Set Up the Unprocessed Tasks List

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...

Your Unprocessed Tasks List

The list of all tasks waiting to be processed. In Donedesk, the Work Stream and Unscheduled views—together—serve this function. (Work Stream is for triaging, Unscheduled is for deferring.)

Set Up the Weekly Review List

Choose a Weekly Review list 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 “Weekly Review”.