Learning outcomes
- Explain how to manage personal tasks and daily priorities.
- Complete the guided practice safely.
- Check that you can complete or reschedule work without losing context.
Planning and Knowledge Tools
Microsoft To Do
Learn to manage personal tasks and daily priorities and complete or reschedule work without losing context in this beginner-friendly Microsoft 365 lesson.
Before you begin
Use a small sample project with clear owners and dates. Avoid adding real customer or staff information without approval.
Step-by-step instructions
- Open the named Microsoft 365 planning or knowledge app and confirm you are using the intended account.
- Add a task, step, reminder and My Day selection.
- Pause and check permissions, filenames, recipients, dates or settings that affect the task.
- Test the result: complete or reschedule work without losing context.
- Check the owner, due date, sharing scope and next action, then update the sample project status.
Ian's practical tip: Use sample information first. Once the workflow is correct, repeat it with approved work information and the minimum necessary access.
Practical activity
Add a task, step, reminder and My Day selection. Your expected result is to complete or reschedule work without losing context.