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