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
Notes Icon Notes in Full Task View In Donedesk, you can access the notes two ways: Click the notes icon. Open the full task view. The notes icon is not always visible, so you will want to be familiar with both methods. If you want to add the notes icon to a particular...
by Jason C | Jun 12, 2022
Refresh your Unprocessed Tasks list when needed. Tasks you triage in the Work Stream or process (Unscheduled list) will automatically disappear. If you processed tasks correctly but they do not leave the Unscheduled list, make sure you set up your Unprocessed Tasks...
by Jason C | Jun 12, 2022
In Donedesk, change the Status to Completed or open the task and click Completed at the top. (Caution: If you completed a next step, you need to reprocess instead of marking complete.)
by Jason C | Jun 12, 2022
Specifically, to be counted as processed, tasks need (at least): a major context, and a soft date or Someday/Maybe. It should also include (as needed): 1-1 contexts or automatic delegation tracking, meeting contexts, action contexts, task notes, and a few next steps...
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