Refreshing a workflow system in Planner

In this video, I’m sharing the actions I’ve taken to refresh my workflow process using Microsoft Planner, after I discovered that I was no longer finding my original board as relevant to the way I was working in my business.

Often, when we spend time creating content or systems for our business, we feel like we have to keep using them, or simply abandon them entirely and do without, as our own working style, processes, and workload evolves and develops.

NOT TRUE!

You are perfectly entitled to adapt existing systems, or create new systems entirely that will align with how, and who, your working style has evolved.

That’s one of the joys of working with Microsoft 365! I’m showing you how I’ve taken the working parts of my original Planner board, to create a newer, more streamlined and aligned version (to my current thinking and work style), so that I can get out of my own head, and back to what I love doing!

And while the way my brain follows a workflow may not align with yours, that doesn’t mean there aren’t some ideas in here that you can apply in your own assessment of what’s working and not working for you right now 😉

TIMESTAMPS:

00:00 Introduction
01:38 Thrive’s new workflow system
14:08 Summary

ABOUT ME

I’m Marianne Tansley, the face, hands and feet at Thrive Admin Services. Thrive is a specialist Microsoft 365 training and support business, where I am able to combine both my passion for ‘making things work’ with my experience and skills across the Microsoft 365 suite of products!

I love helping business owners like you get more bang for your buck out of your Microsoft 365 business subscription, so that you can focus on what you do best. It’s about saving time and energy, and making sure that your business processes fit with who you are, what you do, and how you work!

LET’S GET TO KNOW EACH OTHER:
🌱 Visit our website: www.thriveadmin.com
🌱 Join Microsoft Dynamos, my Facebook community: www.facebook.com/groups/microsoftdynamos
🌱 Looking to build your Microsoft 365 knowledge? Enrol in Microsoft 101, my fundamental introductory course to 12 of the apps in your Microsoft 365 subscription: www.microsoft101.com

Don't forget to subscribe to Thrive’s channel as it helps me to reach more people like you who want to work smarter with the tools they already have inside Microsoft 365!. I really appreciate your support.

DISCLAIMER
Links included in this description may be affiliate links. If you purchase a product or service using my link I will receive a small bonus or commission at no cost to you. I value integrity and won’t recommend anything I don't believe in. Everything shared on Thrive’s YouTube channel or on the website is created as a guide to help you with your business. It is not formal advice, and should not be treated as such. You must not rely on the information provided in Thrive’s videos or on our website as an alternative to legal, financial or business advice from an appropriately qualified professional. While I endeavour to ensure that the information in this video is correct, I do not guarantee its completeness or accuracy. The information and activities in this video rely on your ideas, decisions and actions in order to achieve your desired results. Therefore, I do not guarantee that following the guidance in this video will lead to any particular outcome or result. For full terms and conditions visit this page: www.thriveadmin.com/terms

Тэги:

#Microsoft_365 #Planner #workflow #tasks #working_style #system #process #change #labels #coordination #boards #schedule #organisation #business

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