Add Task To Planner screen (Microsoft 365)

Adds a task or app to your planner in Modern Work Center.

Figure: Add Task To Planner screen

Add Task To Planner screen

How to Start

  1. In SharePoint for Microsoft 365, open the AgilePoint Work Center web part.

    Shows AgilePoint Nx Portal
  2. On the Overview screen, in the My Planned Tasks section, click Add Planned Task Add Planned Task icon.

    Click Add Planned Task

Fields

Field NameDefinition

Task Type
Description:
Specifies the type of task to add to your planner.
Allowed Values:
  • Task - You can add a task to your planner.
  • App - You can add an app to your planner.
  • Note To Self - You can add a note about your task to your planner.
Default Value:
Task

Task
Description:
Specifies the name of the task to add to your planner.

This field shows a list of tasks assigned to you.

To Open this Field:
  1. On the Add Task To Planner screen, in the Task Type field, select Task.
Allowed Values:
A task name from the list.
Default Value:
None

App
Description:
Specifies the name of the app to add to your planner.

This field shows a list of apps in which a task is assigned to you.

To Open this Field:
  1. On the Add Task To Planner screen, in the Task Type field, select App.
Allowed Values:
An AgilePoint NX app from the list.
Default Value:
None

Note To Self
Description:
Specifies a description of the note to add to your planner.
To Open this Field:
  1. On the Add Task To Planner screen, in the Task Type field, select Note To Self.
Allowed Values:
More than one line of text.
Default Value:
None

Task Name
Description:
Specifies a display name for your task.

The task name shows on the task list in your planner.

Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None

Date
Description:
Specifies the date to complete the task.
Allowed Values:
A date from the date picker.
Default Value:
None

Time
Description:
Specifies the time to complete the task.
Allowed Values:
A time from the time picker.
Default Value:
None

Save
Description:
Adds a task or app to your planner.

Save and New
Description:
Adds a task or app to your planner, and opens the Add Task To Planner screen to add a new task.

Cancel
Description:
Cancels the changes to your planner configuration.