About Triaging

Triaging clears piles and gets items into your task list as quickly as possible. The steps are: Toss junk. Quick communication (< 2 minutes). Quickly enter everything in RTM. File resource items for later. Process “hot” items quickly and early. See the...

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 = Tag: sm Soft...

Quick Collecting Tip

If the item needs action, press “t” to create a new task and add a quick description of the task in the blank field and press Enter. Add relevant notes by pressing “y” and entering the notes in the blank field. (Alternatively, you can add notes...

Collecting Tasks

Remember the Milk has some great options to help you collect tasks via email, text messages, phone, and online. The following are our favorites. Look these over, decide which ones apply to your situation, and give them a try. Adding New Tasks Click Inbox (left pane)...