Here are the steps for your weekly review:
- Select your Weekly Review list, and make sure it is sorted correctly.
- Make sure all processed tasks have soft dates.
- Adjust soft dates as needed. (Move “next week” up to “this week,” “next month” up to “this month,” etc.)
- See if you have a large number of “this week” or sooner tasks. If so, evaluate why. Do you need to change how you assign soft dates?
- Scan the list quickly, looking for neglected or out-of-place tasks:
- Ignore tasks with hard dates if they appear in your list. You will be notified about them at the right time.
- If a task is getting “hot” and needs more attention, give it a hard date with an appropriate soft date. This is the main purpose of your weekly review.
- If a task is already done, re-process or mark it as completed.
- If a task is no longer important, add to the Someday/Maybe list or delete it.
- If projects or large projects do NOT have orphan protection:
- Make sure all active projects have live next steps.
- Glance over your calendar for the upcoming week. Just get a quick idea of what is coming up.
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