Watch & learn best practices for Triage (15 mins).

Watch & learn best practices for To-do (7 mins).  

When tasks are outlined in an email, a pdf, word doc, google sheet, etc., copy and paste the text right into your work to ensure nothing falls through the cracks. Copy and paste is also available for work templates

Take advantage of keyboard shortcuts to move faster

Ending / deleting / removing a schedule

Changes carried over to scheduled work

How to handle inactive clients

Use drag and drop options for to-dos or to arrange or reorder tasks within work or drag and drop files from your desktop to the body of an email.

Learn handy tips for printing or forwarding emails.

Following up on assigned emails & notes.

Resetting tasks to the previous work item or to the template.

If you have an email that relates to a work item(s), add and track the conversation one or more work timelines.

Bulk update your to-do items.

Bulk update tasks within a work item.