Daily Reviews

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...

“Ordering Your Do Today List”

(Optional.) In Donedesk, High priority means do this first, and Low priority means do this last. If you sort by Priority, the list automatically sorts by Smart Date next. Click Tasks To Do (left pane), then Must Do Today or Must Follow up Today. Click the Priority...

Set Up the Unprocessed Tasks List

In Donedesk, confirm your settings for the Unscheduled view (part of your Unprocessed Tasks list). Go to the General Preferences by clicking (upper right side) and selecting Preferences. Tasks are scheduled when they have the following: Check: A title (you know what...

Your Unprocessed Tasks List

The list of all tasks waiting to be processed. In Donedesk, the Work Stream and Unscheduled views—together—serve this function. (Work Stream is for triaging, Unscheduled is for deferring.)