Creating tasks

A plan is no good if it doesn't have any actions. The individual action items in a plan are created as tasks. The tasks in a plan appear as cards. Every card represents a unique activity with an optional due date and an assignee. Tracking the individual cards on the board lets you track the progress of your plan holistically.

Getting ready

Individual tasks can be created by the members of the Microsoft 365 group associated with the plan.

How to do it...

The following are the steps to create a new task in Planner:

1. Log in to https://office.com using your Microsoft 365 account.
2. Click on Planner and choose the plan you are working on.

3. Click on the + symbol on the board below the bucket name:

   

   Figure 6.7: Add a task with the + button

4. Give your task a name and provide a due date (optional) and assignee (optional):

   

   Figure 6.8: Due date and assignee are optional while adding a task

5. Click Add task.
6. The task appears on the board. Click to open it.

7. You can now set a start...