by Jason C | Jun 12, 2022
Easily Capture Next Steps Small, Unshared Projects Enter the very next action in the task name, after the project name, like this: Project – Next Action Fire insurance – call Thomas for quote (555-6765) Only record the very next action in the task title....
by Jason C | Jun 12, 2022
Configure your list of recently-modified tasks.
by Jason C | Jun 12, 2022
Choose a Recent Tasks 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 “Recent Tasks”.
by Jason C | Jun 12, 2022
In Donedesk, use the following methods for shared projects or large projects of 20 more steps. Create a workspace for the project. All tasks associated with the project must be assigned to this workspace, though they can be assigned to other tags and workspaces as...
by Jason C | Jun 12, 2022
How Small Projects Work As you complete each project step, you re-process the task, choosing a new next action and adjusting contexts and dates. Only mark it complete when the entire project is finished. This way, projects can’t stall and your weekly reviews are...
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