Using the Strategic Calendar

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...

Answers to 1120 Quiz

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:...

Copying Tasks

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.

Your Templates List

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.