by Jason C | Jun 12, 2022
In Donedesk, the Someday/Maybe view is labeled “Someday” and can be found under the Tasks To Do > more… tab.
by Jason C | Jun 12, 2022
Schedule a task for “someday” by setting the Soft Date to Someday.
by Jason C | Jun 12, 2022
Here we configure your TRO hotlist to support your daily reviews. This list shows you the tasks that are heating up and may need attention (based on the smart dates you entered when processing).
by Jason C | Jun 12, 2022
How you configure your TRO hotlist depends on which type of hotlist you have: Hotlist or “Hot” list. If it is configurable, show all tasks that are overdue (hard dates), and coming due (hard dates) within the next 3 to 5 days, plus all items already marked...
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...
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