Deferring Recap

Hover over highlighted terms for details. Record Next Step Project / Next Step (required) W/F step if delegated Add Notes (Only to clear my mind) Future Steps (incl. R/B) [Filing Location] History/Ideas/Documents Schedule Next Step Someday/Maybe = Low Priority Soft...

What Processed Means

When properly configured, Outlook keeps tasks in your Unprocessed Tasks view until they have a category and a date of some kind (Someday/Maybe and Do Today both count as dates). Templates are treated as processed.

Quick Collecting Tip

In the Tasks view, click the line at the very top that says “Click here to add a new task.” Type in a short description of the task, taking time to add any relevant information, such as phone numbers, dates, filing locations, etc. If you need to take...

Quick Collecting Tip

Click the “add a new task” box at the top of the Tasks list, and enter just the task name.

Collecting Tasks

To collect quickly in Outlook, click the Add New Task line at the top of Outlook’s Tasks view, and record the idea. Ten seconds.