In this video, learn how to add new tasks to a plan using the to-do bucket, create names for your tasks, and scroll through all your tasks once created in a bucket.
- [Instructor] The next step after creating a new plan is to add tasks that will help you get that plan completed by various team members and by certain due dates. As we're going to explore in this chapter beginning with adding new tasks and you may have noticed when we created our new plans here we arrived at the default view which is board. You can see it's underlined here. Think of it as a big bulletin board and we'll start pinning the various tasks that need to be completed in this plan to the board.
They appear in buckets and there's one default bucket created for you the to do bucket. You can see a link here to add new bucket something we'll explore a little later on in this chapter. For now under to do, you're probably seeing a blank task waiting for you to type in a name. If you're not seeing this, perhaps you clicked in the background and it disappeared. Just go back to the plus sign. Here's where we go to add a task. And there it is. Back, prompting us, or a task name. So let's add a number of tasks.
For example in our L&M user conference 2019 plan. Let's go to the planner hub and select it. You may see it on recent plans as well. It's the exact same view. There's the flashing cursor. Let's type in some tasks like booking a conference room. So, let's book conference room how about B and the dates. There we go. We'll save setting due dates in assigning this task to team members for a later movie.
Right now you can click add task down below or just press enter on your keyboard. It gets added down below there it is book conference room B and the dates. There's a check mark that we can click once we've completed the task and the ellipses down below gives us more options. For example if we go to label, we can color code this. We can assign from here as well. Copy it, copy a link, and here's where we go to delete tasks that we no longer need. But we're going to click in the background and go back to the plus sign to add a new task.
Let's add a few more so that we have more than will fit on this screen. How about arranging room seating and enter locks that in. You can see it gets added down below. It's at the top now. Let's book meals and press enter. You need to book A/V equipment as well. And press enter. Lastly we'll book the kitchen staff. And we'll need them for the duration so we'll add that too. We can add additional details and we will do that a little bit later.
Let's press enter to lock that in. Now as soon as there are too many to fit on the screen the scroll bar appears over here on the right hand side so we can scroll up and down our various tasks. Once we've added our task to the default bucket called to do, in this case you can see some of them should probably be grouped together. For example, kitchen staff and meals might belong together whereas room seating, the conference room, A/V equipment, they might belong together. We'll talk about sorting them a little bit later as well.
Right now though, we need to assign due dates to make sure that these tasks get completed on time and assign them to team members. That's coming up next.
- 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