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”.

Monthly Reviews

Here are the steps for your monthly review: Click (left pane). Click Someday tag. Go through the list and evaluate the tasks you now want to do.

Daily Reviews

Here are the steps for your daily review: Click (left pane). Click Future. Flag anything you intend to do today. Click (left pane). Click Today. Flag anything you intend to do today. Click (left pane). Click Past. Flag anything you intend to do today. Click (left...

Deadline Dates

Enter deadline dates right after the task name and/or project name. There, they advise but do not control you, like this:    Factory Proposal (4/30) / Verify funding (4/23) The “Verify funding” step has a hard deadline of 4/23 or the final...