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jfiore's avatar
jfiore
Copper Contributor
Jun 30, 2023

Add Detailed Task to Planner

Is there a way of adding a task directly from the detailed task view? Are there shortcuts (keyboard or otherwise) that will allow you to add a detailed task right from the main board?

As it seems, I must first add a basic tile (see Fig. 1) with only the title and assignee but I can't provide any other details. Once the basic tile is added, I then must scroll through the list and find the tile it added so I can click into the detailed task view (see Fig. 2). 

 

Is there no way to add a detailed task (see Fig. 2) without having to go through that first basic tile?

 

Fig. 1: Add Basic Task

 

Fig. 2: Detailed Task View

Thanks for any tips and suggestions. 

j

1 Reply

  • LeonPavesic's avatar
    LeonPavesic
    Silver Contributor

    Hello jfiore,

    Currently, in Microsoft Planner, there is no direct way to add a detailed task from the detailed task view without going through the initial basic tile. However, there is a workaround you can use to streamline the process:

     

    - Copy existing task: If you have a task in Planner that already has the desired details and you want to create a similar task with the same information, you can use the "Copy task" feature. Right-click on the existing task, select "Copy task", and then paste the copied task onto the board. This will create a new task with the same details, and you can modify them as needed.

    Kindest regards

    Leon Pavesic

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