Click Copilot
Access the Copilot feature by clicking this button, which enables enhanced assistance within the Teams application for your workflow.
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Create and manage plans and tasks in Microsoft Teams
Use Microsoft Teams and the Planner application to create and manage plans and tasks, assign responsibilities, set deadlines, and collaborate effectively with your team.
Mahammed Hussein Abdal-monem
·33 steps·9 views·PublishedUse Microsoft Teams and the Planner application to create and manage plans and tasks, assign responsibilities, set deadlines, and collaborate effectively with your team.
Step-by-step guide33 steps
Double-click Copilot
Click the Copilot button to access AI assistance for enhanced collaboration and productivity within Teams.
Loading screenshot…100%Click View more apps
Discover additional applications available for use within Teams, enhancing your workflow and collaboration options.
Loading screenshot…100%Click Planner
Select 'Planner' from the list of applications to manage your tasks and projects efficiently.
Loading screenshot…100%Click Grid
Select the Grid view to display your tasks and plans in a tabular format.
Loading screenshot…100%Click here
Click here to proceed with your task or action within the software.
Loading screenshot…100%Click Create a plan
Select 'Create a plan' to start building your project. This option allows you to initiate a new planning process within the application.
Loading screenshot…100%Click Create basic plan
Now, click 'Create basic plan' to begin setting up your project with essential features.
Loading screenshot…100%Type in the Plan Name
Enter the name of your plan in the designated field.
Loading screenshot…100%Click the Group search box
Click into the Group search box to find and select a group for sharing your plan.
Loading screenshot…100%Click Team site created in SPO
Select the 'Team site created in SPO' option to share your plan with the relevant team site.
Loading screenshot…100%Click Create basic plan
To proceed, click on the 'Create basic plan' button, which will finalize the creation of your plan.
Loading screenshot…100%Click Add task
To create a new task, click on 'Add task' to get started.
Loading screenshot…100%Type in the Task name
Enter the name of the task you want to add here.
Loading screenshot…100%Click Set due date
Select the due date option to specify a deadline for your task.
Loading screenshot…100%Click the due date
Select the due date to set the deadline for your task.
Loading screenshot…100%Click Assign
Select the Assign option to allocate a task to a team member.
Loading screenshot…100%Select the assignee
Choose the appropriate assignee from the suggestions list to assign the task.
Loading screenshot…100%Click Add a new bucket
Add a new bucket to your project for better organization of tasks.
Loading screenshot…100%Click Add task
Click the 'Add task' button to create a new task in your planner.
Loading screenshot…100%Click here
To proceed, click the designated area to continue with the workflow.
Loading screenshot…100%Click Share
Select the Share option to distribute your plan with others, allowing for collaboration and updates.
Loading screenshot…100%Click here
Click here to access further sharing options for your plan.
Loading screenshot…100%Click Calendar
Access the calendar to view and manage scheduled tasks and events.
Loading screenshot…100%Select the Test Meeting
Choose the Test Meeting from your calendar to view more details.
Loading screenshot…100%Double-click Select the Test Meeting
Choose the Test Meeting option from the calendar view to view details or edit.
Loading screenshot…100%Type in the event title
Enter the title of your meeting in the 'Add title' field.
Loading screenshot…100%Select Teams meeting
Choose the option to set this event as a Teams meeting, allowing for online participation.
Loading screenshot…100%Click Save
Click Save to confirm and store your event details.
Loading screenshot…100%Click the Test Meeting
Select the test meeting to view or edit its details.
Loading screenshot…100%Select Test Meeting 1
Choose the meeting titled 'Test Meeting 1' to view its details.
Loading screenshot…100%Click Test meeting 1
Select the 'Test meeting 1' event to view its details.
Loading screenshot…100%Click Join
Select the 'Join' button to participate in the meeting.
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