Start 2026 With Systems That Actually Work
The Microsoft tools you’re not using (but should be)
Turn scattered tasks into streamlined systems with tools already in Microsoft 365.
If your team’s tasks live everywhere—emails, sticky notes, hallway conversations—this session is your productivity reset. We’ll walk you through the four Microsoft 365 tools that can transform how your team organizes, tracks, and automates work: Planner, To Do, Loop, and Power Automate.
By the end, you’ll know exactly how to streamline task management, automate repetitive work, and keep everyone aligned without constant check-ins.
What you’ll learn
Planner 101: Build structure your team will actually follow
Create boards, buckets, and assignments that make sense
Use Labels & Priorities to keep projects on track
See real examples for operations, IT, HR, and leadership
Microsoft To Do: Your personal command center
Manage daily tasks more effectively
Integrate To Do with Outlook + Planner for one unified task list
Reduce mental load with simple consistency habits
Loop: Collaborative work that stays in sync
What Loop really is—and why it’s not “just another tool”
Co-edit tasks, notes, and components in real time
Use cases for managers, leads, and SMB workflows
Power Automate: Put repetitive work on autopilot
Build simple automations in minutes
Examples: reminders, recurring tasks, approvals
Connect Planner, To Do, Teams, Outlook, and more
Why Start the Year With This Webinar?
Because the difference between a frantic year and a focused one usually comes down to systems. This workshop gives your team the structure, tools, and automations to start strong—and stay that way.
Watch the Recording
Missed the live session? Watch the full webinar below and start 2026 organized, aligned, and far less stressed.
