Planner Tasks

Create in

New tasks go to Bucket

Pinned plans (shown first in Create in; pin with ☆ in the list)

Task defaults

Assigned to Progress Priority Start date Due date

Allow more than one person per task

Task form

Show these on the form Task name from Copy the selected text into the notes Close the window after creating a task

OneNote links & tags

Link on the task

Tag the paragraph when a task is created

Which paragraphs Tag symbol

Also add a link to the task at the end of the paragraph

The tag's text is set under Tag text.

Tag text

Preview:

Prefix Text Separator Suffix

into the Prefix, Text or Suffix box you last clicked, e.g. {department}

Add from your Entra ID profile (up to 5, in order)

If a profile value is empty, use Advanced: full template

Variables work in Prefix, Text, Suffix and the template: any profile field, e.g. {jobTitle} or {extensionAttribute1}. The template also takes {prefix} {base} {suffix}.

Status sync

Direction Sync a page when I open it Also sync in the background

Sync Tasks on the ribbon always works, whatever is chosen here.

Safety & reset

Only write tags to these notebooks (one per line; empty = any)