![]() ![]() ![]() Once OneNote syncs that project page move action and the flow is triggered, Power Automate/Flow automates the creation of the appropriate Area of Focus plan/board Project task/card (attaching that OneNote Page link to it) in Planner. I have 1 Flow/Power Automate flow set up for each area of focus (3) listening for the 3 designated OneNote sections trigger event of moving that newly captured Project Support Materials Page into them. My full system starts with Capturing in OneNote then I’ll change the new Project page’s name to a #tag_friendly_style. The only next actions in that list are the ones associated with a current active project. I like how light weight that makes my use of the app. I love the ding when I mark a next action as complete! I only have tasks coming into the “Assigned to You” smart list all other lists are empty. Now finally back to To Do, I love the UI (dark mode) and working off of that throughout the day is real pleasure. I use check lists sparingly but go to them when it makes the most sense (next actions that are almost like mini projects). All of my next actions live on separate individual tasks/cards because of how much more flexible it allows me to be (a la the aforementioned disdain with the Outlook task calendar/due date obsession). So on the NA Plan/board I can filter by project name/ID and see the project and all of its associated next actions in one view. I use the #tags for project name/ID and context because they work seamlessly across Panner and To Do. On the next actions board I manage all my next actions but also keep a project task/card with a link over to its duplicate area of focus project task/card which then has a link to the project’s specific OneNote “project support materials” page. I have 4 Plans/boards, my “Next Actions” plan/board and then 3 “Area of Focus” plans/boards which I manage my projects on. I’m really comfortable working off of a Kanban style board and I found the freedom of naming the buckets as workflow stages liberating. Then I discovered Planner and that changed everything for me. At first I tried Outlook+OneNote but found the calendar reliance of Outlook tasks too restrictive and I became annoyed after I discovered To Do and how “in-sync” it and Outlook are. I opted for the O/MS365 ecosystem for my system about a year ago when I was introduced to gtd. So I do all of the organizing and clarifying over in Planner and To Do is simply my slick, Next Actions UI. I use To Do strictly for my daily to dos leveraging the “Assigned to You” list with ONLY my next actions I’ve assigned myself to over in Planner. ![]()
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