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Tech Bits: Two Apps to Help You Get Organized: Part 2 - Share Tasks & Collaborate with Others


Wednesday, January 22, 2020

As we enter the second week of the semester, you may find that you want to work with others on those tasks you created last week in Google Keep and Microsoft Planner. (See last week's Tech Bit for getting started.) Wondering how you all can stay up-to-date on the latest details of a task, without having to send emails or make phone calls back and forth? Share the task with other team members through the two apps, so you all can collaborate.

Microsoft Planner

  1. Hover over the task you would like to share. Then, click on the three dots in the upper right corner and click Assign.
  2. Start typing the name of the person or email address you would like to share the task with, then click on their name to share the task with them.

The person will be notified by email that they have been assigned a task with a link to view it in Microsoft Planner. When they click the link, the task will be the first thing that opens and they can then add any comments or attachments to the task. They will also be able to see and access all the other tasks in the plan.

Google Keep

  1. Click the note that you would like to share with a team member, then click the Collaborator icon  Google Keep Collaborator Icon.
  2. Type in the name of the person or email address you would like to share a task with and then click Save.

The person that you added as a Collaborator will get an email notification that you have shared a note with them. They will have access to edit the note, such as adding text, images, drawings, etc., when they go into Google Keep.

Also see the Tech Bit Part 1 on this topic: Visualize Your Small and Large Tasks

Instructions Last Updated: October 27, 2020