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)
Future Steps (incl. R/B)
[Filing Location]
History/Ideas/Documents - Schedule Next Step
Someday/Maybe = List: S/M
Soft Date = Priority !!!=this week, 2=next week, 1=this month, o=later (required)
Hard Date = Due Date
Deadline = (MM/DD) or (DD/MM)
Do Today = Due Date is “today”
Calendar (if 30+ min. or set time) - Contexts for Next Step
Major Context = List: (Work), (Family) (required)
Meeting Context = List: -Staff, -Managers
1-1 Context = List: 1Joe, 1Sue
Action Contexts = List: Calls, Errands - Done Processing
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