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You're reading from  Microsoft 365 Fundamentals Guide

Product typeBook
Published inMay 2022
PublisherPackt
ISBN-139781801070195
Edition1st Edition
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Authors (2):
Gustavo Moraes
Gustavo Moraes
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Gustavo Moraes

Gustavo Moraes is the CEO of Trentim, a company focused on providing management methodologies and tools mainly in the Microsoft ecosystem, with a large client base in Brazil and abroad. He is an MCT (Microsoft Certified Trainer). He has been working with Microsoft technologies for over 12 years with extensive expertise in process automation, and project and task management. He is one of the leading names in the field of automation on Microsoft and Low Code platforms in Brazil. He has led many events and communities in addition to being a prominent user in the Microsoft community. Christian, married to Aline for 8 years and father of Alexia and Natasha.
Read more about Gustavo Moraes

Douglas Romao
Douglas Romao
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Douglas Romao

Douglas Romão has been a Microsoft Most Valuable Professional in Office Apps & Services and Business Applications since 2017. He is a Microsoft Certified Trainer and has been working with Microsoft technologies for over 15 years, focusing mainly on developing productivity and collaborative solutions. Currently, work as a Senior Solution Architect & Business Consultant within the Power Platform and Project & Portfolio Management field, leading technical communities and sharing knowledge through conferences, his YouTube channel/blog, and a podcast. Christian, father of Vicente (a 7-month-old baby boy by the time this book has been released) and married to Mariana.
Read more about Douglas Romao

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Adding and editing tasks

Adding tasks is easy and flexible. You just need to click on Add task, as shown in Figure 10.10, and type the names of your tasks on each column or bucket. You can drag and drop tasks between buckets as needed:

Figure 10.10 – Adding tasks to Microsoft Planner

Once you have added a task, you can double-click on the task to edit it. You can assign one or more team members to a task, edit Bucket, and update the Progress and Priority fields. You can also add start and end dates; both are optional. You can include a description of the task under Notes, and you can create subtasks under Checklist, as shown in Figure 10.11:

Figure 10.11 – Editing tasks in Microsoft Planner

In Figure 10.11, as an example, I added more information to a specific task. It is also possible to add attachments, connecting files from the document library to the task, which is very useful in helping your team members to access...

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Microsoft 365 Fundamentals Guide
Published in: May 2022Publisher: PacktISBN-13: 9781801070195

Authors (2)

author image
Gustavo Moraes

Gustavo Moraes is the CEO of Trentim, a company focused on providing management methodologies and tools mainly in the Microsoft ecosystem, with a large client base in Brazil and abroad. He is an MCT (Microsoft Certified Trainer). He has been working with Microsoft technologies for over 12 years with extensive expertise in process automation, and project and task management. He is one of the leading names in the field of automation on Microsoft and Low Code platforms in Brazil. He has led many events and communities in addition to being a prominent user in the Microsoft community. Christian, married to Aline for 8 years and father of Alexia and Natasha.
Read more about Gustavo Moraes

author image
Douglas Romao

Douglas Romão has been a Microsoft Most Valuable Professional in Office Apps & Services and Business Applications since 2017. He is a Microsoft Certified Trainer and has been working with Microsoft technologies for over 15 years, focusing mainly on developing productivity and collaborative solutions. Currently, work as a Senior Solution Architect & Business Consultant within the Power Platform and Project & Portfolio Management field, leading technical communities and sharing knowledge through conferences, his YouTube channel/blog, and a podcast. Christian, father of Vicente (a 7-month-old baby boy by the time this book has been released) and married to Mariana.
Read more about Douglas Romao