Weekly Reviews

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...

“Your Weekly Review List”

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,...

Monthly Reviews

Here are the steps for your monthly review: Review your Someday/Maybe list: Skim the list, looking for anything you might want to move out of Someday/Maybe. Schedule those items into the coming month (soft dates or hard dates). Delete any tasks that you no longer care...

“Report Back (R/B)”

How to make sure you report back on assignments. (Re-assign, then move task to the appropriate column/bucket.)

“Report Back (R/B)”

When you accept an assignment, you accept responsibility to report back. This means every task assigned to you is really a project. The first step is to complete it, and the last step is to report back.