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Microsoft 365

Improve workstreams with work management software

Learn how work management software streamlines project management, task management, and workflows.
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Definition

Work management is a systematic approach to planning, organizing, executing, and monitoring tasks, processes, and workflows. It includes all activities related to managing work, whether these activities involve individuals, teams, or entire departments, and aims to optimize efficiency, productivity, and deliverable quality.

Key components of work management include:
  • Task management: Breaking down work into individual tasks, assigning responsibilities, and making sure that tasks are completed on time.
  • Workflow automation: Automating repetitive and manual processes to improve efficiency and reduce the likelihood of errors.
  • Collaboration: Aligning and engaging team members and stakeholders through effective communication.
  • Resource allocation: Managing the distribution of resources—including time, tools, and personnel—to ensure that work is completed efficiently.
  • Prioritization: Determining the order in which tasks should be completed based on importance and alignment with business goals.
  • Time management: Optimizing the amount of time spent on tasks to avoid delays and ensure timely completion.
  • Performance tracking: Monitoring and evaluating work progress.
  • Flexibility and adaptation: Responding to changes in workloads, shifting priorities, or evolving business needs.

Work management vs. project management

Work management is broad, focused on managing all types of work and daily tasks, while project management is more specific, concentrating on the execution of projects with defined goals and timeframes. The differences between work management and project management are apparent in the following categories. 

Scope
Work management deals with the ongoing management of all types of work, including individual tasks, ongoing operational processes, or special projects. It includes managing day-to-day work and recurring activities. Project management, on the other hand, specifically focuses on managing discrete, temporary initiatives with defined objectives, timelines, and scope.

Timeframe 
Work management is continuous and doesn't necessarily have a start or end date, since it involves ongoing work. Conversely, project management involves clear start and end dates, as projects typically include a specific deliverable and due date.

Goals 
The goals of work management are to optimize everyday operations, ensure the smooth running of business functions, and maximize efficiency. On the other hand, the goal of project management is to complete specific objectives and deliverables within the constraints of time, cost, and scope.

Flexibility versus structure 
Work management is more flexible and adaptable to changing priorities, as it deals with dynamic work. Because project management is usually tied to a specific end date, it has more structure and adheres to established project plans, methodologies, and timelines.

Tools
Work management tools often focus on task assignments, workflow automation, and general productivity. Project management tools focus on project planning, tracking, reporting, and resource management.  

How does work management help business?

Work management is important because it serves as the underlying structure that effectively coordinates tasks, resources, and workflows. Work management helps with the following areas:
 

  • Supporting strategy and business objectives. Work management helps align daily tasks and workflows with broader business objectives so that resources, time, and effort are directed toward initiatives that deliver value. 
  • Enhancing efficiency. Automating repetitive tasks allows team members to focus on more complex, project-related activities. Automated workflows reduce manual intervention, eliminate bottlenecks, and accelerate task completion. 
  • Reducing errors and delays. Because work management involves assigning clear responsibilities for each task, it’s easier to track accountability. Implementing standardized processes and workflows means that tasks are completed according to best practices, reducing variation and errors.
  • Automation. Automation powered by AI is useful for repetitive, time-consuming tasks, such as data entry, reporting, and scheduling. Teams also use AI to automate complex workflows across departments, linking disparate systems to create seamless handoffs and improve information flow. 

Get comprehensive work management support

Work management software helps teams plan, manage, and track projects more efficiently. For example, Microsoft Planner is designed to facilitate these processes for organizing, overseeing, and monitoring tasks and workstreams. It works with other Microsoft 365 apps such as Microsoft Teams to enhance collaboration and efficiency. 

Some popular features in work management software include:
   
  • Project management: Support various project types, including small tasks or larger initiatives using integrated project tracking tools. Features like dynamic scheduling, Gantt charts, and integration with communication applications are helpful for collaboration.
  • Task assignment and ownership: Make it clear who is responsible for each task and promote accountability by assigning them to one or multiple people. Add priority levels so teams focus on what’s most urgent. 
  • Resource management: By assigning tasks and tracking the workload of each team member, managers confirm that work is distributed evenly. This helps in avoiding bottlenecks and managing resources efficiently.
  • Task organization: Manage tasks more effectively by organizing them and arranging them in buckets, which can represent different phases of a project, for example. 
  • Flexibility and adaptability: Create boards, buckets, and tasks in a way that suits different workflows, including Agile, Scrum, or waterfall.
  • Agentic AI. These AI systems carry out complex tasks, adapting to new information or changing conditions without needing continuous human guidance. These capabilities make AI more than a tool; it becomes a semi-independent agent within the organization. 

Manage tasks more effectively

Set priorities, use automatic notifications, and track task progress with work management software. 
 
  • Task prioritization: Set task priorities to make sure the most critical tasks are addressed first. 
  • Automatic notifications: Make sure users are notified about changes in task assignments, approaching due dates, and completed tasks. These notifications reduce the need for manual follow-ups and help keep the team focused on their tasks.
  • Progress charts: Visual charts show task progress, completion rates, and pending tasks. These visuals help managers and team members quickly assess project health and identify bottlenecks.

