Your Recent Tasks List

This view is a great place to search for lost tasks. It should show ALL of your tasks, including completed and deleted ones, with recently-edited ones on top. If you change a task and it disappears from your list, look or search for it here. This view is invaluable,...

“Your Weekly Review List”

To perform a Weekly Review in MS Planner: Filter for No date, then review the various columns (Next Month, Next Week, and This Week). Prioritize and move tasks to the right accordingly. Assign hard dates if something is heating up. Filter for Due in the next week,...

Monthly Reviews

Here are the steps for your monthly review: Review your Someday/Maybe list: Skim the list, looking for anything you might want to move out of Someday/Maybe. Schedule those items into the coming month (soft dates or hard dates). Delete any tasks that you no longer care...

“Hotlist for Daily Reviews”

In MS Planner, look at the Hotlist column (4th from the left) each morning during daily review. Look at each item in the list. If you will not do it today, and if it has a hard date (Due Date), reschedule the Due Date. If you will do the task today (must do to avoid...