by Jason C | Jun 12, 2022
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 from the Office Reminders window if you...
by Jason C | Jun 12, 2022
Here are the steps for your daily review in Remember the Milk: 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...
by Jason C | Jun 12, 2022
Following Up Using W/F Steps W/F = Follow Up W/F means “If I haven’t heard back, I’m going to follow up.” It counts as the verb when naming tasks or next actions. Rename next action names to start with “W/F” if you are waiting for...
by Jason C | Jun 12, 2022
If You Assign the Task via Donedesk Automatic Follow-Up You can set automatic follow-up options that make sure you get a report—or Donedesk will ask them. When they complete the task, you are automatically notified so you can re-process. Follow-up steps are automatic...
by Jason C | Jun 12, 2022
How to make sure you report back on assignments. (Enter a “R/B” step as the last step of the assignment and process normally.)
Recent Comments