Task Management 365 Glossary
Your shortcut to understanding task management. We turn confusing project terms into simple, everyday language so you can learn fast, stay confident, and speak the same language as your team.
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Assignment – Assignments make sure everyone knows exactly what they are responsible for and when it is due.
Automation – Automation helps you save time and focus on important work instead of boring daily tasks.
Activity Log – Activity Log in Task Management 365 keeps everyone on the same page with full transparency.
Alerts – Task Management 365 alerts help you stay ahead, not stressed.
Access Control – It gives full control to managers to protect sensitive info and share only what is needed.
Agile – Task Management 365 supports Agile teams by making it easy to update tasks, track results, and adjust quickly.
Action Items – Action items are clear, visible, and connected to deadlines so nothing gets forgotten.
Approvals – It lets you request approvals with a click, no long email chains.
Analytics – Analytics in Task Management 365 turns numbers into insights so leaders can improve results.
Artificial Intelligence – Smart technology that helps automate tasks and make helpful suggestions.
Azure – It uses Azure to keep your information secure, reliable, and always accessible.
Backlog – The backlog helps teams stay organized and pick tasks in the right order.
Boards – Boards in Task Management 365 make work easy to see, easy to track, and easy to manage.
Bottlenecks – Task Management 365 helps spot bottlenecks early so work keeps moving smoothly.
Baseline – Baselines help teams see if they are ahead, on time, or falling behind.
Breakdowns – Task Management 365 supports task breakdowns to make large projects more manageable and achievable.
Budgeted Time – Task Management 365 allows teams to estimate time correctly so schedules stay realistic.
Bulk Actions – Bulk actions in Task Management 365 save time and reduce manual work.
Business Rules – Task Management 365 lets you build your own business rules so workflows run automatically and consistently.
Checklist – A list of small steps inside a task to make sure nothing gets forgotten.
Collaboration – People working together to get tasks done.
Calendar View – A layout that shows tasks and deadlines on a calendar.
Comments – Notes or messages added to a task to share updates or feedback.
Custom Fields – Extra fields you add to a task to match your business needs (like priority level, location, budget, etc.).
Capacity – How much work a person or a team can handle at a time.
Calendar Reminders – Automatic reminders tied to due dates and deadlines.
Cross Team Tasks – Tasks that require more than one department or team to complete.
Dashboard – A visual screen that shows key information like tasks, deadlines, and progress.
Deadline – The date and time when a task must be finished.
Dependency – When one task must be completed before another can start.
Due Date – The final day a task should be completed.
Data Security – Protecting important information from unauthorized access.
Data Sync – When information updates automatically across tools and platforms.
Daily Standup – A short team check-in to share progress and roadblocks.
Digital Workspace – A shared online space where teams manage tasks and collaborate.
Document Attachment – Adding files like Word, Excel, PDFs, or images to a task.
Efficiency – Getting work done with less time and effort.
Escalation – Moving a task or issue to a higher level when it needs urgent attention.
Estimated Time – The amount of time a task is expected to take.
Execution – The process of doing the work to complete a task or project.
Event Reminder – A notification that alerts you about an upcoming task, meeting, or milestone.
External Users – People outside your organization who can collaborate on tasks when needed.
Email Notification – An automated message sent to your inbox when a task is assigned or updated.
Export – Saving task or project data into files like Excel or PDF for reporting or sharing.
Engagement – How involved and motivated team members are in their work.
Forecasting – Predicting how long tasks or projects will take and what resources will be needed.
Flow – A smooth and steady movement of work from start to finish.
File Sharing – Sharing documents and files with your team inside a task.
Focus Mode – A view that hides distractions and shows only your tasks.
Follow-Up – A reminder to check if a task or request is completed.
Filters – Options that help you sort tasks by priority, due date, team, status, and more.
Feedback – Comments or suggestions shared to improve work or ideas.
Forms – Digital forms used to collect requests, ideas, or work submissions.
Full Visibility – A clear view of what everyone is working on and how projects are progressing.
