Next Actions

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....

Set up the Recent Tasks List

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”.

Large Projects in TRO

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...

Orphan Protection for Projects

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...