Daily Reviews

Here are the steps for your daily review in MS Planner: Check your calendar. Open your calendar, review all scheduled appointments for the day, and glance over today’s strategic calendar. (15 seconds.) Clear old APPOINTMENT reminders if you have honored them....

“Delegation”

To Delegate Tasks in MS Planner: Select the appropriate Plan. Add task recipient. Invite Members: Click ···, then Members Click Groups (left pane, new window). Click the appropriate MS Planner group. Click the appropriate Plan (major context). Click Members (pop-up)....

Waiting For (W/F)

W/F = Follow Up W/F means “If I haven’t heard back, I’m going to follow up.” It counts as the verb when naming tasks or next actions. To Follow Up: Assign, then move task to the Waiting For column/bucket (3rd from the left). If You Hear Back...

Hard Dates

In MS Planner, Due Date is the hard date: To assign a hard date: Click task. Click the Due anytime field (pop-up). Select a date (calendar, pop-up)

Deadline Dates

Enter deadline dates right after the task name and/or project name. There, they advise but do not control you, like this: Factory Proposal (4/30) – Verify funding (4/23) The “Verify funding” step has a hard deadline of 4/23 or the final project...