Like everything, it’s pretty easy when you know what to do and everything is setup. Let me explain exactly how to assign tasks in To Do…
First thing is to find the assign option.
(I’m assuming that you already know how to create a task, or can work it out. 😉)
In your list, select the task, to open/display the details.
See that option – Assign to
Easy right…
But when you click on it you see
Pretty easy to assign it to yourself… but not exactly what you want to do.
To have more than yourself to assign tasks to, the list needs to be shared with others.
(And that’s the reason that I’ve already written the post about sharing – It’s good to share including your To Do tasks)
Note: The type of Microsoft Account that you have, will define who you can share a list with. More details in the linked post.
Great, you’ve shared it with people…
Have they accepted?
Until they accept, you won’t be able to see them, or assign anything to them.
You can check by either clicking on the Share button or Assign to. Either way you’ll see more than just your name.
If you’re in the Assign to box – click on the other person to actually ask them to complete the task. Otherwise, close the Share dialog box and select the task and Assign to.
The next time you click on the task, you don’t see the ‘Assign to’ option, instead you see the name of the person that you’ve assigned the task to.
Assigned Tasks
If you’re the person that the task has been assigned to, then the list called ‘Assigned To Me’ is where you’ll see these tasks.
Keeping track of assigned tasks in To Do
You’ve assigned a task (or two) to other people. How do you know if they have completed them?
Well, you don’t know if they are in progress, but you will see (kinda) when it’s completed.
What do I mean by ‘kinda’?
Completed tasks are crossed out and moved to the completed section. i.e. they aren’t in the main list any more.
Expand the ‘completed’ list, to see the task there – and the initials (or image) to show who it was assigned to.
Change the assigned task
There will (I’m sure) be times that you need to either take back the task, or perhaps, change who it’s been assigned to.
Open the details of the task, to see the assigned person.
Remove the assignment
Hover over the name to see an ‘X’ on the right hand side.
Simply click on the ‘X’ to remove them. The option will return back to ‘Assign to’.
Change the assignment
While you can (as above) remove the person and then assign the task to someone else, there is a simpler way.
Click on the assigned name. The dialog box ‘Assign to’ opens (again).
Just click on the new name to re-assign the task.
Next Steps
Will you be using the assign tasks option? Share in the comments.
How about a great way to plan out your tasks for the day? (Psst that’s next week’s post)
Or if you’ve got questions then Book a Call with me for a chat.
Related Posts
- My Day – plan out today’s tasks with Microsoft To Do
You’ve got your tasks written down, but it’s a long list. How do you know what needs to get done? Simple – use My Day to help you focus. - How easy is it to assign tasks in To Do?
Pretty easy is the answer. Of course that does assume that it’s all setup and ready. Let me show you how to assign tasks in To Do. - It’s good to share including your To Do tasks
When it comes to your productivity, you don’t have to do it all alone. But all the work doesn’t have to be repeated just share tasks. - MS To Do Tips – The Best Tips and Tricks
You’ve started using MS To Do and creating tasks, but what about all the tips and tricks that improve things? Here are my top 6 To Do Tips. - What do you need to know about Microsoft To Do?
What is Microsoft To Do and why should you be using it to help you organise your tasks and day? Let me help you out with that answer.
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