by Jason C | Jun 12, 2022
Follow Up Regularly Follow up with people regularly, in scheduled meetings or occasional ad hoc discussions. It makes them feel accountable without being smothered by up-to-the-minute updates. In Donedesk, Tasks by Contact is your automatic 1-1 context list. It shows...
by Jason C | Jun 12, 2022
You might want to create a master list of contexts. These are the contexts you regularly choose from when you process tasks. You are not limited to this list, but a master list ensures that contexts will always be available to choose from, even if they are not used...
by Jason C | Jun 12, 2022
Donedesk already has all the special views you need for TRO. You do not need to set up custom views.
by Jason C | Jun 12, 2022
The Must Do Today and Must Follow up Today lists in Donedesk–together–are your Do Today list(s). These are tasks whose Hard Date is today or earlier. The Must Do Today list shows all tasks (or next steps) you are responsible to complete by the end of...
by Jason C | Jun 12, 2022
In Donedesk, add a task to your Must Do Today list my setting the Hard Date to today.
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