One of the best tools we can recommend for anyone dealing with scenarios that involve multiple tasks, layers, or teams is to utilize some kind of project or task management tool to help organize their work.
Do you find yourself forgetting what needs to be done or scouring through notebooks, emails, and papers to sort out who needs to be on top of what? That's what this type of software is designed to help with.
There are tons of tools out there that can help, one of our favorites is Microsoft Planner.
If you have Microsoft 365, you already have Planner.
Planner is included with most Microsoft 365 solutions. It's designed to integrate directly with your existing security and identity policies. In most cases, it's already there and ready for you to use.
A "Plan" consists of:
A Plan
Part of a Microsoft Team
Where all data is stored
Buckets
Where tasks are created
Can be renamed and shuffled around
Tasks
Where you put your "To-Do"s
Can have status and due dates (optional)
Can be moved into different buckets
These three components allow the plan to dynamically track progress, create schedules, assign others in the team to be part of it, add reminders, and give you a centralized way to keep track of everything going on.
There isn't a single "right" way to organize a Plan. You can model it based on how you already organize your tasks and think. It's very common that your Planner will start out one way and then evolve over time as you move forward.
There is a lot of training available for Planner:
Wrapping Up
Utilizing modern task management tools can be a game changer for how you work. The best way to learn is to just dive in and make a Plan for something you are working on. If there's one thing to try out in the new year, this is it!
Seriously, it's right here. Click it and try it out!
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Send in a contact request or email info@aevotec.com.
