Configure Your Task Manager for TRO

by | Jun 12, 2022

Follow these steps to configure MS Planner effectively for TRO:

  • Login your MS Planner account.
  • Delete plan (Test Plan) created by MS Planner.

Delete a Plan

  • Click plan name (left pane).
  • Click ··· (top menu, opposite the plan name).
  • Click Plan settings (drop menu).

  • Click Delete this plan (pop-up).

  • Check the I understand that this plan and all of its tasks will be permanently deleted. box (pop-up).
  • Click Delete.

  • Create a Plan for each life area like Personal, Work, Service, etc.

Create a Plan

  • Click + New plan (left pane)

  • Input Major Context name in the Plan name field.

  • Click Create Plan (pop-up).

  • Click To do, then replace it with Today.
  • Press Enter

  • Click Add new bucket.
  • Enter Work In Progress (WIP) #today in the Bucket name field.
  • Press Enter.
  • Click Add new bucket.
  • Enter Waiting For (WF) #today in the Bucket name field.
  • Press Enter.
  • Click Add new bucket.
  • Enter Hotlist (Next 2 or 3 Days) in the Bucket name field.
  • Press Enter.
  • Click Add new bucket.
  • Enter Unprocessed in the Bucket name field.
  • Press Enter.
  • Click Add new bucket.
  • Enter This Week in the Bucket name field.
  • Press Enter.
  • Click Add new bucket.
  • Enter Next Week in the Bucket name field.
  • Press Enter.
  • Click Add new bucket.
  • Enter This Month in the Bucket name field.
  • Press Enter.
  • Click Add new bucket.
  • Enter Next Month in the Bucket name field.
  • Press Enter.
  • Click Add new bucket.
  • Enter Someday in the Bucket name field.
  • Press Enter.
  • Click Add new bucket.
  • Enter Done Verify in the Bucket name field.
  • Press Enter.
  • Click Add new bucket.
  • Enter Done in the Bucket name field.
  • Press Enter.

Copy a Plan

  • Click Planner hub (left pane).
  • Click ··· (opposite the context name you’re copying).
  • Click Copy plan (drop-menu).

  • Replace (Copy of) plan name with the appropriate Major Context name.
  • Click Select a group, then the appropriate group (drop-menu).
  • Check or uncheck Attachments, Priority, Dates, Description, Checklist, and Labels (as needed).
  • Click Copy plan.

In MS Planner,you can only move tasks between plans in the same group.