Microsoft To Do | Getting Things Done - Set up a Weekly Review

Today we're going to show you how you can implement David Allen's popular productivity method 'The Weekly Review' (described in his book 'Getting Things Done') with recurring tasks in To Do. We'll also be protecting our Review time using Focus Time with the Viva Insights app in Teams.

If you want to get up and running in To Do, we have a course called To Do Essentials in our online school. Click here for more details:

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TIMESTAMPS:
00:00 Intro
00:23 The Weekly Review
00:49 Set up the tasks in To Do
04:19 Schedule time with Outlook
04:48 Schedule 'Focus time' with Viva Insights in Teams
05:44 Start your review
06:23 Outro

🎵 MUSIC: Interchange by Public Memory

🤝 CONNECT WITH US:

[TUC]

Adding this video to my To Do list so I can add these steps to my To Do I'm in a loop. :)

[dayapower]

Thank you for the instructions. I've shared them with my team and our Scrum Master community. This should get you a few more clicks and fans.

[daviddutymentor]

I really like your idea of the Weekly Review, setting up three areas for that with specific steps for each one. Well done.

[michellebradshaw]

I use the Viva Insights and it's really helped me block out time to focus on stuff and deal with emails. It also recognises when I need to set a reminder to chase something that I mentioned in another email, pretty clever AI stuff

[alisandejj]

Matt, this is really great. I actually do all of these things, but not in such a formalized manner. I have heard of GTD but (sadly) never gotten around to actually reading the book. I'm going to try your method of doing this with these more deliberate steps and also on a Friday. Thank you!

[vincevansteen]

Hey Matt! Have been doing this for 2 years or so, works very well! My list is mainly what you call get current, plus the someday maybe. The first part to capture everything I do a few times during the day, not once per week.

[wannabedal-adx]

So if you create the task within Outlook (for desktop) you can click and drag that to the calendar and tie the meeting and task info together. I love the click, drag, and create meeting feature in Outlook. I prefer that for something like this then setting up tasks separately in To Do (I know they eventually sync up). I only wish MS Outlook could read into the email or task and set (or suggest) the start date or time to details in the email or task. I mean I know Microsoft is reading our emails anyway, so help us out a bit!!

[michaelbusillo]

Hi Matt, new to the channel and excited to dive into all the great content. Question: do you separate your work tasks and projects from your personal ones, or do you keep it all in one system? If separate, do you use To Do for both systems? At work, I'm in Windows and M365 all day, but I use MacOS/iOS to run everything in my personal life. Still figuring out the right solution for managing both worlds seamlessly.

[dayapower]

I've added the "improvements" (staying good and getting better through constant learning) to "my" Weckly Review list:
- Get improuvet NOW - Learn somthing today
- Get improuvet mid-term - Plan the next improuvement step(s)
- Get improuvet long-term - Plan / Do / Check / Adjust your improuvement plan

[malasatsangi]

Please let us know which mic you use to create your videos. Your sound quality is really good. Thanks for two in one GTD and To Do guide. Really very good.

[avantxz]

GTD - great process for keeping in control of life....
Do you know if there a way to link the weekly task in To do with the weekly meeting in Outlook?

[BG-qihs]

Why not simply create those headings and steps in your recurring outlook event? Seems like additional work just to create a list to check off.

[ogdanem]

Q. how can you track projects? say you have sent a response to a customer and add a to-do to follow it. Do you create a customers list or each customer is a list?

[warrenjoseph]

Wunderlist (which was this program before Microsoft bought it) was being frequently developed and felt fresh. “To Do” has become rather generic. Simple thing like not a single new background has been added since the Microsoft takeover. Nor has any new features that I am aware of. Why buy a forward thinking program just to stagnate it?

[Gazzaroo]

Lose not loose. Couldn’t help myself sorry

[tmarkussen]

Lol this is for people who are not busy in real life!

[corgikun]

instead of interrupting us every, single, minute, why don't you save your self-promotion for the very end and let us watch the video. thank. you.