You hold down your mouse button and simply drag the task to another bucket. Do you want to drag tasks to another bucket, because the quotation has been issued? Then you can do that by hovering your mouse over the task and clicking on it.

If you click on Show on card within the specific task, you will see the added control points at a glance in the central overview.

If you or your colleague would like to add something, you can add some comments at the bottom of the comments section. In the checklist you indicate which services the potential client is interested in. You can also add notes, such as Project Quote for customer X. You can then determine the progress, assign priorities and indicate a start and end date. You can then assign this task to the person who will perform the task. Here you enter the task that still needs to be performed, such as preparing a quote. You also have the option to create a task card. You can then create additional buckets and start categorising tasks. You can change the name of the bucket to, for example, To Do. The first list/row that becomes visible is called Tasks. The name of the plan will be added as a tab within your Team. Do you already have a very nicely organised plan that you want to reuse? Then click on Use an existing plan from this team. If you have not used Planner before, you will need to create a new plan. Now a screen opens where you can create a new plan or use an existing plan. Search here for Planner and select Tasks by Planner and To Do.

By clicking on the plus icon, the screen in which you can add applications opens. Navigate to the Team in which you want to use Planner. In this article we explain how to use the Tasks by Planner and To Do app in MS Teams. Ultimately this helps to make task management of your tasks list more manageable. Project management will be easier when you can see your work in one place. The Tasks by Planner and To Do app in Microsoft Teams from Microsoft 365 brings together your individual and personal tasks from To Do and Outlook with your team tasks from Microsoft Planner. Power Apps Development and Power Automate.

Ms teams planner