by Jason C | Jun 12, 2022
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,...
by Jason C | Jun 12, 2022
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...
by Ian Tiangco | Jun 12, 2022
“Report Back” Means R/B means: “Tell them it is done, and give them the deliverables or details.” Reporting Back on Assignments Assignments received (cards with your face) could be found in the Waiting For column (3rd from the left). In MS...
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)....
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