If you decide not to make changes, you can select Cancel editing in the same place you found the Edit list button and no changes will be published to any of the recipient teams. menu next to an existing task to delete it. You can also add a new task or click the. Once the list is in edit mode, you can click on a task to edit. On the Published section, select the list you want to edit. If there is a correction that requires the task to be completed again even if it was completed per the previous task details, we recommend deleting the original task and creating a new one. We recommend editing a task in a published list when you want to clarify what needs to be done. ![]() ![]() When you publish changes to a task in a published list, the values in the task fields in the updated task will overwrite the values of those task fields in each recipient team, with the exception that the status of the task is not reset. Changes are not published to recipient teams until you select the Publish changes and confirm the summary. Once the list is in edit mode, you can update tasks in the list, delete tasks from the list, or add new tasks to the list. You can edit tasks in a published list by putting the list into edit mode. To add another task, enter a task name in the New task field. Priority (urgent, important, medium, or low)Ī checklist of up to 20 items (you control the items and the order, task recipients control marking them complete) Select the task title to open the task and add or edit any of the following.īucket (use to categorize tasks – for example Warehouse or Sales Desk buckets could be used to identify the work group who will perform the task) Under Task title, give the first task a title and select Enter. The new list appears under Drafts, on the left. The teams that receive the task list publication will be able to see which team the task list was published from. If you belong to more than one team in Tasks, select the team to publish from. The following steps show selection from a hierarchy. You can select the teams from a hierarchy or upload a custom list of teams. When you publish a list, managers can edit any of the task fields except for the task title and notes. Managers can't delete published tasks.Īt the bottom left of the Published lists tab, select New list.Ĭhoose how to select the recipient teams. He reviews the visual product arrangements that Anna attached to his task and he begins implementing that in his store. Will, a stock clerk in Store 004, opens Teams on his phone to see what's in store for him. ![]() He assigns tasks to his frontline workers and a few to himself. He sees the two new published lists and has a look. He opens Teams on his PC the day before sales preparation begins. Srina manages the Western region, whose stores have an extra category of products: sporting goods. She decides to duplicate the Summer Sale task list, add tasks for sporting goods, and publish it to her region's stores as Summer Sale Western.įrank manages Store 004, the largest store in the Western region. She attaches some visual product arrangements to guide the Then she publishes her task list to all 250 stores. Anna's planning a Summer Sale, and has prepared a task list she'll publish to the whole chain.Īnna goes to the Tasks app in Teams and creates a list of tasks for setting up the sale, and names it Summer Sale. ![]() Managers who are part of teams in the hierarchy between the local manager and the task list publisher can track assignment and completion of tasks, but cannot change anything.įor example, say Anna is operations manager at the headquarters of Contoso Markets, a 250-store chain, organized in Teams by region. Each region has at least one store, and each store's workers receive job instructions via tasks in the Teams app. Task list publishing is how operations managers and other organization planners distribute tasks to the teams who perform the work. Each team receives one copy of the list, so local managers can assign tasks to their workers.
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