Tasks & Project Flow

Practical training in Global Tasks, Microsoft To Do and Planner, Asana, Monday.com, Tiimo, Motion, Sunsama and Calendly — helping you organise tasks, deadlines and daily schedules.

Building a realistic daily and weekly plan

Task and planning tools often fail when they have too many boards, tags or notifications. In training we set up a straightforward way to capture actions, break larger pieces of work into smaller steps, and plan realistic focus blocks alongside your meetings.

Each software package is taught in its own dedicated session (our standard booking is a three-hour half-day per package, and shorter sessions for an individual package are available on request), delivered remotely across the UK or on site by arrangement, with two weeks of follow-up support included with every training package.

What you'll practise

  • Turning emails and meeting actions into a clear task list and calendar plan
  • Setting up list, board and timeline views that suit how you work
  • Configuring working hours, reminders and notifications so they support focus
  • Creating simple checklists and templates for recurring projects
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Tools covered

  • Global Tasks: breaking work into small steps and planning time for each, in an app designed with dyslexia and ADHD in mind
  • Microsoft To Do and Planner: one list for your own tasks and shared plans for team work, linked to Outlook and Teams
  • Asana: tracking projects and deadlines with your team, in the list or board view that suits you
  • Monday.com: shared boards and workflows, with views and notifications set up to help rather than overwhelm
  • Tiimo: a visual daily plan with timers and reminders, for time awareness and getting started on tasks
  • Motion: an AI planner that schedules tasks around your calendar, deadlines and preferred working hours, and re-plans when the day changes
  • Sunsama: a guided daily planner that brings tasks, emails and meetings together into a realistic plan for today
  • Calendly: booking meetings without back-and-forth emails

Free quick-start guides: Asana · Motion · Sunsama

Related: Productivity · AI Copilots

FAQs

We look at what your employer already uses (such as Microsoft 365, Asana or Monday.com) and what your assessment recommends, then focus on a simple setup you can maintain each day.

Many of them can. Where supported by your account and organisation's IT policies, we show you how to turn flagged emails into tasks and block time on your calendar.

Yes. Most sessions are one-to-one around your own workload, and we can also run focused workshops for small teams.
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