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Many professional and financial services businesses are under pressure to work more effectively. Whether it’s due to recruitment challenges, increased operating costs or skyrocketing client expectations, working smarter and more efficiently is a goal most firms aspire to but struggle to achieve.

There is however a powerful toolkit present in Microsoft 365, overlooked by many businesses, that allows you to manage personal to-dos, team projects and to delegate and track work. Join our webinar to discover how to transform your work habits using Tasks, To-Dos, and Planner within Microsoft 365 and Teams and integrate all your task management tools in one place.

Why you should attend

  • Learn how to create, manage, and prioritize tasks efficiently.
  • Discover the benefits of a unified platform for personal and team task tracking.
  • Explore practical examples of how Teams can simplify project management.

What you get out of it

  • Better organization: Gain insights into how to stay on top of daily to-dos and larger projects.
  • Increased productivity: Use tools within Teams to reduce stress and save time.
  • Practical skills: Get hands-on tips for integrating Tasks, To-Dos, and Planner in your workflow.

About Microsoft 365  Tasks

  • Microsoft tasks and planner are integrated throughout the Microsoft 365 platform.
  • Traditionally they were accessed via Outlook but this has changed dramatically.
  • These features are all included as standard in the basic Microsoft 365 licenses.

ABOUT THE SPEAKERS

Matt Taylor, Technical Director, Pro Drive IT

With over 25 years of experience in the IT industry, Matt is a distinguished expert in the Microsoft productivity suite of applications. His extensive knowledge and practical insights have made him a trusted advisor to Professional Services, Financial Services, and Legal firms, helping them harness technology to enhance their business operations.