Setting up and updating task progress in Microsoft Planner doesn’t have to be a complex process. You just assign them to the right people and then check their status if necessary. This short guide will guide you through the definition process and update task progress in Microsoft Planner.
Configure and update task progress in Microsoft Planner
Microsoft Planner is a simple and lightweight scheduling tool included in most Office 365 packages. Its main purpose is to provide easy and visual management of tasks to a group of users. For people who want a heavier planning tool, there is another program called Microsoft project.
In Planner, you can set and update task progress by simply assigning labels such as,
- Not started yet
- In progress (indicated by a half-filled circle)
- Done (indicated by a clipart check mark)
Here’s how.
- To get started, go to Groups> Progress.
- For the tasks in progress, choose another status (In progress).
- For completed tasks, access the Progress drop-down list.
- Select the “Done” option.
- When finished, a check mark will appear next to the Done option.
Please note that completed tasks are hidden at the bottom of the task list.
Each plan has its own table, where you can organize tasks into compartments. Go to your calendar, select “By group’>‘Progress“
Start dragging tasks between columns to quickly update your plan on the fly.
For tasks included in the “In progress“, You can choose to modify the state by selecting the” In progress “symbol visible on the task and choosing another state.
To instantly mark any of your tasks as “Completed“, Point to the task and check the box.
Likewise, you can also update the progress of the task by clicking on the task itself and accessing the Progress drop-down list.
Note – If you are not using a mouse, you will not see the check box to mark something as finished.
If you are not familiar with the process of creating a task in the scheduler, see how it is done.
Launch Planner and select +. Give the task a name. To set the due date, select a date.
Then assign and select a team member.
Select ‘Add a task“
That’s it!
If you’re interested, this post will show you how to create a plan in Microsoft Planner. Creating a plan in Microsoft Planner automatically creates a new Office 365 group, which makes it easier for you to collaborate not only in Planner, but also in other Microsoft applications such as OneNote, Outlook, OneDrive, and others.