Gantt Chart / Task Gantt View – Timeline visualization showing task duration, dependencies, and milestones.
Goal Alignment – Connecting daily tasks to broader organizational objectives.
High Priority – Tasks needing attention soon (below Critical).
HIPAA Compliance – Healthcare-grade security and privacy controls.
In-Task Support – Contextual help and guidance directly inside the task interface.
Instant Notifications / Push Notifications – Real-time alerts via email, Teams, mobile, or SMS.
Integration – Seamless connections with Microsoft Teams, Outlook, SharePoint, Power BI, Power Automate, Dynamics 365, Salesforce, and more.
IT Task Management – Specialized workflows for IT incidents, service requests, and projects.
Kanban / Kanban Board – Visual workflow management using columns and cards.
Key Performance Indicator (KPI) – Measurable values (e.g., on-time completion, throughput) tracked in dashboards.
Knowledge Base – Centralized repository linked to tasks for instant context.
Live Progress Tracking – Real-time status updates visible to the entire team.
Live Support – Immediate help via chat, phone, or ticket.
Microsoft 365 Integration – Native connectivity with Teams, Outlook, SharePoint, OneDrive, Power Platform, and more.
Milestone – Significant checkpoint or achievement in a project.
Normal Priority – Standard urgency for routine tasks.
Notifications / Task Notifications – Customizable alerts delivered through preferred channels.
Offline Task Security – Data remains encrypted and protected when working without internet.
One Place Management / Unified Workspace – Everything (tasks, files, chats, updates) in a single location.
Operations Management – treamlining daily operational workflows and maintenance schedules.
Owner / Task Owner – Person ultimately accountable for task success (may differ from assignee).
Permissions / Role-Based Access – Granular control over who can view, edit, assign, or delete tasks.
Power Automate Integration – Advanced workflow automation across hundreds of apps.
Power BI Integration – Advanced reporting and interactive dashboards.
Priority Levels – Clear categorization (Normal, High, Critical) to guide focus.
Productivity – Increased output through automation, visibility, and reduced administrative work.
Real-Time Updates – Instant synchronization so everyone always sees the latest information.
Recurring Tasks – Automatically regenerate daily, weekly, monthly, or custom schedules.
Reminders – Customizable notifications for upcoming deadlines or overdue items.
Reports and Insights – Built-in and custom analytics on performance, trends, and bottlenecks.
Resource Management / Workload Balancing – Visibility into who’s busy and who has capacity.
Secure Task Collaboration / Secure Workspace – Protected teamwork with encryption, audit trails, and access controls.
Security Model / Zero Trust Task Access – Continuous verification, least-privilege access, and full auditing.
SharePoint Integration – Deep connectivity for document-linked tasks and site-based management.
Smart Assignment / Smart Scheduling – AI-driven distribution based on skills, workload, and availability.
Snooze – Temporarily dismiss reminders and get them again later.
Sprint – Time-boxed work periods common in agile methodologies.
Subtask – Smaller components within a larger task.
Support Request / Task Ticketing – Formal help tickets with tracking and resolution history.
Task Management – The practice of creating, assigning, tracking, and completing work.
Task Management Software – Digital platform (Task Management 365) built for Microsoft 365 environments.
Task Tracker / Task Planner – Real-time monitoring and planning tools with multiple views (list, board, timeline, calendar).
Teams Integration – Full task management directly inside Microsoft Teams channels and chats.
Timeline View / Task Timeline View – Visual schedule showing tasks across days, weeks, or months.
To-Do Lists – Simple personal or shared lists for daily work.
Visibility – Complete transparency into task status, workload, and progress for all stakeholders.
Weekly / Monthly / Daily Reminders – Scheduled notifications on recurring cycles.
Workload Management – Monitoring and balancing assignments to prevent burnout.
Workflow Control – Customizable stages, approvals, escalations, and automated actions.
Zero Trust Task Access – Security model that verifies every request as if it originates from an untrusted network.
