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...

Your Recent Tasks List

by | Jun 12, 2022

This view is a great place to search for lost tasks. It should show ALL of your tasks, including completed and deleted ones, with recently-edited ones on top. If you change a task and it disappears from your list, look or search for it here.

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...