Assigning tasks in Microsoft Planner is a straightforward process that helps distribute work and track responsibilities within your team. This essential step is typically performed as you create new tasks.
Assigning a Task During Creation
When you're setting up new work items in your Planner, you have the immediate option to designate who is responsible for each task. Follow these simple steps to assign a task:
- Create a New Task: Begin by clicking the "Add task" button or selecting an empty space on your Planner board where you want to add a new task.
- Enter Task Name: A task card will appear. The first step is to type a clear and descriptive name for your new task in the designated field.
- Select Assignment Option: Look for the "Assign" button or field within the task details. This is usually represented by a person icon or simply the word "Assign." Click or select this option.
- Choose Plan Members: A drop-down list or pop-up menu will display all the members of your current Planner plan. From this list, select the individual(s) you wish to assign the task to. You can typically select one or more members, depending on the task's requirements.
Once assigned, the task will display the profile picture or initials of the assigned person(s), making it easy to see who is responsible for what at a glance on your Planner board. This ensures clear accountability and helps streamline your project management workflow.
