Task Management in Microsoft Planner

Office 365 provides a slew of tools to help you stay productive. This week, we’re going to look at Microsoft Planner, which is an app that helps you create, schedule, and assign tasks for projects and events with your team members. This gives you a visual outline of your projects to help you stay organized and updated. Let’s take a look!

Creating A Plan

In Office 365, click the Planner icon to begin.

01 Planner Icon

Upon opening Planner, you’ll be taken to what’s called the Planner Hub. This is where all your Plans will be housed and where new ones are made. To make a new one, click “New Plan” in the left tab.

02 New Plan

A window will appear where you can (1) give the plan a title, (2) provide or restrict user access with privacy options, (3) and add an optional description. Finally, hit “Create Plan” to finalize it.

03 Crreating your New Plan

Now you’ll be taken to the “Board”; the area where all the tasks and details of your plan will exist. At the top, we have what are called “Buckets”, which are overarching categories for dividing the different elements of your plan.

04 The Board

Let’s click the “+ PLUS” icon under to make a task for this bucket category and enter a task name.

04 making a Task

Click the calendar to set a due date for the current task.

05 Set Due Date

You can assign a task to a team member by clicking “Assign” beneath the calendar.

06 Assign a Task

With everything set up, click “Add Task” to finish.

07 Add Task

Now we can go further by clicking the task we just created. This will give us more details to work with. The task window gives us a more in-depth picture of the task we’re creating. We can (1) check on the status of a plan’s completion, (2) when it was started, (3) when it’s due, (4) and add any attachments to the task.

08 Task Window

To the top-right, there are a list of multicolored tabs that we can use to further categorize or prioritize particular tasks.

09 Tabs

Once you’re finished building your task, Planner will automatically save your task and you’ll be done!

Share:

More Posts

Cup of IT: Share Files Securely with Microsoft 365

Microsoft 365 offers valuable features and capabilities to ensure your files are protected and are only accessed by the right people. On this episode of Cup of IT, we’ll be discussing how to safely, smartly and easily share and receive files in Microsoft 365.

Cup of IT: Sending Secure Emails with Microsoft 365

Microsoft 365 comes with several built-in security features that allow your organization to manage how sensitive information is handled via email. On this episode of Cup of IT, we’ll be discussing how to send secure emails using sensitivity labels, email encryption, and the do-not-forward options in Microsoft 365.

Clean Your Inbox with Outlook Folders

Using Outlook folders is a great way to begin relieving the stress of managing your inbox. On today’s One-Minute Wednesday, you’ll learn how to create customizable folders that can automatically categorize your email, giving you a better experience with your inbox.