Forum Discussion
Boss and assistant - best practices to manage mail/tasks/documents from one view
Hi everyone,
i am searching for best practice for an assistant / boss work.
Aim:
The boss has a single view of the tasks he has to do or what others need to deliver.
No copy and paste of mail topics, files, or other stuff
Sync of "done" flags from mails into the task board
As "To Do" is only looking into the primary mail account of a user account - this is not the solution.
But it is basically what i want.
A shared Todo list where you can prioritize tasks.
How to achieve that with MS Tools (E5 license)? Do i need PowerAutomate and MS Lists?
BR
Stephan
3 Replies
A Plan(er) for the group of direct response users of the manager perhaps?
But how to achieve the syncing of flagged mails?
Uh, was about to say to create them in the Group/Plan, but I see it doesn't fit your requirements. I suppose some sort of a Flow might work?
