Weekly Reviews

by | Jun 12, 2022

Here are the steps for your weekly review: Select your Weekly Review list. In Donedesk, this is the Neglected task view, visible in the All Tasks menu. Sort the list by Smart Date (if needed) so that the oldest dates appear at the top. Scan the list quickly, looking...

“Set Up Your Hotlist”

by | 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).

“Set Up Your Hotlist”

by | 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...

Daily Reviews

by | 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...