Record both the project and the very next action in the task title, separated by a hyphen, like this:
Project name / Next Action
Cat shots / Call vet 555-1234
Remodel / Choose plumbing bid
Controller hire / W/F Midge to call
- The slash (with spaces in both sides) is important: it makes the action stand out visually.
- Future next actions go in the Note field. Do not rack your brain for all possible actions—just enter any you are already considering.
- (Optional) Handle multiple next actions at once by adding other records with the same Project Name.
- No orphan protection is needed—it is built in with this approach.
- No project list is available or needed. Rely on Search to find all tasks for a project.
When you finish a step, change the title. You will delete the completed step and replace it with the new next action. The project title remains consistent from start to finish.