Wednesday, February 2, 2022

Set a preview picture for a task

In Planner, each task on the Board can have a preview, offering a quick way to identify the task and get to work. For example, you could use an Office file, PDF, photo, link, checklist, or even simple description text.

Document preview on card

Add a preview

To add a task preview, simply attach a file, photo, or link to the task, or add a checklist. The first time you attach a photo to a task, that photo becomes the preview. To add a file, link, checklist, or description as a preview, click Show on card next to the item.

ClickShow on card to display a preview

Change the preview

If you would rather use a different attachment or list as the preview, or if you'd like to use the description text as the preview, select the task to bring up its details.

To use a different attachment as the preview, highlight the attachment, and then choose Show on card.

Highlight an attachment and click Show on card

To use a checklist as the preview, select the Show on card check box under Checklist.

Click Show on card to display checklist

To use the task description text as the preview, select the Show on card check box next to the description.

Click Show on card to display description

Remove the preview

If you want the task to appear on the Board without a preview, select the task to bring up its details.

Clear the Show on card check box for the item.

Uncheck Show on card

Use the preview as a launcher

If you use an Office file as a preview, you can select the link on the card to open it in Office for the web.

Open an attachment from the task show in the Board

With real time co-authoring in Office for the web, you can make changes at the same time as your teammates without worrying about losing work! Learn more.

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