Hover over highlighted terms for details.
- Record Next Step
Project – Next Step (required)
W/F step if delegated - Add Notes
(Only to clear my mind; write on project page under Projects tab, or refer to a dated notes page)
Future Steps, including R/B (simplest projects only have the Next Step)
[Filing Location]
History/Ideas/Documents - Schedule Next Step
Someday/Maybe = write task at bottom of major context tab (S/M)
Soft Date = write task near top of major context tab, in rough order (required)
Hard Date = also write task on that day’s daily tasks
Deadline = (MM/DD) or (DD/MM)
Do Today = also write task on that today’s daily tasks
Calendar (if 30+ min. or set time) - Contexts for Next Step
Major Context = write in major context tab (AND on hard date page: abbrev. context next to task name) (required)
Meeting Context = write in meeting context tab
1-1 Context = write in 1-1 context tab (AND on hard date page: abbrev. next to task name)
Action Contexts = write in action context tab (AND on hard date page: abbrev. next to task name) - Done Processing = check the box, move paper clip
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