Book Image

Microsoft 365 Fundamentals Guide

By : Gustavo Moraes, Douglas Romao
Book Image

Microsoft 365 Fundamentals Guide

By: Gustavo Moraes, Douglas Romao

Overview of this book

With its extensive set of tools and features for improving productivity and collaboration, Microsoft 365 is being widely adopted by organizations worldwide. This book will help not only developers but also business people and those working with information to discover tips and tricks for making the most of the apps in the Microsoft 365 suite. The Microsoft 365 Fundamentals Guide is a compendium of best practices and tips to leverage M365 apps for effective collaboration and productivity. You'll find all that you need to work efficiently with the apps in the Microsoft 365 family in this complete, quick-start guide that takes you through the Microsoft 365 apps that you can use for your everyday activities. You'll learn how to boost your personal productivity with Microsoft Delve, MyAnalytics, Outlook, and OneNote. To enhance your communication and collaboration with teams, this book shows you how to make the best use of Microsoft OneDrive, Whiteboard, SharePoint, and Microsoft Teams. You'll also be able to be on top of your tasks and your team's activities, automating routines, forms, and apps with Microsoft Planner, To-Do, Power Automate, Power Apps, and Microsoft Forms. By the end of this book, you'll have understood the purpose of each Microsoft 365 app, when and how to use it, and learned tips and tricks to achieve more with M365.
Table of Contents (18 chapters)

Adding and editing tasks

Adding tasks is easy and flexible. You just need to click on Add task, as shown in Figure 10.10, and type the names of your tasks on each column or bucket. You can drag and drop tasks between buckets as needed:

Figure 10.10 – Adding tasks to Microsoft Planner

Once you have added a task, you can double-click on the task to edit it. You can assign one or more team members to a task, edit Bucket, and update the Progress and Priority fields. You can also add start and end dates; both are optional. You can include a description of the task under Notes, and you can create subtasks under Checklist, as shown in Figure 10.11:

Figure 10.11 – Editing tasks in Microsoft Planner

In Figure 10.11, as an example, I added more information to a specific task. It is also possible to add attachments, connecting files from the document library to the task, which is very useful in helping your team members to access...