Track a process in Microsoft Planner
Applies To
Microsoft Planner
Try it!
Use Microsoft Planner to track a process like following patients from scheduling to follow-up.
Create a task
Create a task at the beginning of your workflow.
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Select + to create a task.
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Type the patient's ID number.
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Select a due date.
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Select Assign to give the task to someone, and then select Add Task.
Add files to a task
Attach a file to a task so colleagues have the information they need as a task moves through a workflow.
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To attach the patient's paperwork, select a task and then select Add attachment > SharePoint.
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Select the patient's file and then select Save.
Add details to a task
Provide details on a task to further help a task through a workflow.
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Select a task and then type in what you want in the Description.
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Press Tab to save it, and then select Show on card so the info will appear on the task once it's closed.
Note: The appointment information now appears on the task, and the new owner gets a notification that a patient is assigned to them when they sign in to Planner.
Move and reassign a task
Keep tasks moving in a workflow by moving them to another bucket and reassigning them.
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In a task, select the Bucket drop-down arrow and then select the next bucket in the workflow.
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Select the assigned person on the task, choose a new owner, and select X to remove the previous assigned person.
Assign a task
Assign or reassign a task to someone else.
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Select Assign to and choose the person to receive your task.
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Select X to remove the previous owner.
Want more?
Attach files, photos, or links to a task
Collaborate with your team using Microsoft Planner
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