Creating and Updating Tasks

Creating Tasks

1. Add a Task for Today:

   • Navigate to 'My Day' and click on the 'Add Task' button. Fill out the form to create a task for the current day.

2. Create a Future Task:

   • Use the 'Quick Add' (+) button on the main menu and select 'Task'. Fill out the form and assign the task to yourself. Click on the 'Do Later' button to add it to your to-do list.

3. Assign Tasks to Others:

   • Use the 'Quick Add' button, fill out the form, and in the assignee field, search for the person and click 'Assign'. This task will appear in the assignee’s to-do list and they will receive notifications in Teams and the app, based on your notification preferences.

Updating Task Information

1. Modify Task Details:

   • Click on a task to update details such as completion percentage or to complete the task. Options to copy, do later, or delete are available on the task toolbar.

2. Set Task Importance and Assignees:

   • Click on the flag beside the task name to set importance.
   • Click on the assignee to change or set a new assignee.
   • Use 'Set Duration' to specify start and end dates.

3. Associate Additional Information:

   • The '+ Add' button allows you to associate projects, contacts, files, or web links with the task. These associations will be displayed in a collapsible section.
   • Clicking on the associated project, contact, or folder name will open the item to the right of the task if it is on your day, allowing you to view items side by side.
   • Files attached to a project are inherited by the task, and documents created or uploaded via the '+ Add' button are automatically saved to SharePoint or OneDrive. If the task is associated with a project that has default storage set, it will store there automatically, or you can select another suggested folder from the project.

4. Utilize Task Descriptions and Checklists:

   • Use the description field to outline task details.
   • In the checklist tab, you can add a checklist manually or generate one using AI. If part of a project, generating tasks from AI has options like auto-generate steps or suggest from similar tasks, which suggest checklist items based on similar tasks in that project.
   • When 'Measure Progress by Checklist' is enabled, completing checklist items will automatically update the progress of the task.

5. Manage Comments and History:

   • In the comments tab, you can @mention someone and create comments; they will receive alerts via MS Teams or by email.
   • The history tab provides a comprehensive view of all changes made to the task, including who made the changes and when they occurred.