Book Image

Microsoft 365 and SharePoint Online Cookbook - Second Edition

By : Gaurav Mahajan, Sudeep Ghatak, Nate Chamberlain, Scott Brewster
Book Image

Microsoft 365 and SharePoint Online Cookbook - Second Edition

By: Gaurav Mahajan, Sudeep Ghatak, Nate Chamberlain, Scott Brewster

Overview of this book

Microsoft 365 offers tools for content management, communication, process automation, and report creation. Microsoft 365 and SharePoint Online Cookbook maximizes workplace collaboration and productivity using SharePoint Online, Teams, OneDrive, Delve, M365 Search, Copilot, Power Platform, Viva, Planner, and Microsoft Forms. You will find thoroughly updated recipes for SharePoint Online, covering sites, lists, libraries, pages, web parts, and learn SharePoint Framework (SPFx) basics for building solutions. You will explore many Microsoft Teams recipes to prepare it to be your organization’s central collaboration hub. You will be able to unlock Power Platform potential with recipes for Power Apps to enable low-code/no-code app development and learn to automate tasks with Power Automate and Power Automate Desktop. The book teaches you data visualization with Power BI, and chatbot creation with Power Virtual Agents (Copilot Studio). Finally, you will also learn about the cutting-edge Copilot and Gen AI functionality in Microsoft 365 and Power Platform. By the end, you will be equipped with skills to effectively use Microsoft 365, SharePoint Online, and the Power Platform. Whether it's enhancing career prospects or improving business operations, this book is a perfect companion on your journey through the Microsoft Office 365 suite.
Table of Contents (15 chapters)
13
Other Books You May Enjoy
14
Index

Assigning tasks

Tasks let you keep a digital reminder of work activities you need to complete by a given due date. Planner lets you create tasks from the Board view without having to assign an owner. If you simply specify a task name and press Enter, a task gets created without an assignee.

You can see the tasks that don't have an assignee by grouping the tasks by Assigned to.

Getting ready

All members of the Microsoft 365 group that is associated with the plan can add task assignees.

How to do it...

You can assign a group member by doing one of the following:

  • Update the task.
  • Drag the card in the Assigned to view.

Both methods are explained in the following sections.

Updating the task

The following are the steps to update a task:

  1. Log in to https://office.com using your Microsoft 365 account.
  2. Click on Planner and choose the plan you are working on.
  3. Click on the task name.
  4. Click Assign.
  5. A text box appears with the list of group members below it:

    Figure 6.12: Updating a task by assigning members to it