Monthly Reviews

Here are the steps for your monthly review: Review your Someday/Maybe list: Skim the list, looking for anything you might want to move out of Someday/Maybe. Schedule those items into the coming month (soft dates or hard dates). Delete any tasks that you no longer care...

Monthly Reviews

Here are the steps for your monthly review: Insert the next month’s daily planner pages. Transfer tasks from that monthly planner page onto their daily pages. Cross off that monthly page. Review your Someday/Maybe list: Skim the list and decide on anything you...

Set Up the Weekly Review List

To create a new Saved Search named Weekly Review: Click (left pane). Click New Search. Leave the selector at: Match All of the following criteria. The first line should read: Checked Off, then no. Change the next line to: Priority, is not, then -1Negative. Click (far...