How to use a Microsoft Tasks/ Planner Board
Jeremy Yamaguchi
43 steps
3 minutes
Microsoft Planner
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"
19
Change Bucket by clicking here.
20
Click "Research/Planning"
21
Click the "Type your message here" field and add comments for updates/ ideas etc.
22
Click "Send" to share will all on the task.
23
Click x to close pop up window.
When a task is approved for deployment
24
Click here to select task you want to update.
25
Click this icon to change bucket.
26
Click "Approved/Executing" when all approvals have been received to proceed.
27
Click the "Type your message here" field and provide updates/ comments as needed.
28
Click "Send" to share with team.
29
Click x to close pop up window.
When deployment has been completed
30
Click item box you wish to update.
31
Check off items on check list as they are completed.
32
Check off items on check list as they are completed.
33
Add comments/ updates as needed when checking off checklist items.
34
Change progress as needed.
35
Change bucket as needed.
36
Click on x to close pop-up window.
When an item is fully completed
37
Click Item you want to modify.
38
Click the "Type your message here" field to add comments.
39
Type "This item is now complete. We are closing the item and the website ticket #1314572"
40
Click "Send"
41
Click this icon.
42
Click "Completed"
43
Click this icon.
How to use a Microsoft Tasks/ Planner Board
Jeremy Yamaguchi
43 steps
3 minutes
Microsoft Planner
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"
19
Change Bucket by clicking here.
20
Click "Research/Planning"
21
Click the "Type your message here" field and add comments for updates/ ideas etc.
22
Click "Send" to share will all on the task.
23
Click x to close pop up window.
When a task is approved for deployment
24
Click here to select task you want to update.
25
Click this icon to change bucket.
26
Click "Approved/Executing" when all approvals have been received to proceed.
27
Click the "Type your message here" field and provide updates/ comments as needed.
28
Click "Send" to share with team.
29
Click x to close pop up window.
When deployment has been completed
30
Click item box you wish to update.
31
Check off items on check list as they are completed.
32
Check off items on check list as they are completed.
33
Add comments/ updates as needed when checking off checklist items.
34
Change progress as needed.
35
Change bucket as needed.
36
Click on x to close pop-up window.
When an item is fully completed
37
Click Item you want to modify.
38
Click the "Type your message here" field to add comments.
39
Type "This item is now complete. We are closing the item and the website ticket #1314572"
40
Click "Send"
41
Click this icon.
42
Click "Completed"
43
Click this icon.
