Set Up the Someday/Maybe List

by | Jun 12, 2022

Choose a Someday/Maybe view method and make sure it is easy to access, with a single click, without defining search terms each time. If you need to define and save a custom view, do it now and name it “S/M” or “Someday/Maybe”.

Your Someday/Maybe List

by | Jun 12, 2022

In Donedesk, the Someday/Maybe view is labeled “Someday” and can be found under the Tasks To Do > more… tab.

Someday/Maybe

by | Jun 12, 2022

Schedule a task for “someday” by setting the Soft Date to Someday.

“Set Up Your Hotlist”

by | Jun 12, 2022

Here we configure your TRO hotlist to support your daily reviews. This list shows you the tasks that are heating up and may need attention (based on the smart dates you entered when processing).

“Set Up Your Hotlist”

by | Jun 12, 2022

How you configure your TRO hotlist depends on which type of hotlist you have: Hotlist or “Hot” list. If it is configurable, show all tasks that are overdue (hard dates), and coming due (hard dates) within the next 3 to 5 days, plus all items already marked...