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