 or Plan 5 include Project Online.
You can use Teams Apps to view all your tasks and projects in one location.
Please check out our Project to Planner sync tool. Reach out to us at info@ppmworks or the contact form to learn more or speak with our team.
Learn More:
Microsoft’s Complete Work Management Solution: Do You Know What to Use When
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