Daily Reviews

Here are the steps for your daily review: Check your calendar. Open your calendar, review all scheduled appointments for the day, and glance over today’s strategic calendar. (15 seconds.) Clear old APPOINTMENT reminders if you have honored them. (15 seconds.) Go...

Daily Reviews

Here are the steps for your daily review: Check your calendar. Open your calendar, review all scheduled appointments for the day, and glance over today’s strategic calendar. (15 seconds.) Clear old APPOINTMENT reminders if you have honored them. (15 seconds.) Go...

“Ordering Your Do Today List”

(Optional.) In Donedesk, High priority means do this first, and Low priority means do this last. If you sort by Priority, the list automatically sorts by Smart Date next. Click Tasks To Do (left pane), then Must Do Today or Must Follow up Today. Click the Priority...

Set Up the Weekly Review List

Choose a Weekly Review list method and make sure it is easy to access, with a single click, without defining search terms each time. If you need to define and save a custom view, do it now and name it “Weekly Review”.