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#Microsoft tasks by planner and to do full#

Due date: Beyond the obvious reason that most tasks have a deadline, the Due date field also informs filtering options, the Charts view, and notifications-all of which we’ll discuss shortly.

And if that’s all you need, great! But we’d recommend adding a few more details to really get the most out of Planner. The key word there is “optional”: the only task detail you must enter is a name, which, if you did that for all your tasks, would turn Planner into a very simple task list.

#Microsoft tasks by planner and to do full#

But our main focus is working within a plan like the one below.Įach task in Planner is full of optional details, as you can see above.

We’ll touch on other Planner views, like Charts, in this blog too. Depending on the task details you add, Planner does some really cool stuff-stuff that all Planner beginners should know about. Selecting a card brings up a more detailed view of that task, shown on the right. The one on the left shows a typical Planner plan in the Board view, where each task is represented as a card and organized into columns, or Buckets. If you’re new to Planner, study the screenshots below for a minute. To kick off 2022, we’ve pulled together some helpful Microsoft Planner tips for beginners. When there is a new comment added to a task, a little chat bubble will appear on the task card and you can click into the task to see the comment.A new year is the perfect time to try new things: new hobbies, new foods, and, if 2021 felt like a disorganized blur, a new way to manage your tasks.

Comments: You can add comments to a task while you create it or to provide information about the progress of a task.

This may be helpful if you are assigning tasks to others and want to include documents for them to reference.

Attachments: You can add attachments to your tasks.

If your task is made up of smaller to-do items, use the checklist option to help show how the completion of your task is progressing.

Checklist: The checklist option allows you to add additional steps to your task.

You have the option to display these notes on the task card in the Planner app, making them visible to anyone without having to click on the task, or to hide them so users would have to click into the task to see the notes. This can include any helpful links, team members to connect with, links to shared OneDrive or SharePoint documents, or ideas that might help someone complete the task.

Notes: This section allows you to include notes that might be relevant to the task.Start Date/ Due Date: Options for setting start and due dates allows you keep track of when certain tasks are due and helps create a plan for when to work on specific projects.Using priority labels for your tasks can help you and your team determine what work needs their attention first, while still keeping lower priority tasks on their radar. Priority: You have four different priority options: low, medium, important, and urgent.When working collaboratively, these progress options can easily be used to communicate the status of tasks. Progress: You have three different progress options: not started, in progress, and completed.Bucket: If you’ve organized your tasks into buckets, like demonstrated above, you can select what bucket to put your new task in.You can label them by color, which is the default setting however, you can provide these colors with specific names (e.g., “pink” can be changed to “training”) Add label: The ability to add a label can help you organize your tasks.When you “assign” a task to someone, they receive an email letting them a new task has been assigned to them, along with any due dates, notes, or attachments that may be included. Assign: With the “assign” button, you can designate tasks to others on your team.