How to Create and Manage Tasks in Microsoft Planner

Learn how to effectively organize your workflow by creating buckets, assigning tasks, and setting deadlines in Microsoft Planner. This guide also covers customizing task details like checklists, labels, and status tracking to help you stay productive.

Emily Sauvageau
36 steps
22 minutes

Plan Setup

Click "Plan name" to rename the plan

After you have named your plan, click "Create basic plan" to finalize plan creation.

Adding Buckets

To rename a bucket you can click the "To do" bucket title to rename it.

To add new buckets click "Add a new bucket"

Rename to the task

Task Creation

To add tasks under each bucket click "Add task".

You can set a due date by clicking "Set due date"

and select the date

You can assign individuals to the task by clicking "Assign"

and selecting the person you want to assign

Once you have set the due date and assigned the task you will click "Add task" to confirm and save the new task.

Task Details and Customization

Click "More options" (three dots) on the task card to add details and customize the task.

You can set the status of the task by clicking the drop down and selecting the correction option.

You can set the priority of the task by clicking the priority drop down

You can select a start date by clicking on the calendar

You can select a due date by clicking on the calendar here as well

You can repeat the task by clicking "Repeat" drop down and selecting the option

If you need to change the bucket you can do that by clicking the "Bucket" drop down

You can add subtasks and then show it on the board view by checking the "Show on card" to display the checklist on the task card.

You can also add a note to your task and check "Show on card" to display notes on the task card.

You can add messages to others by typing in the message box and clicking send.

Click "Attachments"

Click "Add attachment"

Click "From your device"

Check "Show on card" to display the attachment on the task card.

Board Visualization

You can filter your board by clicking "Available filters"

Select the assigned person

You can also filter by status. Click "Available filters"

Click "Status"

Click "Not started"

You can group your tasks by who they are assigned to. Click the "Group by" drop down and select the corresponding option.

Click "Assigned to"

You will now see the persons name at the top and not the bucket names.

You can also group your tasks by the status. Click the "Group by" drop down and select the corresponding option. Click "Status"

You will now see they are grouped by the progress

You can change the progress by clicking a dragging the task.