“Delegation”

Use “Task Sharing” Features with Caution Many collaboration features mean well but are poorly implemented for team TRO or GTD. Problems include: losing control of the assigned task (so it is stuck in your lists without being able to re-process it),...

“Delegation”

Do NOT use Outlook’s Assign Task Feature Outlook’s Assign task feature may seem like a nice idea, but it is horribly implemented. You lose all control of the assigned task, so it is stuck in your lists without being able to re-process it. Don’t use...

“Delegation”

Do NOT use Toodledo’s Assign Task Feature Toodledo’s Assign Task feature may seem like a nice idea, but it is poorly implemented. Permissions and sharing are convoluted, you lose control of a task when you assign it, you cannot count on seeing which tasks...

Set Up the Someday/Maybe List

Choose a Someday/Maybe view 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 S/M or Someday/Maybe.

Set Up the Someday/Maybe List

You learned these steps when you set up the All Categories view, so this view can be set up quickly. Make sure that you are viewing your Outlook Tasks. Go to the Task view manager. Highlight All Categories. Copy and rename it “S/M”. Select This folder,...