by Jason C | Jun 12, 2022
Templates are an optional feature of TRO. Most people do not use templates, but they are a huge timesaver if you have critical projects that you repeat over and over. For example: signing up new clients, sales processes, training steps for new employees, applying for...
by Jason C | Jun 12, 2022
You selected Outlook 2007, a Windows program that is fully TRO-capable. It is a common corporate tool, but Outlook 2010 is better because of its ultra-fast searching and built-in email conversation threading. Outlook includes a good task list manager with...
by Jason C | Jun 12, 2022
W/F = Follow Up W/F means “If I haven’t heard back, I’m going to follow up.” Set up the WF list in Astrid. Click the button. Type WF in the List name field. Click the button. Press F5 to refresh the screen. Following Up on Delegated Tasks If...
by Jason C | Jun 12, 2022
Delegation = Asking To delegate, just ask them if they will do it. Asking allows them to say “yes,” which increases buy-in. If they have concerns, it makes it safe to discuss them, so you get a good handoff instead of a fumble. Delegate an Assignment 1....
by Jason C | Jun 12, 2022
How to track and follow up on delegated tasks in Astrid. (Use the WF list and process with smart dates for the follow-up day.)
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