How to use a Microsoft Tasks/ Planner Board
- Jeremy Yamaguchi |
- 43 steps |
- 3 minutes
Making a task from scratch
1
Navigate to [https://tasks.office.com/placentialibrary.org/en-US/Home/Planner/#/plantaskboard?groupId=9f6a3f2c-5066-435f-b6f4-29ed81d80a7c&planId=xIXVICMlOUuC5Rpl-mxrgIIAE91E](https://tasks.office.com/placentialibrary.org/en-US/Home/Planner/#/plantaskboard?groupId=9f6a3f2c-5066-435f-b6f4-29ed81d80a7c&planId=xIXVICMlOUuC5Rpl-mxrgIIAE91E)
2
Click "Add task"
3
Click the "Enter a task name * (required)" field.
4
Type title of task
5
Click "Set due date"
6
Click "Set due date" (Or ignore if no due date)
7
Click "Assign"
8
Choose a user to assign task to:
9
Click "Add task"
10
Click here to open task.
11
Click here to add notes
12
Set Priority i.e. "Medium or Low"
13
Click the "Add an item" field.
14
Add check list items as part of this task
15
Click x to close window.
Changing a task status
16
Click task you want to update
17
Click "Not started"
18
Change to "In progress"
