Recurring tasks

Although Outlook supports recurring tasks, don’t use the feature. It can be unreliable and confusing in some situations. Instead, use this simple approach: Create a task normally. At the very end of the task name, add: (REPT). This reminds you that the task...

Set up the Recent Tasks List

You learned these steps when you configured the All Categories view, so this view can be set up quickly. Go to the Tasks view (using the Navigation Pane). Go to the Task view manager. Highlight All Categories. Copy and rename it “Recent Tasks”. Select This...

Next Actions

Enter the next action in the task Subject, after the project name, like this:    Project Name – Next Action Handle multiple tasks at once by adding other tasks with the same “Project Name”. Future next steps are kept in the...

TRO Projects

Nothing Falls Through As you complete each project step, you will re-process the task, choosing a next action and adjusting the contexts and dates accordingly. Only mark it as complete when the entire project is finished. This way, projects can’t stall and your...