Once you have created a plan in Planner, you can create tasks and organize them into buckets. In this video, learn how to create new tasks in the default To Do bucket.
- [Instructor] Well, once you've created a plan,…it's time to start adding the tasks that need…to be completed in order to complete the plan itself.…The tasks can have due dates, people assigned to them.…We'll start with creating our tasks.…And as you can see here in our L&M,…or Leaf & Mortar User Conference 2018 plan,…which you can select if you've been following along,…automatically you can see there's a group…or category called, to do, also known as a bucket.…And we will be organizing our tasks into buckets…by adding new buckets a little bit later on.…
But by default, anything we create here…is in this original bucket called, to do.…So we can leave them here for now…and just start creating tasks by entering a task name.…If you don't see this,…maybe you clicked in the background, for example,…just click the plus sign to get it back.…Now we give our first task a name.…Well, let's say, for example, the Leaf & Mortar group…are going to need conference room B,…so we need to book conference room B.…That has to happen.…
Released
10/11/2017- Creating a plan
- Adding and assigning tasks
- Sorting tasks into buckets
- Attaching files to tasks
- Flagging tasks with labels
- Updating a task's status
- Viewing progress on a plan
- Using charts to view progress
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Video: Create new tasks for a plan