Hover over highlighted terms for details.
- Record Next Step
Project – Next Step (required)
W/F step if delegated - Add Comments
(Only to clear my mind)
Future Steps (incl. R/B)
[Filing Location]
History/Ideas/Documents - Schedule Next Step
Someday/Maybe = Category: S/M (and Status: S/M)
Soft Date = Start Date (required)
Hard Date = Due Date
Deadline = (MM/DD) or (DD/MM)
Do Today = High Priority
Calendar (if 30+ min. or set time) - Contexts for Next Step
Major Context = Category: (Work), (Family) (required)
Meeting Context = Category: @Staff, @Managers
1-1 Context = Category: 1Joe, 1Sue
Action Contexts = Category: Calls, Errands - Done Processing = Status: Active or S/M
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