Daily Reviews

by | Jun 12, 2022

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...

“Ordering Your Do Today List”

by | Jun 12, 2022

(Optional.) In Donedesk, High priority means do this first, and Low priority means do this last. If you sort by Priority, the list automatically sorts by Smart Date next. Click Tasks To Do (left pane), then Must Do Today or Must Follow up Today. Click the Priority...

Using the Unprocessed Tasks List

by | Jun 12, 2022

The Scratchpad Collect thoughts, ideas, tasks, and assignments here. The first line (before pressing Enter) will be the task name, and all other text will be in the notes. Adding an email address will automatically delegate the task to that person. Collecting tasks...

Set Up the Unprocessed Tasks List

by | Jun 12, 2022

In Donedesk, confirm your settings for the Unscheduled view (part of your Unprocessed Tasks list). Go to the General Preferences by clicking (upper right side) and selecting Preferences. Tasks are scheduled when they have the following: Check: A title (you know what...