Here are the steps for your daily review:
- Check your calendar. Open your calendar, review all scheduled appointments for the day, and glance over today’s strategic calendar. (15 seconds.)
- Clear old APPOINTMENT reminders if you have honored them. (15 seconds.)
- Go through your Hotlist. Mark tasks as Do Today (if you will do them today) by dragging the task color bar to the DO TODAY queue at the left. (30 seconds)
- Go through your This Week list. Mark tasks as Do Today (if you will do them today) the same way. (30 seconds.)
- Validate today’s tasks. Look through your Do Today list, and re-process or reschedule any tasks you aren’t going to do today. (< 2 minutes.)
- Check for 30+ minute tasks/steps. All tasks/steps that may take 30+ minutes should already be budgeted in today’s calendar. If not, add them with tentative appointment times. (1 minute.)
- Reality check. Make sure your Do Today list is at least 80% doable today, and make sure your schedule is still realistic, with flexible time between appointments. Reschedule or disenagage if needed. (20 seconds.)
- Order today’s tasks. (Optional.) In the DO TODAY list, drag and drop tasks in the rough order they should be done.
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