Project Templates

Templates are an optional feature of TRO. Most people do not use templates, but they are a huge timesaver if you have critical projects that you repeat over and over. For example: signing up new clients, sales processes, training steps for new employees, applying for...

Create a [Process Later] Folder for Email

Decide whether you need a [Process Later] folder for your email. You need it ONLY IF: Your task list does not easily convert emails to tasks, and you get a lot of tasks by email. This can bog down email processing unless you use a [Process Later] folder....

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[Read/Review] is a special folder for emails that you may want to read later. These “May Do” readings are common and useful, but they can clog up your Inbox. To prevent that, triage them into the [Read/Review] folder to get them out of the way until you...

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Caution Advised Know what you are doing before you sync—it can corrupt your data. Back it up and read all syncing software directions first! Some email services need special instructions (and setup) to sync them with your smartphone. Others are always accessed online,...

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Refer to your calendar publisher’s web site or help files for installation instructions.