Next Actions

Enter the very next action in the task name, after the project name, like this:

TRO Projects

Record both the project and the very next action in the task title, separated by a hyphen, like this: Project name / Next Action Cat shots / Call vet 555-1234 Remodel / Choose plumbing bid Controller hire / W/F Midge to call The slash (with spaces in both sides) is...

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...