Video manage your tasks in microsoft planner

Try it!

There are many ways to view and update your tasks in Microsoft Planner.

Filter your tasks

1. Select Filter.

2. Enter a key word or select a Due date, Label, Bucket, or Assignment.

   To clear a filter, select Clear.

Use Group by

1. Select Group by.

2. Select an option: Bucket, Assigned to, Progress, Due date, or Labels.

Change task details

• Drag a task from one column to another to change the label, for example from Technical to General.

• To complete a task, select the checkmark on the task card.

Select Charts to check status

Select Charts to see the:

• Status - status of tasks.

• Bucket - progress of tasks in each bucket.

• Members - availability of team members.

• Select Add Task.

Select Schedule to see where your tasks are on a calendar

• Select Schedule.

See all tasks assigned to you

• In Planner - select My tasks in the left pane.

• In Microsoft To-Do - turn on Assigned to me to see your Planner tasks.

Create another plan with the same buckets and tasks

• Select the three dots ...

• Select Copy plan.

Want more?

Set and update task progress

View plan and get updates in Planner

See Planner tasks in Microsoft To-Do