What the Task Manager Fields Mean

by | Jun 12, 2022

In Trello, use the following methods to handle TRO features:

  • Assign soft date by moving the task to column Next Month, This Month, Next Week, or This Week.
  • Due Date is the hard date.

To assign a hard date:

  1. Click task
  2. Click Due Date (right pane)

  1. Click a date (pop-up)

  1. Click Save (pop-up)
  • Today column is the Do Today List.
  • Someday column is the Someday/Maybe list.
  • Deadline dates are entered in the card title (in parentheses) after the project name or next step.
  • Trello Board is the major context (life area).
  • Labels are used for meeting contexts, 1-1 contexts, and action contexts.
  • Projects and next steps are entered in the card title:
        Project Name – Next step.
  • Checklist is used for future next steps.

To create a checklist:

  1. Click task
  2. Click Checklist (right pane)

  1. Input checklist name in the title field (pop-up)

  1. Click Add
  2. One at a time, input next steps in the Add an item field, then press Enter or click Add (pop-up)
  3. Click anywhere when done adding next steps

To arrange next steps:

  1. Order next steps by dragging each item up or down

  1. Click anywhere when done ordering next steps
  • In each column, order today’s tasks by dragging tasks (up or down, next ones or most important at the top).
  • Email reminders are optional but not recommended.