Planner vs Tasks vs Loop for client task tracking
Overview
Microsoft offers overlapping task tools. Pick per workflow to reduce shadow Asana/Trello.
Planner
Team buckets, visual boards; good for project work tied to Office groups.
To Do / Tasks
Individual and flagged emails; integrates with My Day; lighter weight.
Loop
Real-time collaborative components inside Teams/chats—great for dynamic specs, immature governance risk.
Guidance
Document “which tool when” in client Playbook; tie external guest access to least-sensitive option.
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