If you’re a small business owner using Microsoft 365 and paying for a separate task management tool like Trello, Asana, or Todoist, you might be spending more than necessary.
Microsoft 365 already includes powerful task management tools like To Do and Planner, and they’re built to work seamlessly with Outlook, Teams, and the rest of your Microsoft ecosystem.
Why This Matters
Many small businesses don’t realize what’s included in their Microsoft 365 subscription. That means they end up paying for tools they already have and missing out on the benefits of integration.
What You Already Have Access To:
- Microsoft To Do: Great for personal task lists, daily planning, and staying organized.
- Microsoft Planner: Ideal for team-based task tracking, project boards, and visual workflows.
- Loop Tasks & Copilot: Newer tools that bring AI and real-time collaboration into the mix.
What You Could Be Doing Instead:
-
Replace third-party tools with Planner boards inside Teams.
-
Use To Do to manage your day and sync it with Outlook.
-
Use one system instead of multiple systems.
-
Save money and reduce confusion.
Need Help Making the Switch?
We help small businesses like yours get more from Microsoft 365, including training, setup, and strategy for tools like To Do, Planner, Loop, and Copilot.
Let’s make your tech stack simpler, smarter, and more cost-effective. Contact us today!