“Set Up Your Hotlist”

TRO hotlist shows you the tasks that are heating up and may need attention (based on the smart dates you entered when processing).

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...

“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...