Set Up the Templates List

by | Jun 12, 2022

Choose a Templates 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 “Templates”.

Your Templates List

by | Jun 12, 2022

The Templates list lets you quickly browse all Templates you created. Templates must not appear in any other lists. They should stay out of your way until needed.

Flag Tasks as Templates

by | Jun 12, 2022

When you flag a task as a template, you save it to use over and over. It stays on the Templates list where you can easily copy it when you need it.

Flag Tasks as Templates

by | Jun 12, 2022

Designating a task as a Template should remove it from your normal lists with no further action on your part. However, you should still be able to assign contexts to templates if you want. Templates should appear in their own list, as a group. Possible options for the...