Options can vary depending on the list you're viewing. You can also choose More options and then select Delete, Move task., or more. Press and hold the SHIFT key to select multiple consecutive tasks, or press and hold the CTRL key to select multiple nonconsecutive tasks.Ībove the tasks list, on the left, choose Progress, Priority, or Due date and choose an option. Select a task by clicking or tapping somewhere on the task that is not the Complete circle or the name of the task. To change several tasks at the same time, or do a "bulk edit", follow these steps. It also allows you to filter your tasks, which wasn't available to To Do previously. This is called List view, and allows you to change many tasks at once, which wasn't as possible in either To Do or Planner before. Rename the Teams tab for a plan (Tasks app will use this name)Ī unique feature of the Tasks app how it displays tasks and information associated with them in rows and columns. When there is a new comment added to a task, a little chat bubble will appear on the task card and you can click into the task to see the comment.Note: To find out how to perform specific actions in Planner, see the Planner help and learning center. Comments: You can add comments to a task while you create it or to provide information about the progress of a task.This may be helpful if you are assigning tasks to others and want to include documents for them to reference. Attachments: You can add attachments to your tasks.If your task is made up of smaller to-do items, use the checklist option to help show how the completion of your task is progressing. Checklist: The checklist option allows you to add additional steps to your task.You have the option to display these notes on the task card in the Planner app, making them visible to anyone without having to click on the task, or to hide them so users would have to click into the task to see the notes. This can include any helpful links, team members to connect with, links to shared OneDrive or SharePoint documents, or ideas that might help someone complete the task. Notes: This section allows you to include notes that might be relevant to the task.Start Date/ Due Date: Options for setting start and due dates allows you keep track of when certain tasks are due and helps create a plan for when to work on specific projects.Using priority labels for your tasks can help you and your team determine what work needs their attention first, while still keeping lower priority tasks on their radar. Priority: You have four different priority options: low, medium, important, and urgent.When working collaboratively, these progress options can easily be used to communicate the status of tasks. Progress: You have three different progress options: not started, in progress, and completed.Bucket: If you’ve organized your tasks into buckets, like demonstrated above, you can select what bucket to put your new task in.You can label them by color, which is the default setting however, you can provide these colors with specific names (e.g., “pink” can be changed to “training”) Add label: The ability to add a label can help you organize your tasks.When you “assign” a task to someone, they receive an email letting them a new task has been assigned to them, along with any due dates, notes, or attachments that may be included. Assign: With the “assign” button, you can designate tasks to others on your team.
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