Planner Quick Start

Manage tasks

Manage tasks in Planner

Add tasks to a plan

  1. Select + below the heading of the bucket to which you want to add a task.

    A new plan starts with a To do heading, but established plans might have named buckets instead.

  2. Select Type a task name.

  3. Type the task name.

  4. Do either of the following:

    • Press Enter to create a task without a due date.

    • Select Set due date and select a date. Then select Add task to create a task with a due date.

Create multiple tasks quickly

  1. Select + below the heading of the bucket to which you want to add a task.

  2. Select Type a task name.

  3. Type each task name, pressing Enter after each to create the task.

After you add people and tasks to your plan, you can assign people to tasks.

Add a task

Add task start and due dates

  1. Select the task to open the task window.

  2. Select Start anytime below Start date, and then select the start date you want.

  3. Select Due anytime below Due date, and then select the due date you want.

  4. Select Dismiss Dismiss button in the upper-right corner of the task window to save and close the task.

Add a due date

Comment on a task

  1. Select the task to open the task window.

  2. Select Type your message here in the Comments area of the task window.

  3. Type the comment that you want to attach to the task.

  4. Select Post.

Comments on a task

Add an attachment to a task

  1. Select the task to open the task window.

  2. Select Add attachment.

  3. Select File to attach a locally stored file, select Link to include a link, or select SharePoint to attach a file from a SharePoint site.

  4. Navigate to and select the file you want to attach, or enter the link information.

When attaching a file, you can upload the file to OneDrive for the plan, or you can browse to find it if you've already uploaded it. If your file isn't located on OneDrive for the plan, you can add a link to it instead.

The first time you attach a file, photo, or link to a task, that attachment becomes the task's preview picture. It's shown on the Board, and offers a quick way to identify the task and get to work. Want to change the preview picture for a task?

Screenshot of the Attachments area of a task window with the Attach list open.
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