Create workflows faster using templates

Premade templates in work management software significantly enhance workflows by offering structured, pre-built frameworks for managing recurring tasks, projects, and processes. They also help teams:

Save time: When setting up workflows for common projects, pre-made templates eliminate the need to start from scratch. Instead of manually creating tasks, assigning roles, and defining timelines, teams can simply use a pre-built template.

Promote consistency across projects:
Templates provide consistency across similar projects or tasks. This is particularly useful for maintaining quality and standardization in processes like product launches, marketing campaigns, or customer onboarding.

Integrate best practices:
Many templates are designed based on industry best practices or specific use cases. Using them ensures that the team follows established workflows, improving efficiency and reducing errors.


Planner provides a range of features that enhance efficiency and collaboration. It includes pre-made templates that are customizable for any industry. Planner also works with other tools in the Microsoft ecosystem—such as Teams and Power BI—so teams can collaborate more easily and work together in real-time, share updates, and access project data from various applications. This seamless integration helps streamline processes and improve overall project management efficiency.

Plan, track, and manage tasks

Work management features enhance productivity by providing structured tools for planning, tracking, and managing tasks.
 
  • Resource allocation features help teams optimize planning, so employees are neither overburdened nor underutilized, improving overall project efficiency.
  • Real-time visibility into task progress helps teams adapt quickly to changes, avoid delays, and stay on track.
  • Built-in analytics and reports provide actionable insights, so managers and staff can make informed decisions and adjust strategies for better outcomes.

Align team members

Work management software enhances collaboration by providing a centralized platform where teams plan, track, and manage tasks, projects, and workflows. A central platform also makes it easier to work on goal setting, resource allocation, and task management, so all team members are aligned and can track progress effectively.

Planner, for example, works with other Microsoft 365 apps such as Outlook and Teams, enhancing collaboration and efficiency. This integration supports goal setting, resource allocation, and task management, so all team members are aligned and can track progress effectively. Additionally, it helps people manage cross-project dependencies, making it easier to coordinate efforts across different teams and projects.
 
Additional collaboration features include:

Shared project views and dashboards 
Planner allows teams to share project views and dashboards with your team, which helps everyone stay on the same page. By sharing these views, team members can see the project's progress, upcoming tasks, and any potential issues in real time. This transparency ensures that everyone is aware of their responsibilities and deadlines, which improves accountability and coordination.
 
Real-time collaboration and editing 
Real-time collaboration and editing in Planner allow multiple team members to work on the same project plan simultaneously. This feature is useful for large projects where different team members are responsible for various tasks. Using real-time updates, team members can see changes as they happen, reducing the risk of miscommunication and ensuring that everyone is working with the most up-to-date information.
 
Communication integration 
Because Planner works seamlessly with Outlook and Teams, staff receive notifications, share updates, and discuss project details directly within these platforms. For example, by adding project tasks to Outlook calendars or Teams channels, everyone is notified of their tasks and deadlines. 
Effective work management is crucial for the success of any project, and Planner offers a comprehensive suite of tools to streamline this process. Using Planner, teams enhance their planning, management, and tracking capabilities, so projects are completed on time and within budget. The integration with other Microsoft 365 apps, such as Teams, further enhances collaboration and productivity, making it easier for teams to stay aligned and achieve their goals.

Whether you're managing a small project or a large-scale initiative, Planner provides the flexibility and functionality needed to drive better business outcomes and optimize workflows. Adopting these tools leads to improved efficiency, better resource allocation, and ultimately, a more successful project management experience.

Get started with Planner today. 

Additional resources

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Templates 

Project planning templates for project management

Start your project faster using project planning templates that support best practices. 
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Goal management

Achieve team goals 

Discover how setting and tracking project goals increases success rates and streamlines results.
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Microsoft 365 Copilot

See what your teams can do with Copilot

Save time, amplify productivity, and drive business forward faster with Microsoft 365 Copilot.

Frequently asked questions

  • Enterprise work management platforms enhance business processes by streamlining workflows, improving collaboration, and automating routine tasks, which increases efficiency and reduces errors. They also provide real-time data insights, enabling better decision-making and more effective resource allocation. 
  • Planner is an excellent choice for small businesses, especially for teams that have experience with project management methodologies like waterfall and Agile. There are also other solutions in the market that are appropriate for small businesses. 
  • Planner facilitates effective work management by offering robust tools for task assignments, timeline tracking, and resource allocation, ensuring everyone stays on the same page. Because it works with other Microsoft 365 tools, it enhances communication and document sharing, making collaboration seamless across teams.
  • Teams using Planner optimize workflows thanks to detailed insights into task dependencies and progress tracking, which aid in identifying and eliminating bottlenecks. Planner also provides scheduling tools and resource management features to ensure tasks are prioritized and completed efficiently.
  • Yes, there’s a Planner mobile work management app available for both Android and iPhone devices. This app allows users to track projects, manage tasks, and collaborate with teams on the go.