To Do is another Microsoft task management app that helps you stay organized.Despite rolling out some recent upgrades (and yes, guest access is finally rolling out), the Planner team have left one of the biggest complaints about their product unanswered No option exists to print off a plan, lists of tasks for a plan or a bucket within a plan, or details of the tasks assigned to an individual. To remove a plan from your Outlook calendar, follow the steps above, but select the radio button next to Don't publish, keep private. View Screenshot Choose Publish, then select Add to Outlook about the link field.

Select the radio button next to Publish, then select Add to Outlook.

View Screenshot Select 3 dots on top menu, select Add plan to Outlook calendar.

Select the More options in the top menu to the right of Schedule.

Open the your plan from the Planner app on the office365 landing page at office365.ku.edu.

You can add a plan to your Outlook your calendar, which will show under Other Calendar in the left pane:

Charts: View the progress of tasks at a glance.

Schedules: At the top-left of your screen, you have tools that will give you a view of the progress of the tasks you manage as well as see a calendar view of due dates for all of the tasks you assigned.

Filter: You can manage your tasks through the Filter and Group by Bucket filters at the top-right of your screen.Remove a Plan from SharePointĬurrently, the only way to delete a plan created from SharePoint is through the Planner app. View Screenshot To permanently delete a Plan, select the checkbox, then the Remove button. To permanently delete the plan with all associated tasks, select the box, then select Remove. Select Remove, then select Remove from the next window.Select the down arrow to reveal the menu.Select the box to show you understand you will lose all content associated with this Plan.Select Delete this plan in small print at bottom of Settings panel.

View Screenshot Select 3 dots on top menu, select Plan settings.

From the top menu to the right of Schedule, select ellipses to reveal a dropdown menu.

Note: Deleting a plan will delete all tasks and contents associated with the Plan and cannot be restored. View Screenshot Select label and enter new name in field.

To give your label a name, select the color you want to rename.

Once the color appears on card, double click the card to expand.

View Screenshot Select 3 dots on top corner of card, select label, then choose color.

Hover over card and select the More options in the top right corner.

You cannot get to the labels from the expanded card, so start from the condensed card.

Add checklist items: In expanded card under Checklist, select Add an item to rename > press the return key. If you want to view and manage the checklist on the outside of the card, select Show on card.Ĭolored labels can be assigned an show on the outside of the card for easy designation.

Options include change bucket lists, progress, priority, notes, attachments, comments.

If the Plan is integrated with Teams or SharePoint, only those in the Office 365 group will be added to the Plan.įor additional options, select on the task card to expand. From here, you can create task name, set due date, assign a person/people to the task. Once you have created a plan, select Add task.

View Screenshot Select New in the menu, then Plan from the panel. This will bring up all of your tasks and to dos you created in Outlook, Teams, Planner, etc. View Screenshot Select 3 dots in left app bar to bring up Tasks by Planner and To Dos.

If Tasks for Planner is not showing, you can begin typing in the search field to find.

Select the More options in the left apps bar.

You can view all of your Tasks for Planner and To Dos in Teams. View Screenshot Tasks by Planner icon in Teams. The icon looks different than the icon in the apps landing page.

Choose Tasks by Planner from the list of apps.

Select the add sign + in the tabs area.

View Screenshot Select Planner icon from left edge or choose All apps icon at the bottom to open an alternate view. If you don't see Planner listed, select the App Launcher (waffle icon) in the top-left. You can access Tasks by Planner from the Office 365 landing page, Microsoft Teams, and SharePoint. Tasks by Planner can be used on its own or it can be integrated with other Microsoft products, so owners in Microsoft Teams and SharePoint can create plans within those applications. Tasks by Planner is a web-based tool designed to create, assign, and oversee delegated tasks. KU Technology YouTube Instructional Videos >

Task planner to do