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 = Tag: sm
Soft Date = Priority 1=this week, 2=next week, 3=this month (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 = Tag: +work, +personal, +family (required)
Meeting Context = Tag: -staff, -allhands, -managers, -pec.
1-1 Context = Tag: 11john, 1suesmith, 1amyz, 1amyw
Action Contexts = Tag: calls, errands
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