by Jason C | Jun 12, 2022
You now have a plan (your strategic calendar) of how you would like to use your time. Refer to it frequently so you can see how your appointments match your plan. When the time changes in your strategic calendar, change the filter at the top of ToDoList to show tasks...
by Jason C | Jun 12, 2022
A: To process the task for your Federal 1120 form, enter these values: Subject: Task name: 1120 Tax Form (3/15) – Call Susan for financials 555-1234 (or 1120 Tax form (3/15) – W/F financials from Susan if you already called her) Major Context: Category:...
by Jason C | Jun 12, 2022
In ToDoList, highlight the task and press Ctrl+C to copy. Position your cursor, the press Alt+E, P, Enter. You may need to refresh the list to see the new task.
by Jason C | Jun 12, 2022
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by Jason C | Jun 12, 2022
Copy Them First Remember to copy Templates before using them. Otherwise, you won’t have one the next time you need it. In ToDoList, see your Templates any time by selecting Status: Templates in your filter bar.
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