Planner - The task card in detail Tutorial

Unlock the full potential of Microsoft Planner with our video, 'the task card in detail.' Learn step-by-step how to create, manage, and optimize your tasks effortlessly. From assigning responsibilities to setting deadlines, discover practical tips to enhance your planning strategy. Join us and transform your project management today!

03:58
2 views

Available in Microsoft365

00:00:06

through creating a Microsoft Planner task

00:00:09

and then updating and refining it as it progresses over time.

00:00:14

Start by clicking on a task,

00:00:17

entering a clear title such as

00:00:19

prepare marketing launch kit

00:00:22

and confirming right away

00:00:24

without setting a due date or assignment yet.

00:00:27

The card will immediately appear in the bucket you had selected.

00:00:33

Then open the card to access his detail panel.

00:00:36

You can rename the task if necessary

00:00:39

and assign it to the relevant person.

00:00:42

As soon as you assign it to yourself,

00:00:44

it will automatically appear in the my task section of your workspace.

00:00:51

You can also apply one or more labels.

00:00:54

Each color can be renamed to match your team's terminology,

00:00:58

so a simple color code is enough to filter the board.

00:01:02

Multiple labels can be applied to the

00:01:04

same card to reflect different sorting criteria.

00:01:09

Now indicate the progress status

00:01:12

not started in progress or completed

00:01:15

in our example,

00:01:16

select in progress

00:01:18

also set the default priority level to medium

00:01:22

with the option to change to urgent,

00:01:24

important,

00:01:25

or low

00:01:26

according to your requirements.

00:01:29

Set a start date and a due date,

00:01:32

then open the repeat menu.

00:01:35

To create a recurrence,

00:01:37

choose the custom mode to schedule the task every Friday.

00:01:43

The summary occurs every week on Friday,

00:01:46

will confirm that the frequency has been saved correctly.

00:01:50

Click on save to validate.

00:01:55

In the note field,

00:01:56

write the essential instructions or the specifications.

00:02:00

If you activate the show on card option,

00:02:02

the first sentence will be visible at a glance on the board,

00:02:06

avoiding the need to open the card to reread the information.

00:02:11

Then add a checklist to break down the work.

00:02:14

In our example,

00:02:15

4 subtasks are enough.

00:02:18

As soon as an item is completed,

00:02:20

check it off.

00:02:22

Planner will instantly update the counter,

00:02:25

such as

00:02:25

3/4.

00:02:29

To centralize the documentation,

00:02:32

finally insert an attachment.

00:02:35

Planner does not upload local files but accepts a OneDrive or SharePoint link

00:02:40

accompanied by display text such as product description.

00:02:46

The options show on card displays the tile directly on the board.

00:02:51

Once all updates are made,

00:02:53

close the panel.

00:02:55

The card immediately reflects the entered information.

00:03:00

Be aware that the same operation can be performed in grid mode.

00:03:05

A simple click on at a task opens inline fields that allow you to set the assignment

00:03:11

dates,

00:03:12

progress,

00:03:13

or labels without going through the detailed panel.

00:03:17

If needed,

00:03:18

the quick preview option provides a floating window similar to the board mode.

00:03:24

You now know how to create a task,

00:03:27

configure it,

00:03:28

and update it comprehensively.

00:03:31

The next step will be to optimize the organization and visualization of your plans

00:03:37

for even more effective tracking.

Mandarine AI: WHAT YOU SHOULD KNOW

RELATED COURSES This tutorial is part of the following courses

1 Views

E-learning Débutant

Video Training Microsoft Planner - Discovery & project management

Transform project management with Microsoft Planner: plan, collaborate and visualize your tasks at a glance on any device.

ALL COURSES