“Set Up Your Hotlist”

TRO hotlist shows you the tasks that are heating up and may need attention (based on the smart dates you entered when processing).

“Delegation”

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)....

Waiting For (W/F)

W/F = Follow Up W/F means “If I haven’t heard back, I’m going to follow up.” It counts as the verb when naming tasks or next actions. To Follow Up: Assign, then move task to the Waiting For column/bucket (3rd from the left). If You Hear Back...

“Report Back (R/B)”

How to make sure you report back on assignments. (Re-assign, then move task to the appropriate column/bucket.)