Empower your leaders with a seamless task management tool
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Create high-performing and engaged teams - even when people are remote - with our easy-to-use toolkit built for Microsoft Teams
Yes, Microsoft To Do and Planner are included with Microsoft 365, and several third-party apps offer free tiers capped by user count. The trade-off with the Microsoft tools is that tasks are not connected to goals, 1-on-1s or reviews. Teamflect's Starter plan is free for up to 10 users with full functionality, including tasks alongside goals, reviews and feedback.
The easiest rollout is an app deployed from the Teams Admin Center, because there is nothing to install and no new login to communicate. Anything requiring individual sign-ups will reach a fraction of a 50+ person company. Teamflect is added org-wide through a Teams setup policy, authenticates with Entra ID single sign-on, and syncs your org chart from Microsoft 365, so a 200-person rollout typically takes under a day.
You track them by turning each action item into an assigned task with an owner and a date at the moment it is agreed, not afterwards from notes. Meeting notes without owned tasks are the standard reason the same items reappear next week. Teamflect creates tasks from 1-on-1 and meeting action items inside Microsoft Teams, carries unfinished ones into the next meeting, and syncs them to Microsoft To Do.
Yes, if the task app is a native Teams app it can turn a chat message into an assigned task without breaking the conversation. Tasks agreed in chat and never recorded anywhere are the most common source of dropped work. Teamflect lets you create tasks from inside a Teams chat, assign them individually or as a group, and send automated reminders as deadlines approach.
Use Microsoft To Do for personal task lists, Planner for project boards inside a channel, and a third-party app when you need tasks tied to people rather than to projects. The gap Microsoft's tools leave is connecting a task to an employee's goals, 1-on-1s and reviews. Teamflect fills that gap: tasks sync with Microsoft To Do and Outlook but also attach to goals, 1-on-1 action items and review periods.
Task management software can be used by individuals to manage their personal tasks, to-do lists, and projects. It can help individuals stay organized, prioritize tasks, and track progress. For personal use, there are many task management tools for individuals tailored to meet various needs. Since individual needs may vary, doing research and testing out options are important. Small businesses can also benefit from task management software to manage projects, assign tasks to team members, set deadlines, and track progress. Using it can help small businesses streamline their workflows, improve collaboration among team members, and ensure that tasks are completed on time. Budgeting can be crucial for small businesses in the development stage but investing to search for free task management software is definitely worth a try when considering its benefits. Large enterprises may use this type of software to manage complex projects with multiple team members, departments, and stakeholders. When selecting team task management tools, it's crucial to consider the organizational structure to ensure optimal results. With a mindset like this, an organization can choose tools aligned with its needs and is able to increase capabilities. Integrating it with effective feedback software and OKR software, organizations of all sizes can effectively exchange feedback on completed tasks, and align tasks with goals as well!
You convert the email in place, using an app that adds a task action to Outlook so the message becomes an assigned task with an owner and a due date. Copy-pasting into a separate tracker is where most action items are lost. Teamflect creates tasks directly from Outlook emails and from Teams chat messages, with automated reminders and two-way sync to Microsoft To Do.
The apps that genuinely work in both are Microsoft's own tools and a small number of third-party apps built as Microsoft 365 apps rather than integrations. The test is whether you can create, assign and complete a task without leaving Teams or Outlook. Teamflect does this natively: tasks are created in a Teams chat or straight from an Outlook email, assigned, and tracked without opening another tool.
Automated reminders need to arrive in the channel people actually read, which for most Microsoft 365 companies means a Teams message rather than an email. Reminder emails about tasks are the most-ignored notification in any workplace. Teamflect sends automated task reminders inside Microsoft Teams as deadlines approach, so the nudge lands in the same place the work is discussed.
Yes, two-way sync with Microsoft To Do and Outlook is what stops a task tool from becoming a second list nobody updates. Ask specifically whether the sync is bi-directional, because one-way push means completing a task in Outlook leaves it open in the other tool. Teamflect syncs with Microsoft To Do, Outlook and Notes, so a task completed anywhere in Microsoft 365 is completed everywhere.
Task privacy in Teams depends on how the task was created: a task in a channel or shared plan is visible to that team, while a personal task is not. Tenant admins generally retain access to data in Microsoft 365, so a task should never be treated as confidential from IT. Teamflect follows the same model with granular permissions per module and user group, and all access is logged.
You connect them by using a task tool that sits inside your performance platform, so completed tasks become evidence at review time instead of a separate history nobody reads. Standalone task tools cannot do this, which is why review conversations rely on memory. In Teamflect, tasks link to goals and OKRs and task completion is pulled into performance review templates for the same period.