A: To process the task for your Federal 1120 form, enter these values:
Subject: Task name: 1120 Tax Form (3/15) – Call Susan for financials 555-1234
(or 1120 Tax form (3/15) – W/F financials from Susan if you already called her)
Major Context: Category: (Work)
Meeting Context: Not needed
1-1 Context: Category: 1Susan
Action Contexts: Category: Calls (unless you already called her)
Soft Date: Due Date: Any date between now and three weeks from now is fine.
Hard Date: Reminder Date: About 2-3 weeks from now, but no sooner than the soft date. This gives you time to contact her and correct the problem if you haven’t received the financials. Set the reminder alarm (to notify you to move the task onto your Do Today list).
Deadline: (3/15) in the Subject, right after the project name.
Notes: [Deferred] (Optional, to indicate that you put the form into the Deferred slot in your desk trays.)