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Microsoft 365 and SharePoint Online Cookbook

Microsoft 365 and SharePoint Online Cookbook

By : Mahajan, Sudeep Ghatak, Nate Chamberlain, Scott Brewster
4.8 (23)
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Microsoft 365 and SharePoint Online Cookbook

Microsoft 365 and SharePoint Online Cookbook

4.8 (23)
By: 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)
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13
Other Books You May Enjoy
14
Index

Creating tasks

A plan is no good if it doesn't have any actions. The individual action items in a plan are created as tasks. The tasks in a plan appear as cards. Every card represents a unique activity with an optional due date and an assignee. Tracking the individual cards on the board lets you track the progress of your plan holistically.

Getting ready

Individual tasks can be created by the members of the Microsoft 365 group associated with the plan.

How to do it...

The following are the steps to create a new task in Planner:

  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 + symbol on the board below the bucket name:

    Figure 6.7: Add a task with the + button
  4. Give your task a name and provide a due date (optional) and assignee (optional):

    Figure 6.8: Due date and assignee are optional while adding a task
  5. Click Add task.
  6. The task appears on the board. Click to open it.
  7. You can now set a start...

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