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.

Copying Tasks

To copy task in Omnifocus: Right-click task. Click Duplicate (pop-up).

Project Templates

Create Your Templates List Create a Tag called TEMPLATE. Creating Templates Here are the steps for making and using templates: Create the Template. Create a task with a good name, followed by the first step: New Prospect / Record info in contacts list Next Steps....