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Efficiency Best Practices for Microsoft 365
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This is a summary of how to execute various types of work effectively using the right tools in the right place.
Figure 9.2–Types of work
The best place for all pending work is Outlook tasks (or To Do app tasks). Use delegation from Outlook tasks. Convert emails to tasks. Outlook tasks and the To Do app sync with each other. The To-Do List folder in Outlook is the same as the Flagged Email area in the To Do app.
Input, clarification, an answer to a query, an opinion – think, is it urgent or not? If it's not urgent, send an email. If it's urgent, use a phone call or chat. If you want to remember the discussion, using a Teams chat is better. You can start an audio call in Teams and capture notes in the chat at the same time.
If it's not urgent, use email. If it's urgent, use a Teams chat...
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