Learn how add, organize, and assign tasks to your team using Microsoft Planner.
The following procedure describes how to perform these tasks using Outlook on the web.
To create a bucket and add tasks
-
From the Planner Hub, select your plan.
-
Select Add new bucket, enter a name for the bucket, and press Enter.
Note: Don't see Add new bucket? You might have the Board grouped by something else. Select Group by near the top right, and choose Buckets.
-
Select the plus sign (+) under the bucket name, enter a name for the task, select a due date, and select Assign to assign the task to a team member. Press Enter.
-
Select the task again to change or add any of its attributes.
-
Drag a task into a bucket to move it to that bucket.
-
Drag a team member's portrait from the Member's list onto a task to reassign that task to them.
To view status of all tasks
-
Select Group by in the Board view to view tasks grouped by Bucket, who they're Assigned to, or by Status (Not started, In progress, Late, or Completed).
-
Select Charts to view all tasks charted by status and who they're assigned to.
Want more?
I can quickly organize and assign all the tasks my team needs to do, using our group's plan in Microsoft Planner.
I start Planner by selecting the App Launcher, and selecting Planner.
Planner works with Groups. When you create a Group, it creates a Plan in Planner. And when you use Planner to create a new Plan, it creates a Group.
On the Planner hub, I select the plan I want to review. It's here, in my Favorites list.
I can then see all my team's tasks on the plan Board.
I'm going to create a new bucket for some tasks my group needs to do. Buckets group related tasks.
I select Add new bucket, and enter its name.
To add a task to the bucket, I select the plus symbol below the bucket title, enter the name of the task in the Type a task name box, and select Set due date to say when the task needs to be completed by.
I can then select Assign to assign the task to a team member.
I then select Add task.
The new task now shows up under the bucket name.
If I want to add more details to the task, I just select it.
For instance, I want to add a document as a starting point for this task, so I select Attach.
The file is already on the OneDrive for the plan.
I can also drag the tasks from other buckets into the new bucket.
This task has already been done. So I'll select the Task complete checkbox.
I assign a task to a team member by dragging their portrait onto the task.
Team members I assign tasks to receive a group notification they've got a new project task.
I can see all the tasks ordered by bucket, who they're assigned to, or their progress.
And I can view my plan's progress in Charts view.
No comments:
Post a Comment