Effective Task Management: Tools and Techniques for Busy Professionals

Level Beginner
Duration 2 hours
Delivery virtualVirtual

Do you struggle with managing a growing list of tasks, action items, and projects? This training is designed to help you organize, prioritize, and track your work efficiently using proven strategies. Learn how to master task management with Microsoft 365 applications like Outlook, To Do, and Planner. Participants will discover actionable strategies to improve focus, integrate tasks and priorities into their weekly schedule, and enhance their productivity.

Course Overview

Course Outcomes

  • Understand and Manage Task Types: Learn the different types of tasks and how to approach and prioritize them effectively.
  • Overview of Productivity Tools: Explore the benefits of digital task management tools, including Outlook, To Do, Planner, and OneNote.
  • Track and Maintain Task Lists: Discover how to create, update, and sustain task lists to stay productive.
  • Utilize Microsoft 365 for Task Management:
    • Outlook: Manage and schedule tasks using the calendar, flags and task lists.
    • To Do: Track personal tasks, create to-do lists, set reminders, and organize action items.
    • Planner: Collaborate with teams, track delegated tasks, and manage projects using visual boards and timelines.
  • Four Steps to Task List Success: Learn a proven system for creating and maintaining actionable task lists.
  • Use Your Calendar Effectively: Integrate tasks into your daily and weekly schedule to ensure they get done.
  • Track Projects and Sub-Tasks: Discover how to break down larger projects into manageable sub-tasks using electronic tools.
  • Delegation Strategies with Planner: Learn best practices for managing and tracking delegated tasks and responsibilities with Microsoft Planner.
  • Overcome Common Task List Pitfalls: Understand the top reasons task lists fail and how to avoid them.
  • Focus and Multitasking Techniques: Gain strategies to improve concentration, reduce distractions, and multitask efficiently.
  • Optimize Your Working Zone: Identify your best working times and environments to tackle the right tasks at the right time.

Business Need

Organizations today face the challenge of maximizing productivity from their most valuable asset: their people. Empowering employees with organizational and productivity skills is essential to help them reach their full potential. By learning to manage tasks and time more effectively, employees can achieve their job objectives while reducing stress and preventing overwhelm.


Course Schedule

Typical Course Duration

Virtual: 2 hours

Delivery Methods

Number of participants

  • virtual: 30

Course Details

Field of Study:

Productivity and Efficiency

Course Level:

  • Beginner

Learning Methods:

  • Exercises/Activities
  • Interactive Discussion

Equipment:

  • CI's virtual platform

Suggested Prerequisites

None

This Course

Effective Task Management: Tools and Techniques for Busy Professionals

Recommended Follow-up

Productivity and Efficiency - Basic
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