by Jason C | Jun 12, 2022
Here are the steps for your weekly review: Make sure your Weekly Review list is sorted correctly. Most important tasks at the top. Adjust soft dates as needed (Move to any of the following columns: Next Month, This Month, Next Week, or This Week. See if you have a...
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 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)....
by Ian Tiangco | Jun 12, 2022
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...
by Jason C | Jun 12, 2022
How to make sure you report back on assignments. (Re-assign, then move task to the appropriate column/bucket.)
Recent Comments