This article is for faculty, students and staff who wish to create or edit tasks in Planner. Planner is a task management feature compatible with Teams that allows a team site to create Plans containing the team's tasks.
Any member of a team can create task for their team or edit an existing task.
To create a new task,
- Click the Teams icon in the left panel.
- Open the team you want the new task to be created in.
- Find and open the tab to the Plan in which you intend to create the task.
- Under the bucket for which you intend to create the task, click Add task.
- Enter a name for the task.
- Set a due date for the task. If you do not want a due date, skip this step.
- Assign this task to a person or group of people. If you do not want to assign this task to anyone, skip this step.
- Click Add task to save the task.
- After creating a task, you can customize more options, like priority level, start date, and notes. A task can also be moved to a different bucket. Click on a task to open its settings. An example of what the task settings screen would look like is shown in the image below.
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