M365: How to Edit Tasks in Microsoft Planner

How to Edit Tasks in Microsoft Planner 

Editing tasks in Planner is essential for keeping your projects up-to-date and ensuring all team members are informed about changes. This article will guide you through the process of editing tasks in Microsoft Planner. 

Accessing Microsoft Planner 

Before you can edit tasks, you need to access Microsoft Planner. Here are the steps to get started: 

Through Microsoft 365 

  1. Log In: Open your CCRI email via the Web Version of Outlook:  
    Staff and Faculty: https://outlook.com/ccri.edu  
    Students: https://outlook.com/my.ccri.edu  
  2. Open Planner: Click on the app launcher (the grid icon) in the top-left corner and select "Planner" from the list of apps. If it does not show here, click “More apps” to see all apps available to you. 

Steps to Edit Tasks in Microsoft Planner 

Opening a Task 

  1. Navigate to Your Plan: Open the specific plan that contains the task you want to edit. 
  2. Locate the Task: Find the task on your board. Tasks are displayed within buckets, and each task is represented as a card. 
  3. Click on the Task: Click on the task card to open it and view its details. 

 

Editing Task Details 

Once you have opened the task, you can edit various details as needed. 

Changing the Task Name

  • Edit Name: Click on the task name at the top. Make the necessary changes and press Enter to save. 

Updating the Task Description 

  • Edit Description: Click on the description field. Enter or modify the text and click outside the field to save the changes. 

Modifying the Due Date 

  • Edit Due Date: Click on the due date field. Select a new date from the calendar that appears. 

Reassigning the Task 

  • Edit Assignment: Click on the "Assigned to" field. You can remove the current assignees by clicking the 'x' next to their names, and add new assignees by typing their names or selecting from the suggested list. 

 

Adding and Editing Checklists 

  • Add Checklist: If you need to break the task into smaller steps, click on "Add checklist" and enter the checklist items. 
  • Edit Checklist Items: Click on a checklist item to edit its text. Check off items as they are completed. 

 

Updating Labels 

  • Edit Labels: Click on the label icons to assign or unassign labels. You can also click the "Edit labels" option to rename or customize label colors. 

 

Adding and Managing Attachments 

  • Add Attachment: Click on "Add attachment" and choose to upload a file, link to a website, or select a file from your OneDrive. 
  • Remove Attachment: Hover over an attachment and click the trash icon to remove it. 

 

Commenting on the Task 

  • Add Comment: Scroll down to the comments section. Enter your comment in the text box and click "Send" to post it. 
  • Edit Comment: Note that comments cannot be edited once posted. You can delete a comment and post a new one if necessary. 

 

Moving the Task Between Buckets 

  • Change Bucket: Click on the bucket name field (often found at the top of the task details). Select a different bucket from the drop-down menu. 

 

Deleting a Task 

  • Delete Task: Scroll down to the bottom of the task details pane and click on the "Delete" button. Confirm the deletion when prompted. 

 

Tips for Efficient Task Editing 

  • Regular Updates: Regularly update tasks to reflect the most current status and ensure team members are informed. 
  • Detailed Descriptions: Provide detailed descriptions and use checklists to break down complex tasks. 
  • Consistent Labeling: Use labels consistently for easy categorization and filtering. 
  • Clear Comments: Use the comments section for clear and concise communication with team members. 

Additional Information:

  • Search or browse our online Knowledge Base
  • Call the CCRI IT Help Desk at (401) 825-1112
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