Create Your Templates List
- Click + New List (bottom, left pane).
- Click New Area (pop-up)
- Enter Templates in the New Area … field.
- Press Return.
Here are the steps for making and using templates:
- Click (left pane).
- Create a task with a good name, followed by the first step:
New Prospect / Record info in contacts list
- Next Steps. Enter the full list of next steps in the task notes. Enter them in roughly the order you need to do them:
Follow-up call or email
Determine needs and interests
Prepare custom information packet
Ask John to review/send packet
W/F client acknowledge packet (call if no response)
The next time you need to perform this project, switch to the Templates list, copy that task, and move (drag and drop) it to (left pane). Change the title so it is specific to this particular project:
Trevor Smith / Record info in contacts list
Then, process the task/project, set a date for the next step, Be sure to remove the Templates flag if you are copying from a template task.
When the first step is completed, you will re-process normally. All other steps in that project are poised and ready for their turn.