Creating Appointments from Tasks

Copy and paste to make calendar appointments from your MS Planner tasks. This way the task name is an exact match—you know exactly which task it applies to. Highlight the task name or title, including the project name. Press Ctrl+C (Command+C on Mac) to copy it. Open...

Copying Tasks

In MS Planner, you can copy Tasks and Plans. To copy a task: Hover mouse over the task. Click ··· opposite the task title, then select Copy task. Retain or change task title in the New task name field. Retain or change the major context by clicking Plan name field,...

About Notes

In MS Planner, record notes in the Notes field. Click task. Click the Notes field. Type the details (use checklist to record all future next actions). Click anywhere outside the Notes field.