by Jason C | Jun 12, 2022
A template is a project for a set of steps you want to repeat without re-entering the steps each time.
by Jason C | Jun 12, 2022
Creating Templates Here are the steps for making and using templates: Create the Template. Create a task or notebook item with a good name, followed by the first step: New Prospect / Record info in contacts list Next Steps. Enter the full list of next steps in the...
by Jason C | Jun 12, 2022
Look in the help information for your task manager and learn how to print. Printing options can include: Daily task list (a Do Today list on the road) All tasks for a context (for doing certain types of things as a group) Hotlist (helps with daily review on the road)...
by Jason C | Jun 12, 2022
Click details for instructions on printing with your task manager.
by Jason C | Jun 12, 2022
You should know how to print your task list, even if you have a good mobile device or planner, since even the best ones fail or get lost. When On The Road If you will be without a mobile device, use paper printouts to stay focused on the road. Print your Do Today list...
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