Weekly Reviews

Here are the steps for your weekly review:

• Select your Weekly Review list, and make sure it is sorted correctly.
• If your Unprocessed tasks list does NOT enforce soft dates on all tasks:
  • Make sure all processed tasks have soft dates.
• ONLY if you use “this week/next week” soft dates instead of actual 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. (An ideal weekly review list hides these tasks.)
  • 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, set Someday/Maybe flag 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.