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 = Low Priority
    Soft Date = Due Date (required)
    Hard Date = Reminder Date w/alarm
    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