by Jason C | Jun 12, 2022
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....
by Ian Tiangco | Jun 12, 2022
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)....
by Ian Tiangco | Jun 12, 2022
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...
by Ian Tiangco | Jun 12, 2022
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)
by Jason C | Jun 12, 2022
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...
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