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OneNote is an excellent tool for jotting down project notes in one place without creating unnecessary separate documents. This tool allows you to add images, text, tables, etc.
Formatting text is a breeze with its Word-like formatting options.
OneNote helps you stay organized with sections, pages, and subpages.
One unique feature is how notes are automatically synchronized to OneDrive or SharePoint and are available from the web on any mobile device.
Effective task management is an essential part of a company's growth, and with great options for task management, you cannot go wrong with Microsoft 365.
To-Do is the best management tool for your personal tasks, while Planner will help you manage your projects and tasks distributed across the team.
Microsoft To-Do is a task management tool that will help you get things done. This app is designed to help you manage your tasks and allows you to share them with your colleagues.
One excellent feature of MS To-Do is that if you flag an email from Outlook, the To-Do list will automatically update, saving you time switching from one app to another.
To-Do also notifies you of each task nearing a deadline, increasing your accountability on a specific project, and avoiding unnecessary follow-ups from your colleagues.
With Microsoft Planner, you can manage your projects in a Kanban-style tool that lets you assign and monitor tasks. Once you create a plan, anyone in your M365 group can access it to see the tasks assigned to them or their teammates.
You can use Microsoft Planner with other M365 tools like MS Teams and SharePoint. When you use MS Teams, you can access Planner from within Teams and get alerts when assigned tasks.
It is also very customizable as you can create different buckets to represent your /workflows, such as "to-do," "doing," and "done."
Managing projects is a tough job. It is important to use the right tool to get the job done. To-Do and Planner are great apps built to help you manage your daily tasks and projects efficiently, but there is a difference between the two.
To-Do is best for helping you organize your personal tasks and giving you the option to share them with your team. At the same time, Planner is best for collaboration as it is built to help your organization both manage projects and assign individual tasks to team members.
Reports are an essential part of exploring an idea in detail. Each business must evaluate and discuss a particular project to ensure that everyone is on par with what is going on within the organization.
Microsoft 365 offers project management tools to ease the hassle of creating reports effectively and concisely. Projects must be specific, measurable, achievable, relevant, and time-bound in any given situation.
With Teams integrated with Planner, you can view projects’ progress, create charts, and assign/reassign tasks. Tracking progress is more accessible by selecting Charts view. This will give you a bird-eye idea of which projects or tasks are running late, have not started, are in progress, or are completed in the Status chart view.
If you want to see only the specific status, you can easily filter them depending on what you want to appear on the dashboard. There are buckets where you will see the number of color-coded tasks and check their progress. Here you will see which tasks are behind schedule, which will allow your team to act depending on their relevance.
The Priority view will help you see which task is urgent, meaningful, and with medium or low priority.
Charts will also give you an idea of who among the team has more tasks than everyone else. This will help you decide whom to reassign duties to avoid work overload for your team members. Work overload affects productivity and will impact the overall performance of a project.
It is hard to keep up with all the possibilities of Microsoft 365 to manage your tasks and projects.
Luckily, we have a solution! We built the Vineforce app specifically for teams using M365 to have instant workflow by taking advantage of all the values that M365 offers.
Vineforce connects the dots within M365 and makes managing your tasks and projects seamless and cohesive.
It pulls together all the functionalities mentioned above into your daily routine, so you get more done without the complexity of understanding how to use all these apps.