How to do a Daily Review

  1. Run the Daily Review Assistant
  1. Review your calendar and any inboxes
    • First, deal with any new emails or communications in other “inboxes”. If any can be handled with a quick response, do those now.  However, if any result in new tasks for you, add them to DailyBalance so they can be planned.
    • You should strive to keep all of your inboxes as close to empty as possible. Inboxes include email inbox as well as a traditional inbox tray on your physical desk. Delete or file emails that have been dealt with. Emails hanging around often mean that you haven’t decided on what it means for you. Add a task to DailyBalance for each email like that so you force yourself to make decisions and get it done.
    • Check your calendar to understand your available time when planning your day. For appointments on your calendar, ask yourself if you have any prep tasks. Add those to DailyBalance so that you can make an accurate plan for today.
  1. If you haven’t run the Daily Review Assist and, then check your Inbox folders in both the Home and Work areas of your Master List.
    • If you have Triggers or have added tasks, your Inbox folders might have new tasks.
    • Move any high priority tasks to your This Week folder.
    • Move other tasks to your Upcoming folder to reevaluate for next week.
  1. Plan your day
    • Drag anything to the Day Planner that you want to work on today. If you already did a weekly review, then you can just focus on what’s in your This Week folder.
    • Use the Sections in the Day Planner to break up your day into manageable chunks.  See the Section Template Chooser for popular time management strategies.
    • Now it’s time to get to work!