business Management

Cohesive Management Experience with Tasks App in MS Teams

Erica Hakonson July 26, 2021


Task Management is integral to enable a collaborative space where employees track their deliverables and manage responsibilities efficiently. Microsoft Teams being the hub of enterprise collaboration also requires task management integrations to provide a unified experience to its users. Let us explore how organizations can achieve this experience by integrating the Tasks App with their MS Teams platform.

Managing Microsoft 365 Tasks in Microsoft Teams with MS Tasks App
Image: MS Tasks App in Microsoft Teams

Which Task Management Tool is Best for You?

There are several task management tools in Microsoft 365; each with its own way to accomplish efficient task management for your organization. Depending upon how your team chooses to manage tasks, projects, and collaboration you may choose one or more to be a part of your digital workplace.

Take a look at what’s available:

  • Microsoft Planner: for managing task delegation and collaboration with a team, MS Planner provides swift and poignant team tasks management while also integrating with To-Do and Tasks in Microsoft Teams. MS Planner is great for both agile and waterfall project management, especially for smaller teams.
  • Microsoft Lists: for a customized experience where you can control the task fields, options, layout, views, and so much more MS Lists is your go-to tool. MS Lists is great at managing things that aren’t really tasks, like inventory tracking, asset management, event itineraries, etc.
  • Microsoft To Do: for those who desire a centralized spot for listing your tasks, especially with easy-to-set push notifications, due dates, and reminders, MS To Do is great for managing your tasks on a day-to-day basis. It helps you build your schedule and is most suitable for personal tasks.
  • MS Tasks App in MS Teams: for an overview of all your tasks, perhaps in a list with columns, you’ll love utilizing the MS Tasks App in Microsoft Teams. It allows you to zero in on tasks by project and deliverables, integrating all your tasks from MS Planner, MS Lists, and MS To Do. Bonus, you never have to leave Microsoft Teams to see all this in one view.

Manage Tasks within Microsoft Teams

The Tasks experience brings together Microsoft Planner, Microsoft Lists (Outlook), and Microsoft To Do into Microsoft Teams, giving you one place to manage your collaborative plans and individual tasks. From being able to track tasks, manage documents, host meetings, white-boarding sessions, and keep all the project files in one place, MS Teams offers great value for your task management needs.

Integrating the MS Tasks App in MS Teams

The MS Tasks app is available both in the form of an app or as a tab in any channel of a team. What you need to make note of is that the app version provides tasks from Microsoft To Do and Microsoft Lists, as well as team tasks from Microsoft Planner, however the tab only includes the team tasks.

You can turn it on or off from the Manage Apps page in Microsoft Teams Admin Center. Follow these simple steps and get started:

  1. Go to the Microsoft Teams Admin Center.
  2. From the left navigation, choose MS Teams apps and click on Manage apps.
  3. From the list of apps, search for the Tasks app.
  4. Select the Tasks app and choose the ‘Block’ or ‘Allow’ option to turn off or turn on the Tasks app for your organization.
  5. You can also enable or disable specific users from using Tasks. To make use of the option, the Tasks app needs to be enabled, and then set up a custom app permission policy for specific users.
ms teams - adding microsoft tasks as an app
Image: How to Add MS Tasks as an App in MS Teams

Core Features of Microsoft Tasks

There are two core parts of the MS Tasks app in Microsoft Teams:

  • My Tasks: This section shows the tasks that you have created or the ones that have been assigned specifically to you. It includes all tasks from your Microsoft To Do app and anything that you may have added in MS To Do and Microsoft Outlook.
  • Shared Plans: This section shows all collaborative tasks. Basically, anything Microsoft Planner plans that have been added to teams in Microsoft Teams.
microsoft teams - organizing tasks in the microsoft tasks app
Image: Organizing tasks in Microsoft Teams in the Microsoft Tasks App

Viewing and Organizing Tasks

  • Task Publishing is a key capability of MS Tasks in Microsoft Teams. This allows you to create tasks at the corporate level and target them towards frontline workers or to particular teams in your organization. You can define the plan of action to be accomplished in those specific teams in each published task.

Setting up Task Publishing: To enable Task Publishing in your Microsoft Teams environment remember that you need to set up a .CSV file of schema that defines the hierarchy of teams and how they are all related to each other and their filter and selection attributes in Microsoft Teams. 

microsoft teams - task publishing
Image: Microsoft Task Publishing across teams in Microsoft Teams
  • List View is among the most unique and powerful features of the MS Tasks app, enabling you to edit multiple tasks at once from both Microsoft To Do and Microsoft Planner. This isn’t something that is possible within MS Planner or MS To Do. Given this, an extra layer of flexibility is brought to task management with MS Tasks in Microsoft Teams.
  • Filtering Tasks has never been simpler. You have the option to filter tasks to get a quick overview of your pending responsibilities and priorities. ‘My Tasks’ lists can be filtered by due date and priority, and a ‘Shared Plan’ can be filtered by label, bucket, and assignment.

