“Hotlist for Daily Reviews”

In MS Planner, look at the Hotlist column (4th from the left) each morning during daily review. Look at each item in the list. If you will not do it today, and if it has a hard date (Due Date), reschedule the Due Date. If you will do the task today (must do to avoid...

“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.)