 | coachdan007  says:Can someone point me to the threads that discuss these two topics?
I searched for templates, but those threads were closed due to inactivity. They also seemed truncated from what I recalled.
I need to learn to create a "sleeper tag" that will allow me to hide future tasks until 7 days or so before they're due. When I read about it previously, it kinda went past me cause RTM was still so new. I'm hoping to implement this process.
Also, there was discussions that revolved around creating task templates using the zzz tag.
If someone is willing to help me understand these things offline, I'd appreciate it.
coachdan007 [at] gmail [dot] com.
To flesh this out a little further, I want to be able to do two separate things:
First, to set up repeating "touches" [email, calls, etc.] with clients and prospective clients. So, that I could have a smart list that is @Calls and only shows those calls needed in the next week or so. Some of these calls to existing relationships would be "repeat after...". This way, when ever I actually completed that call, a new one would auto populate 30, 60, or 90 days later.
Second, there is a series of follow up tasks need for various scenarios in my work. "10 things to do to incubate a prospective client". "5 things to do after completing a sales presentation". I'm sure that gives you an idea of the direction.
Thanks to all.
-Dan Posted at 3:02am on February 20, 2009 |
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