Microsoft Suite has great tools to exploit for personal and team time management. Here we break down how to make most of its applications – like Outlook, Teams, OneNote, To Do, and Planner – to keep everything organised and stay on top of your schedule.
To make the most of your Microsoft investment, you need to explore and use all it has to offer. If you purchase Microsoft 365 to only use Outlook, Excel, Word and PowerPoint that is a huge waste of your resources.
When they get done more in less time, your team will have space to tackle projects that require innovation and creativity.
Microsoft 365
Microsoft 365 stands out as one of the most advanced and sophisticated office tools available today. Packed with features designed to boost productivity and enhance daily operations, it can significantly transform your company processes. However, fully integrating Microsoft 365 into your daily workflow can be a challenging process. Given its comprehensive nature and the constant addition of new features, it’s essential for all employees to receive both initial and ongoing training to become proficient and thus more productive.
When you learn how to make the most of Microsoft 365’s best-in-class apps with device management, robust security, and powerful cloud services your productivity will reach next level.
Let us show you how!
1. Use Outlook for Email and Calendar Management
- Use Outlook’s calendar to block out times when you have a meeting or other tasks to complete. It syncs with Teams so your Teams status will automatically update based on your set tasks. You can set up recurring events for daily or weekly tasks or focus time so that your colleagues know when you are busy.
- You can add reminders to emails that require follow-up.
- Categorise and Prioritise Emails: Use color-coded categories in Outlook to organise emails by project, priority, or urgency, making it easier to find important emails and get back on track faster.
- Use the “Focused Inbox” Feature: With this feature, Outlook automatically filters out low-priority emails, keeping your main inbox cleaner.
2. Microsoft To Do for Task Tracking
With Microsoft To Do, you can create and organise tasks by project or priority level. Each task can have its own due date, reminder, and priority setting.
“My Day” allows you to start each day by selecting tasks from your list to appear in “My Day.” This feature is great for focusing on only what needs to be done that day.
Use Subtasks to break down larger tasks into smaller, manageable steps.
If you flag an email in Outlook, it automatically syncs with To Do, letting you track tasks without having to switch between apps.
3. Microsoft OneNote
Microsoft’s OneNote is a versatile app for storing information and taking notes. With OneNote notebooks, you can store links, save photos and drawings, and write with a stylus, all in one convenient location. These notebooks offer unlimited pages and sections for customisation that can be shared, making them a valuable tool for co-authoring. OneNote lets you mark to-dos directly in your notes or set deadlines, so all your brainstorms, meeting notes, and action items stay in one place.
4. Microsoft Planner
Microsoft Planner replaces other project managing tools like Trello. With Planner, projects can be created on demand and can be assigned to individuals or groups with a due date. Members of a Planner can create tasks, attach files move tasks to different stages and comment on tasks. You can assign color-coded labels to group tasks by priority, type, or status, which helps in quickly identifying and managing high-priority tasks. It is a great tool that allows for transparency and collaboration between members.
5. Microsoft Teams
Use Microsoft Teams – Teams has now all the capabilities of Skype or Zoom. You can make video calls, share files and it also allows users to instant message each other, with the online status of a user visible to others when within the Microsoft 365 toolset. Pin tabs in each channel for quick access to frequently used documents, tools, or dashboards. You can even link to a Planner board or To Do list in Teams. Use Teams to set up and record meetings, and upload them in relevant channels so people can review discussions if they missed the meeting or need a recap.
6. The "Tell Me" Feature
Use the “Tell Me” feature – this can be very handy to quickly find answers to problems. It allows you to enter words or phrases that direct you to a command that is instantly performed for you. So, if you need a formula in Excel but don’t know it, just type it in the search bar and it will do it for you, and that is very neat!
7. Excel for Time Tracking and Scheduling
- Using Excel, you can log the time spent on different tasks or projects. You can set up formulas to calculate totals automatically.
- If you’re tracking time for multiple projects or tasks, create charts to visualise how your time is divided. It’s a quick way to see which tasks are most time consuming.
- Excel has built-in templates for time management and project tracking. These are very handy to ensure consistency across projects.
- After tracking time for a while, you can analyse data, identifying bottlenecks or times of day when you’re most productive to guide future planning.
Our Pro Tips for Better Time Management with Microsoft 365
- Sync your Apps: Microsoft 365 apps work well together and integrating them will save you a lot of time. Sync To Do with Outlook tasks, add Planner to Teams, or link OneNote to specific projects in Planner or Teams.
- Automate to save time: Power Automate (previously Flow) lets you set up workflows like receiving a Teams notification whenever a new task is assigned in Planner, reducing the need for constant manual updates.
- Utilise Keyboard Shortcuts: Many Microsoft 365 apps have keyboard shortcuts beyond the ones in Word, and these can make working much faster especially when navigating Outlook or jumping between apps in Teams.
So, there you have it! Microsoft 365 can make your team’s work much easier and faster. While the addition of new features is constant with some training you can increase productivity within your organisation.
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