Task Reminders

Never for Scheduling! Never use task reminders to schedule tasks at specific times. If it needs to be done at a specific time, put it in your calendar with your other appointments. That’s what your calendar is for. In MS Planner, task alerts are optional...

Set up the Recent Tasks List

Choose a Recent Tasks list method and make sure it is easy to access, with a single click, without defining search terms each time. If you need to define and save a custom view, do it now and name it “Recent Tasks”.

Next Actions

Enter the next action in the task name, after the project name, like this:    Project Name – Next Action Handle multiple tasks at once by adding other tasks with the same “Project Name”. Future next steps are kept in a...

TRO Projects

Nothing Falls Through As you complete each project step, you will re-process the task, choosing a next action and adjusting the contexts and dates accordingly. Only mark it as complete when the entire project is finished. This way, projects can’t stall and your...