General Instructions for Using Task Views

Most TRO views are built-in with MS Planner, so you only need to learn where they are. A couple of TRO views require a little setup; these are described below. Select Plans (Major Contexts) by clicking Planner hub (keft pane), then the appropriate Plan. In each plan,...

Working From Your Task Lists

When you don’t have something scheduled in your calendar, work from your MS Planner Plans. Make sure the tasks in the Today list (column) are completed today, from top to bottom. After that, work on tasks from your context views. Order tasks within any list...

What the Task Manager Fields Mean

In MS Planner, use the following methods to handle TRO features: Assign a soft date by moving the task to column This Week, Next Week, This Month, or Next Month. Due Date is the hard date. To assign a hard date: Click task. Click Due Date (pop-up). Click a date...