Creating/Editing Tasks

Owned by Former user (Deleted)
Last updated: Mar 21, 2022 by Sarah Nguyen (Deactivated)
2 min read

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.

  1. Click the Teams icon in the left panel.

  2. Open the team you want the new task to be created in.

  3. Find and open the tab to the Plan in which you intend to create the task.

  4. Under the bucket for which you intend to create the task, click Add task.

  5. Enter a name for the task.   

    steps 1 through 5 of creating a planner

  6. Set a due date for the task. If you do not want a due date, skip this step.

    setting due date

  7. Assign this task to a person or group of people. If you do not want to assign this task to anyone, skip this step.

  8. Click Add task to save the task.

  9. 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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