Meeting Agendas

In MS Planner, TRO meeting agendas are context views for contexts that start with +, like +Staff, +Managers, +AllHands.

1-1 Meeting Lists

View all tasks for a 1-1 or ad hoc meeting with one person, like 1Fred, 1Josie, 1Lisa.

1-1 Meeting Lists

In MS Planner, view all tasks for a 1-1 context by searching for the appropriate 1-1 context name, like 1Fred, 1Josie, 1Lisa.

Action Contexts

In MS Planner, action contexts are contexts that start with # like: #Calls, #Errands, #Store. Assign action contexts by adding tags with #.

Strategic Markers

When you process tasks, ask yourself if it fits into one of your Most Profitable Areas. If it does, add !MPA. Resist the temptation to use your MPA marker for all stressful tasks. If it isn’t a Most Profitable Activity, don’t assign MPA to it. Work from...