It’s built into Microsoft 365 Groups, so each Outlook Group, Teams Team, and Yammer Community can track its open tasks in a way that doesn’t require a formal project manager. Microsoft Planner is an easy-to-use, team-based project management tool.That doesn’t mean they can’t do more than what I cover, just that they aren’t necessarily intended to: Let’s talk about what these tools actually are meant for. Are You Using the Right Microsoft Tool for the Job? Good task management across your life is a nirvana that app makers the world over have tried to solve the best way possible there’s a reason there are thousands of results among the Google Play and Apple App stores for task apps.īut where do Lists, Planner, To Do, and Tasks in Teams fall along the spectrum? There’s some overlap and there’s some aspects of these apps that aren’t actually just about tasks. This is bringing up a lot of questions around which tool to use when, and that includes confusion of overlap among these four apps. #MicrosoftProject or #MicrosoftPlanner?Ģ020 has proven to be a big year for new tools and features rolling out in Microsoft 365, including the introduction of Microsoft Lists-basically a major update to the SharePoint lists experience, presented as a separate app-the new Tasks app in Microsoft Teams, and various upgrades to the two major task apps, Microsoft Planner and Microsoft To Do.This post is the fourth in Matt’s “Which Tool When” series. For me this is fine because I work in terms of weeks, just take note of that in case you want to use this template but don’t work the same way as me.Get firsthand tips and tricks on leveraging these latest apps from Microsoft and AvePoint in our upcoming webinar, “ Supercharge Microsoft Teams with the Newest Apps: Tasks and Lists!“ Because of this, some months will actually contain dates for the next month. Week 5 is located inside January 2019, not Feb 2019). When a week crosses over into the next month (for example week 5 of 2019 will start on Jan 28 and end on Feb 3) I put the week into the month it starts on (e.g. This is sorta a mish-mash of a few different concepts: GTD, Tickler Files, Bullet Journal, etc. I can do the same thing for moving a task to a future week. What I like about this system though is that I don’t have to know the specific date, maybe I wanna do the task at some point next month, in that case I move it to the bullet for that month instead of a date’s bullet. If I wanna do a task on a specific day in the future, I can easily move that task (using the ‘move’ feature) into that specific date’s bullet. This way, the top of the list will always be the current week. Then I archive the previous week by ticking it off. I also review my notes from last week and if there’s anything I wanna keep, I move it somewhere else (I keep separate documents in Dyna as project spaces, often these notes/ideas will be moved there). This involves moving any incomplete to-do’s out of the previous week, into the new week. At some point later on, probably when I do my weekly review, I can use the ‘move’ feature in Dynalist to move that future to-do to the appropriate week or date.Īt the start of a new week, I do my “weekly review”. To do that, I simply rapid log the future to-do into my today list. Sorta bullet journal style - I like to start every day with a “blank page” where I can rapid-log my thoughts and ideas.īecause I map out the whole of the year in advance, I can schedule to-do’s in advance too. I put my thoughts, to-do’s, ideas, everything basically into that day. Basically I breakdown the year into months, weeks, and dates inside an outliner app (used to use ‘the other’ one, but past year I’ve lived happily inside Dyna).Įvery day, I open up the bullet for that day. This is a system I’ve been developing over the past few years. I just finished putting together my 2019 planner template, feel free to copy/steal this if it’s useful for you! So here ya go, here’s exactly the same planner template but updated for the year 2020! See here: Yearly planner 2021Ī few people had asked me for a version of the below 2019 planner template, but updated for 2020. Special note and thanks to who made a gsheet template that I borrowed to help me do the above faster. I guess I am making this into a yearly tradition The yearly tradition continues! Here’s the 2022 version of my annual planner template:
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