by Jason C | Jun 12, 2022
In Donedesk, unprocessed tasks collect in two places: The Work Stream The Work Stream contains all updates, newly assigned or completed tasks, and task communication. It contains the Triaging half of of your Unprocessed Tasks list. In other words, just triage items...
by Jason C | Jun 12, 2022
“Neglected Task” View In Donedesk, your Weekly Review list is the Neglected view. Go to Tasks To Do, click “more..” at the bottom, and choose Neglected from the list. No additional setup is required. The list should be sorted with the...
by Jason C | Jun 12, 2022
Here are the steps for your weekly review: Select your Weekly Review list. In Donedesk, this is the Neglected task view, visible in the All Tasks menu. Sort the list by Smart Date (if needed) so that the oldest dates appear at the top. Scan the list quickly, looking...
by Jason C | 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).
by Jason C | 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...
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