Once you start using the MS Tasks app in Microsoft Teams, there is no going back. Being able to coordinate, manage and track tasks, within MS Teams improves further user engagement and adoption of the tool. If you are not already reaping these benefits, the time to start is now!

Unified Collaboration Made Possible with Orchestry

Creating a standardized and steady experience in Microsoft Teams, Orchestry allows users to have a single touchpoint for all organizational collaboration needs. With Transparent Governance, Controlled Self-Service Provisioning, Informative Workspace Directory, and Pre-Configured Workspace Templating, Orchestry is the unified tool that makes work simple in Microsoft Teams for both admins and end users.

Not only task management but also effective communication, project coordination, and document management are all taken care of within Microsoft Teams with Orchestry. By making Orchestry a part of your digital workplace you are unlocking unparalleled productivity!

Take Orchestry for a spin and experience an all-new simplified Microsoft Teams experience with FREE access!

About the Author

Erica Hakonson Image

Erica Hakonson

Orchestry CMO, B2B Marketing Maven

The award-winning entrepreneur and B2B digital marketing maven brings a customer-first, maniacally results-driven focus, and digital expertise to Orchestry. Hakonson knows the struggles technology changes can bring to organizations and works to simplify the landscape through strengthening communication and education to enable better user adoption.

Outside of the office, a mother of two awesome tiny humans, a wife of a daily hero and an amateur banjo player, Hakonson’s passion for life extends far beyond the office and into the woods as an ultra-marathoner, backpacker and outdoor adventurist.


This Privacy Policy explains what information Orchestry Software Inc. and its associated entities (collectively “Orchestry”) collect about you, why, what we do with that information, how we share it and how we handle the content you place in our products and services. It also explains the choices available to you regarding our use of your personal information and how you can access and update this information.

Privacy Policy Scope

Our Privacy Policy applies to the information we collect when you use one of our services, or when you otherwise engage with Orchestry Software, including, but not limited to:
when you visit our websites (“Websites“);
when you contact us for assistance;
when we connect with you as a prospective customer or as a customer;
when you attend customer or prospective customer events;
when you meet us at third party events, gatherings or meetups.
Orchestry is committed to protecting your privacy. This Privacy Policy applies to our websites (Websites), including, and, owned and controlled by Orchestry.

This Privacy Policy governs our data collection, processing and usage practices. It also describes your choices regarding use, access and correction of your personal information. By using the Websites, you consent to the data practices described in this Privacy Policy. If you do not agree with the data practices described in this Privacy Policy, you should not use the Websites.

Information We Collect

We collect personal data that you submit to us via our website or third-party tools including, for example, when applying for a job via our website or requesting support in relation to one of our services.
You are free to explore the Websites without providing any Personal Information about yourself. When you visit the Websites, we request that you provide Personal Information about yourself, and we collect Navigational Information.

Information Collection & Access

Orchestry acknowledges that you have the right to access your Personal Information. If requested to remove data we will respond within a reasonable timeframe.

We may transfer Personal Information to companies that help us provide our service, such as those organizations as part of our Global Partner Alliance. Transfers to subsequent third parties for the sole purpose of responding to requests from Websites in the appropriate geography service territory.

“Personal Information”
This refers to any information that you voluntarily submit to us and that identifies you personally, including contact information, such as your name, e-mail address, company name, address, phone number, and other information about yourself or your business. Personal Information can also include information that you enter into on the Websites, and information about you that is available on the internet, such as from Facebook, LinkedIn, Twitter and Google, or publicly available information that we acquire from service providers.

“Navigational Information”
This refers to information about your computer and your visits to this website such as your IP address, geographical location, browser type, referral source, length of visit and pages viewed.

We use Navigational Information to operate and improve the Websites. We may also use Navigational Information alone or in combination with Personal Information to provide you with personalized information about Orchestry.

Information About Children

The Websites are not intended for or targeted at children under 13, and we do not knowingly or intentionally collect information about children under 13. If you believe that we have collected information about a child under 13, please contact us at, so that we may delete the information.

Information Usage

We use the information we collect only in compliance with this Privacy Policy.

In addition to the uses identified elsewhere in this Privacy Policy, we may use your Personal Information to: (a) improve your browsing experience by personalizing the Websites; (b) send information to you which we think may be of interest to you by post, email, or other means; (c) send you marketing communications relating to our business.

We will never sell your Personal Information to any third party. However, we may share or disclose your Personal Information as follows:
we may provide your information to our business partners, vendors or service providers who perform functions on our behalf;
in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business to another company;
as required by law, government officials, or other third parties pursuant to a subpoena, court order, or other legal process or requirement applicable to our Company;
when we believe, in our sole discretion, that the disclosure of personal information is necessary to prevent physical harm or financial loss;
to report suspected illegal activity or to investigate violations of our agreements.

