Set up the Recent Tasks List

You learned these steps when you configured the All Categories view, so this view can be set up quickly. Go to the Tasks view (using the Navigation Pane). Go to the Task view manager. Highlight All Categories. Copy and rename it “Recent Tasks”. Select This...

Next Actions

Enter the next action in the task Subject, after the project name, like this:    Project Name – Next Action Handle multiple tasks at once by adding other tasks with the same “Project Name”. Future next steps are kept in the...

TRO Projects

Nothing Falls Through As you complete each project step, you will re-process the task, choosing a next action and adjusting the contexts and dates accordingly. Only mark it as complete when the entire project is finished. This way, projects can’t stall and your...

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 from the Outlook Reminders Window if you...

“Hotlist for Daily Reviews”

In Outlook, your Outlook Reminders Window is your hotlist. Tasks in that list have hard dates set to today, and the reminders tell you to move them to the Do Today list. To go through your hotlist: “Where Are My Reminders?” The Reminders Window opens...