Creating and managing tasks (M365 Tasks app)

Once you've set up an M365 Tasks app, you can create tasks within your Microsoft Planner plan directly in Haiilo. You can also move tasks between columns or mark them completed.

Create a task

  1. Open a M365 Tasks app.
  2. Select Create task.
  3. Enter a name for your task.
  4. Choose a status for it: Not started, In progress, or Completed.
  5. Select a priority: Urgent, Medium, or Low.
  6. Add a start and end date for the task.
  7. Enter a description or notes to explain the task.
  8. Select Save to create the task.

Your new task has been added to the app! Tasks are organized in a column by due date. It is not possible to manually reorder the tasks. 

Manage a task

When you select    in the top right corner of a task, you'll be able to take certain actions. Any changes made will also be reflected in Microsoft Planner.

  • Edit: Edit any of the task details, such as name or description.
  • Move to not started / in progress / completed: Move the task between columns. You can also move a task between columns by dragging and dropping.
  • Delete task: Delete the task.

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