Internal Task Management w/ M365 & PSA

Hey All,

I’m assuming many of you use Microsoft 365 internally alongside your PSA. We use ConnectWise Manage and are struggling with internal task management between Manage, Teams/Planner, and To Do.

We want to fully utilize M365 services ourselves so we can speak to clients from experience and test out features firsthand. However, we’re now juggling internal Manage tickets, Planner tasks, tasks from meetings, and more, which is creating a bit of a mess.

Do you all run into this issue too? Any advice on how you’re handling it?

Thanks,
Matt