by Jason C | Jun 12, 2022
Your daily review ensures that today’s schedule and workload are realistic. Do it first thing every morning when you wake up (not when you go to work). Daily reviews give you quick visibility on your “must do” tasks and appointments for the day, plus...
by Jason C | Jun 12, 2022
Here are the steps for your daily review: Check your calendar. Open your calendar, review all scheduled appointments for the day, and glance over today’s strategic calendar. (15 seconds.) Clear old APPOINTMENT reminders if you have honored them. (15 seconds.) Go...
by Jason C | Jun 12, 2022
Following Up Using W/F Steps W/F = Follow Up W/F means “If I haven’t heard back, I’m going to follow up.” It counts as the verb when naming tasks or next actions. Rename next action names to start with “W/F” if you are waiting for...
by Jason C | Jun 12, 2022
If You Assign the Task via Donedesk Automatic Follow-Up You can set automatic follow-up options that make sure you get a report—or Donedesk will ask them. When they complete the task, you are automatically notified so you can re-process. Follow-up steps are automatic...
by Jason C | Jun 12, 2022
How to make sure you report back on assignments. (Enter a “R/B” step as the last step of the assignment and process normally.)
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