Add tasks to a plan

1. Select + Add task below the heading of the bucket to which you want to add a task.

   A new plan starts with a To do bucket heading, but established plans might have named buckets instead.

2. Select Enter a task name.

3. Type the task name.

4. Do either of the following:

   • Press Enter to create a task without a due date.

   • Select Set due date and select a date. Then select Add Task to create a task with a due date.

Create multiple tasks quickly

1. Select + Add task below the heading of the bucket to which you want to add a task.

2. Select Enter a task name.

3. Type each task name, pressing Enter after each to create the task.

After you add people and tasks to your plan, you can assign people to tasks.

Add an attachment to a task

1. Select the task to open the task window.

2. Select Add attachment.

3. Select File to attach a locally stored file, select Link to include a link, or select SharePoint to attach a file from a SharePoint site.

4. Navigate to and select the file you want to attach, or enter the link information.

When attaching a file, you can upload the file to OneDrive for the plan, or you can browse to find it if you've already uploaded it. If your file isn't located on OneDrive for the plan, you can add a link to it instead.

The first time you attach a file, photo, or link to a task, that attachment becomes the task's preview picture. It's shown on the Board, and offers a quick way to identify the task and get to work. Want to change the preview picture for a task?