Reviewing, Correcting and Removing Your Personal Information
Upon request, Orchestry will provide you with information about whether we hold any of your Personal Information. If you provide us with your Personal Information, you have the following rights with respect to that information:
To review the user information that you have supplied to us.
To request that we correct any errors, outdated information, or omissions in user information that you have supplied to us.
To request that your user information not be used to contact you.
To request that your user information be removed from any solicitation list that we use.
To request that your user information be deleted from our records.
To opt out of being solicited by Orchestry or third parties.

To exercise any of these rights, please contact us at or by mail to Orchestry Software Inc., 422 Richards St, Suite 170, Vancouver, BC V6Z 2Z4, Attn: Privacy. We will respond to your request to change, correct, or delete your information within a reasonable timeframe and notify you of the action we have taken.

Retention of Personal Information

We retain Personal Information that you provide us as long as we consider it potentially useful in contacting you our services, or as needed to comply with our legal obligations, resolve disputes and enforce our agreements, and then we securely delete the information. We will delete this information from the servers at an earlier date if you so request, as described in “Unsubscribe from Communication” below.

Customer Testimonials and Comments

We post customer testimonials and comments on our Websites, which may contain Personal Information. We obtain each customer’s consent via email prior to posting the customer’s name and testimonial.

Security of your Personal Information

We use a variety of security technologies and procedures to help protect your Personal Information from unauthorized access, use or disclosure. We secure the Personal Information you provide on computer servers in a controlled, secure environment, protected from unauthorized access, use or disclosure.

Social Media Features

Our Websites include Social Media Features, such as the Facebook Like button and Widgets, such as the Share This button or interactive mini-programs that run on our sites. These features may collect your IP address, which page you are visiting on our sites, and may set a cookie to enable the feature to function properly. Social Media Features and Widgets are either hosted by a third party or hosted directly on our Websites. This Privacy Policy does not apply to these features.  Your interactions with these features are governed by the privacy policy and other policies of the companies providing them.

External Websites

Our Websites provide links to other websites. We do not control, and are not responsible for, the content or practices of these other websites. Our provision of such links does not constitute our endorsement of these other websites, their content, their owners, or their practices. This Privacy Policy does not apply to these other websites, which are subject to any privacy and other policies they may have.

Public Forums

We offer publicly accessible blogs, message boards and community forums. Please keep in mind that if you directly disclose any information through our public message boards, blogs, or forums, this information may be collected and used by others. We will correct or delete any information you have posted on the Websites if you so request, as described in “Opting Out and Unsubscribing” below.

International Transfer of Information

To facilitate our global operations, we may transfer and access Personal Information from around the world, including the United States. This Privacy Policy shall apply even if we transfer Personal Information to other countries.

Corporate Events

If we (or our assets) are acquired by another company, whether by merger, acquisition, bankruptcy or otherwise, that company would receive all information gathered by Orchestry on the Websites. In this event, you will be notified via email and/or a prominent notice on our website, of any change in ownership, uses of your Personal Information, and choices you may have regarding your Personal Information.

Cookies & Similar Technologies

Orchestry uses cookies or similar technologies to analyze trends, administer the website, track users’ movements around the website, and to gather demographic information about our user base as a whole.

The cookies we use on this website are broadly grouped into the following categories:

