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Power Automate / Flow - Choose your task management tool Tutorial

Are you overwhelmed by inefficiencies in task management? Discover how to choose the right tool in Microsoft 365! This video explores how various features like Outlook, Forms, Teams, and Planner work together to streamline your workflow, ensuring effective collaboration and organization. Unlock the full potential of your tasks and elevate your productivity!

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Available in Microsoft365

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It explains how the different tools complement each

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other to define a single entry point,

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a reliable register,

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a collective execution space,

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a conversation place,

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and a personal management view.

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The following tutorials will detail the

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practical implementation of each function.

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The suite offers several components with complementary functions.

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Outlook converts emails into personal tasks through tagging,

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retaining the link to the original message,

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and can automatically feed the register through an automation flow.

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Forms standardize the collection of structured requests,

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particularly from external contacts.

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Teams allows the creation of tasks directly from conversations

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to preserve the decision making context.

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Microsoft List is the business register where structured data,

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clients,

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priorities,

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statuses,

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deadlines,

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and responsible parties are recorded.

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It offers customizable columns,

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multiple views,

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and conditional formatting rules.

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Planner provides the collective execution space where actions are visible,

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assigned,

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and dated with views by category,

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by person,

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or by deadline.

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Loop allows co-authoring of collaborative

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frameworks directly in the conversational space

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to do consolidates tasks from different sources and personal reminders

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into a single daily management interface.

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When work requires advanced features,

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dependencies,

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GAT timelines,

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milestones,

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sprints,

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premium capabilities are accessible with the appropriate license.

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Specifically,

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here's the recommended way to structure the arrival of requests

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and their execution in the tool.

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For requests coming from various or external sources,

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prioritize the standardized form

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for requests mainly arriving by email,

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use messaging and automatically convert them

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into structured records.

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The register becomes the business reference

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with homogeneous and filterable data.

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The actions created from this register make the work visible in the execution space

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correctly assigned and dated.

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The exchanges take place in the conversational space

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always linked to the relevant element.

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When needs evolve towards managing complex projects,

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activating advanced features maintains methodological consistency.

Mandarine AI: WHAT YOU SHOULD KNOW

RELATED COURSES This tutorial is part of the following courses

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Video Training Microsoft 365 - Choose your task management tool

Discover how to structure task management in Microsoft 365 by combining Outlook, Lists, Planner, Loop, and To Do for smooth and centralized ...

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