Organize your team's tasks

Office Training Center > Office 365 scenario-based training > Unite your team with Groups in Outlook

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Learn how add, organize, and assign tasks to your team using Microsoft Planner.

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The following procedure describes how to perform these tasks using Outlook on the web.

To create a bucket and add tasks
  1. From the Planner Hub, select your plan.

  2. Select Add new bucket, and enter a name for the bucket, and press Enter.

    Note: Don't see Add new bucket? You might have the Board grouped by something else. Select Group by near the top right, and choose Buckets.

  3. Select the plus sign (+) under the bucket name, enter a name for the task, select a due date, and select Assign to assign the task to a team member. Press Enter.

  4. Select the task again to change or add any of its attributes.

  5. Drag a task into a bucket to move it to that bucket.

  6. Drag a team member's portrait from the Member's list onto a task to reassign that task to them.

To view status of all tasks
  1. Select Group by in the Board view to view tasks grouped by Bucket, who they're Assigned to, or by Status (Not started, In progress, Late, or Completed).

  2. Select Charts to view all tasks charted by status and who they're assigned to.

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