Configure Your Task Manager for TRO

Follow these steps to configure MS Planner effectively for TRO: Login your MS Planner account. Delete plan (Test Plan) created by MS Planner. Delete a Plan Click plan name (left pane). Click ··· (top menu, opposite the plan name). Click Plan settings (drop menu)....

Configure Your Special TRO Views

To set up all of your special TRO task list views, click each of the following links and follow those instructions right now. Learn how to create a new plan for each Major Context. Learn how to use MS Planner views for TRO. Learn what the task fields mean.

Your Templates List

In Omnifocus, access the templates list by clicking (left pane), then TEMPLATE. Remember to copy Templates before using them. Otherwise, you won’t have one the next time you need it.