by Jason C | Jun 12, 2022
In MS Planner, Templates can be found in the Someday column/bucket (10th from the left).
by Jason C | Jun 12, 2022
Templates are an optional feature of TRO. Most people do not use templates, but they are a huge timesaver if you have critical projects that you repeat over and over. For example: signing up new clients, sales processes, training steps for new employees, applying for...
by Jason C | Jun 12, 2022
Creating Templates Here are the steps for making and using templates: In the Someday column, create the Template. Create a task with a good name, followed by the first step: New Prospect / Record info in contacts list Next Steps. Enter the full list of next steps as a...
by Jason C | Jun 12, 2022
In MS Planner, move task/project to the Someday column (10th from the left), then assign a context called (TEMPLATE) to a task/project.
by Jason C | Jun 12, 2022
In MS Planner, task reminders are: Sent via email Set when hard dates are assigned. Someone assigns a task to me (Email, Teams, and mobile push). A task assigned to me is late, due today, or due in the next 7 days (Email only). See this article for more...
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