If your team’s task lists, notes, and planning tools live in different silos — you're not alone. One uses sticky notes, another swears by their inbox, and someone has a “system” in Notion.
Microsoft already provides the tools to fix this: To Do, Planner, and OneNote. But the key is to structure them based on roles and flows — not just personal preference.
Here’s how to bring it all together:
1. Start with role-based templates.
Create a task structure for each function: assistant, project lead, admin. To Do handles individual tasks, while Planner tracks team progress.
2. Sync OneNote to your plans.
Build project notebooks that reflect real workflows: tabs for briefs, meeting notes, references, and templates. Link to tasks when possible.
3. Centralize recurring routines.
Use shared To Do lists for weekly check-ins, onboarding, or status updates. Automate recurring reminders where it helps.
4. Visualize team planning.
Planner boards give a bird’s eye view of responsibilities. Assign tasks, set due dates, and use labels to track categories (like “Needs Approval”).
💡 This post is connected to our Microsoft Templates – All-in-One Bundle (SFM01) – a ready-made kit for To Do, Planner, and OneNote to help you get organized fast.
[Explore it here]