Task lists are a great way to organize work in SharePoint. You may have noticed that there is no task list available out of the box on modern pages though. It is possible to create a custom task list, but there is a successor to the task list web part right out of the box for SharePoint modern sites: Office 365 Planner!
Planner is part of the Office 365 suite and exists outside of SharePoint. However, when creating a new plan, an Office 365 group is created and a SharePoint site along with it. You can also choose to associate a new plan with an existing group. Creating a plan directly from a modern SharePoint site will automatically associate that plan with the group. Note that at this time you can only add a plan to a SharePoint page if the plan is associated with the same group as the SharePoint site.
To create a plan right from SharePoint, click Edit in the top right of the SharePoint page you want to add the plan.
Click the plus sign in the section that you want to add the Planner web part.
Select the Planner app.
Select Add a plan.
Enter the name of your plan. If you have already created a plan that you want to use, you can select it in the dropdown here. If you have a plan but don’t see it in the dropdown, it is probably because that plan is not associated with the same group as the SharePoint site. Click Create.
You have several options for displaying your plan. We will start with the Board display.
Click the plus button to add a new task:
Enter the name, due date, and user the task is assigned to then click add task.
You can also group tasks into buckets. Click Add new bucket and enter the name of the bucket.
Now you can add tasks under the bucket. After adding a few tasks, explore the various display options.
The Board view is useful for adding tasks and moving them around into different buckets.
The Status Chart shows the progress on each task.
The Members Chart shows how the various users are progressing on their tasks.
The Bucket Chart shows the progress on each bucket.
Finally, you can show all three charts at once.
You can work with Planner from within SharePoint or from the Planner app in Office 365. You can even use the Planner mobile app to view and update tasks on the go! All updates you make happen in Office 365 and will be visible in all locations regardless of the device or method used. Planner is a great modern and mobile friendly successor to the SharePoint task list!
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This SharePoint tutorial explains, how to create and manage task list in SharePoint. How to create a task list in SharePoint and how to create a task in the task list in SharePoint.
We can follow the same steps to create Tasks list in SharePoint Online and in SharePoint On-premises versions like SharePoint 2013/2016 etc.
Step 1: To create a Task list in SharePoint Online, log into the SharePoint site next click on the gearbox at the top, and select add an app or click on quick launch site contents.
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Step 2: From the “App” page, search for Tasks and click on “Tasks” app file. Once clicked, it will ask you to assign the name; enter a name and click on “Create“.
Now, Tasks List is created successfully and has appeared on the site contents page as well. You can also see the below screenshot.
Step 3: Open the created SharePoint Tasks list and click on “Add new task” from the page or select items and click on “new task“.
Step 4: This action will call the “Create task” wizard. Here, we need to enter Task Name, Start Date, Due Date, Assigned to [SharePoint users whom you want to assign the task].
Step 5: From here, we can save and create new tasks but in case you want to create tasks with advanced mode, we need to click on “Show More”.
Once clicked, we will get some more boxes to enter information, such as – % Complete, Description, Predecessors [In case, you have created more items] or it will be none by default, Priority, Task Status [we can configure task status here only]. Finally, click on “Save“.
Step 6: Finally task has been created and it will appear on your page.
We can also create a sub-tasks in case we have existing new tasks, but we can’t create directly new sub-tasks.
You may like following SharePoint list tutorials:
Hope this SharePoint list tutorial helps to know how to create a task list in SharePoint and how to create a task in the task list in SharePoint Online or SharePoint 2013/2016.
Rajkiran is currently working as a SharePoint Consultant in India . Rajkiran having 7+ years of experience in Microsoft Technologies such as SharePoint 2019/2016/2013/2010, MOSS 2007,WSS 3.0, Migration, Asp.Net, C#.Net, Sql Server, Ajax, jQuery etc.He is C#Corner MVP [2 Times].