Essential: Some of the cookies on our website are essential for us to be able to provide you with a service you have requested. You may not be able to use our website effectively without these cookies.
Analytics: We use analytics cookies to help us understand how users engage with our website. An example of this is for counting the number of different people coming to our website, visiting a particular page or using a particular feature. Without this cookie, if you visited the website once each week for three weeks, we would count you as three separate users and this wouldn’t be a true representation. These cookies do not let us identify specific users as the information is aggregated.
Social sharing: We use cookies to allow you to share content directly to your social networking sites for example Facebook, Twitter and Google+ i.e. clicking Like on Facebook and Share on Twitter.
Interest-based advertising: You may have noticed that when you visit websites, you will be shown advertisements for products and services you may be interested in. Cookie information about certain pages you have visited on our website helps us be more relevant in our advertising. Having these cookies does not increase the number of adverts you will be shown on these specific sites. These ‘persistent’ cookies last no longer than 90 days, or until you clear them. These and the other cookies we use do NOT allow us to see what other sites you have been visiting, they simply act as a record of our web pages and advertisements that you may see.
Opt Out of Cookies
When you first visited the websites you will have been shown a status bar notifying you that this website uses cookies and inviting you to review this cookie policy. Once you have clicked to go further into our website, the cookie prompt will disappear, this confirms that you consent to us using the cookies detailed in this policy.
Please note that we can’t always control third party cookies (such as from social networks) stored on your machine from our website and where this is the case you will need to visit the relevant third party’s website directly to understand their cookies stored on your machine by them. Please see our ‘third party cookies’ section below.
If you want to reject cookies we use from this website you will need to:
Delete the cookies from your browser. Most browsers also allow you to prevent all or some cookies being stored on your machine in the future. For more information on how to delete or disable cookies from your browser please use the ‘help’ function within your browser, or alternatively visit By deleting our cookie preference cookie, the next time you visit our website the cookie status bar will appear again inviting you to again reconsider your preferences.
AND/OR: If you only want to reject the Internet Based Advertising cookies we store on your machine, you can opt-out of receiving these cookies at any time by going to the Internet Advertising Bureau website at and following the opt-out instructions.
Please do be aware that disabling cookies may impact the functionality of this website.
Third Party Cookies
Some of the cookies described above are stored on your machine by third parties when you use our website. We have no control over these cookies of how the third party uses them. They are used to allow that third party to provide a service to us, for example website analytics. For more information on these cookies and how to disable them, please see:
Internet Advertising Bureau website at where you will be able to opt-out of receiving Internet Based Advertising cookies from some of the third parties, such as Google, LinkedIn, Facebook and Twitter.
The use of cookies and web beacons by any tracking utility company is not covered by our Privacy Policy.

Log Files

We may collect demographic information, such as your region, preferences, interests and favorites using log files that are not associated with your name or other personal information. There is also information about your computer hardware and software that is automatically collected by us. This information can include: your IP address, browser type, domain names, internet service provider (ISP), the files viewed on our site (e.g., HTML pages, graphics, etc.), operating system, clickstream data, access times and referring website addresses. This information is used by Orchestry to provide general statistics regarding use of the Websites. For these purposes, we do link this automatically-collected data to Personal Information such as name, email address, address, and phone number.

Clear Gifs (Web Beacons/Web Bugs)

We employ a software technology called clear gifs (a.k.a. Web Beacons/Web Bugs), that help us better manage the Website by informing us what content is effective. Clear gifs are tiny graphics with a unique identifier, similar in function to cookies, and are used to track the online movements of Web users.  In contrast to cookies, which are stored on a user’s computer hard drive, clear gifs are embedded invisibly on Web pages or in emails and are about the size of the period at the end of this sentence. We use clear gifs in our HTML-based emails to let us know which emails have been opened by recipients.  This allows us to gauge the effectiveness of certain communications and the effectiveness of our marketing campaigns. We tie the information gathered by clear gifs in emails to our customers’ Personal Information. If you would like to opt-out of these emails, please see “Opting Out and Unsubscribing”.


We partner with a third-party ad network to either display advertising on our Web site or to manage our advertising on other sites. Our ad network partner uses cookies and Web beacons to collect non-personal information about your activities on this and other Web sites to provide you targeted advertising based upon your interests.  If you wish to not have this information used for the purpose of serving you targeted ads, you may opt-out by clicking here: (or if located in the European Union, by clicking here: Please note this does not opt you out of being served advertising.  You will continue to receive generic ads.

Unsubscribe from Communications

You may unsubscribe from our marketing communications by clicking on the “unsubscribe” link located on the bottom of our e-mails, or by sending us email us at or by mail to Orchestry Software Inc., 422 Richards St, Suite 170, Vancouver, BC V6Z 2Z4, Attn: Privacy.

Contact Us

If you have any questions about this Privacy Policy or our treatment of the information you provide us, please write to us by email at or by mail to Orchestry Software Inc., 422 Richards St, Suite 170, Vancouver, BC V6Z 2Z4, Attn: Privacy.


We may amend this Privacy Policy from time to time. When there are changes to this Privacy Policy, we will update this page. The date on the bottom will always indicate when we last made changes.
Last Updated: July 28, 2020

Step 1 of 4

  • Congratulations...

    Congratulatons, you are taking the first step to making work simple in Microsoft 365, Microsoft Teams & SharePoint. Complete this form to see Orchestry in action with a FREE personalized tour of the platform.

In completing this form, you are providing your contact information to Orchestry Software Inc to contact you about our products and services. You may unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.

Step 1 of 4

  • Congratulations...

    Congratulations, you are taking the first step to making work simple in Microsoft 365, Microsoft Teams & SharePoint. Complete this form to get started with FREE access to Orchestry for 28-days

In completing this form, you are providing your contact information to Orchestry Software Inc to contact you about our products and services. You may unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.

Step 1 of 3

  • Congratulations...

    Congratulations, you are taking the first step to join the global Orchestry Partner community, making work simpler in Microsoft 365.

In completing this form, you are providing your contact information to Orchestry Software Inc to contact you about our products and services. You may unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.