“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.)

“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.

Hard Dates

In MS Planner, Due Date is the hard date: To assign a hard date: Click task. Click the Due anytime field (pop-up). Select a date (calendar, pop-up)