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Weekly Review
Get clear, get current, get creative
Get clear
Collect loose papers and material, and empty your head
Collect all the business cards, receipts, and other paper-based materials you have accumulated and place them in your inbox. Take the time to document and handle any new projects, action items, things you are waiting for, or ideas for future reference that haven't been captured yet.
What do you want to capture?
Capture
Quick add:
Task
Waiting For
Event
Errand
Reference
Project
Get Inbox to zero
Thoroughly process all the remaining paper materials, including journal and meeting notes, voicemails, dictations, emails, and any other items in your inbox. Make sure to address each item and take the necessary actions or file them appropriately.
Buy Milk
Email
Add Task
Is it actionable?
Task
👆
Add Event
Does it belong to the calendar?
Event
Add Errand
Do you need to buy or do this somewhere?
Errand
Add to references
Is it reference material?
Reference
Add to Someday / Maybe
Is it something you want to do someday / maybe?
Someday
Add Project
Has it multiple steps?
Project
Mark as Newsletter
Is this email a newsletter? All emails from this sender will get marked as this.
Newsletter
Mark as Transactional
Is this a transactional email? All emails from this sender will get marked as this.
Transactional
Done
Does it take 2 minutes or less?
Done
Delete
If you just want to delete it (including attached emails)
Delete
Show hidden columns
1 of 4
Get current
Review tasks
Check off any completed actions from your list. Take a moment to review the remaining items and look for any reminders or prompts that require further action. Make sure to record any additional steps or tasks that need to be addressed.
Task Review
Done
Title
Notes
Do on
Due on
Project
Context
Tags
Do tomorrow
Get new kitten
6/2
6/2
Work
Tomorrow
Call John re: Lunch
6/5
6/6
Phone
Work
Tomorrow
Planning the holidays
6/5
6/7
An Awesome Project
Computer
Private
Tomorrow
Write some quick post it
6/6
6/8
Low Energy
Low Priority
Tomorrow
Call John re: Proposal
6/7
Phone
Work
Tomorrow
No results from filter
Review previous calendar data
Thoroughly review your past calendar, examining it in detail for any remaining action items, reference data, or any other relevant information. Transfer these items into your active system to ensure they are properly recorded and accounted for.
Last 7 days
Title
Date
Notes
No results from filter
Review upcoming calendar events
Take the time to review both your short-term and long-term upcoming calendar events. Carefully examine each event and capture any actions or tasks that are triggered by these events. Make sure to record these actions in your system for future reference and follow-up.
Next 30 days
Title
Date
Notes
No results from filter
Review Waiting Fors
Review the tasks and items that require follow-up and ensure that appropriate actions are recorded for each of them. Additionally, mark off any actions that have already been received or completed. This will help you stay organized and track the progress of your tasks effectively.
Done
From
Title
Due on
Notes
Send Mail
Project
Girlfriend
To book holiday tickets
6/1
Mum
Photos from holiday trip
6/4
Marc
Technical docs
6/4
No results from filter
Review projects (and larger outcomes)
Perform a thorough evaluation of the status of your projects, goals, and outcomes one by one. Make sure that each project has at least one current action item associated with it. Take the time to browse through project plans, support materials, and any other work-in-progress materials to trigger new actions, identify tasks that are completed, and determine items that are waiting for further action. This process will help you generate new actions, track completions, and identify any dependencies or pending items that require attention.
Not started
1
In progress
3
Completed
0
Getting started with this template
Waiting For
#r24
Finishes on
6/5/23References
Holiday plan
Notes
This project helps you to get started with this template.
Assistant
OverdueFocus Areas
Getting more clients
Progress
000
50Modified on
6/5/23, 12:56 PMSprint 7
Finishes on
6/2/23References
Logo
Hardware proposal
Some important notes
Assistant
OverdueProgress
000
100Modified on
6/6/23, 3:10 PMWebsite Project - Client X
Finishes on
6/3/23Assistant
OverdueFocus Areas
Getting more clients
Progress
000
70Modified on
6/4/23, 3:57 PMAn Awesome Project
Notes
Change the notes template to your needs
Don’t forget to configure the project notes template.
You find it under: Settings > Templates > Projects > Notes
Assistant
No changes for more than 14 daysProgress
000
68Modified on
6/4/23, 5:17 PM
Focus Area Review
Getting more clients
Type
Accountability
Goals
Building a sustainable business
Notes
Something important
Projects
Getting started with this template
Website Project - Client X
Finding a new job
Type
Accountability
Goals
Changing career direction
Employ people
Assistant
No Projects
Motivate people
Type
Interest
Goals
Employ people
Assistant
No Projects
Goal Review
Building a sustainable business
Goal Type
Work
Archievment explanation
My business should make 100,000$ in revenue per month from at least 100 different customers.
Notes
The business I want to build should be great.
Goal Date
Jun 2023Focus Areas
Getting more clients
Assistant
Overdue
Employ people
Goal Type
Work
Notes
Providing a future for other people.
Goal Date
Aug 2023Focus Areas
Finding a new job
Motivate people
Assistant
Overdue
Changing career direction
Goal Type
Work
Notes
I want to do something else.
Focus Areas
Finding a new job
Live abroad for a year
Goal Type
Lifestyle
Archievment explanation
Goal Date
Aug 2024Assistant
Overdue
Review any relevant checklists
Utilize this review process as a trigger to identify any new actions that need to be taken. As you evaluate the status of your projects, goals, and outcomes, keep an eye out for any opportunities or areas that require further action. This review should serve as a catalyst for identifying and recording any new tasks or steps that need to be initiated.
Get creative
Review Someday / Maybes
Take the time to review your "Someday/Maybes" list and consider if any of the projects listed have now become active or relevant. If you identify any such projects, transfer them to your "Projects" category or folder for better organization and immediate attention. Additionally, remove or delete any items from the "Someday/Maybes" list that are no longer of interest or relevance. This will help you maintain a focused and updated list of projects and ensure that your attention is directed towards the most meaningful and actionable items.
Title
Earliest
Inbox
Delete
Emails
Buying more diverse stocks
6/4/23
Creating a startup pitch
Reactivate newspaper
There are no rows in this table
Be creative and courageous
Are there any new and exciting ideas that have sparked your creativity and imagination? Take a moment to capture these wonderful, hare-brained, thought-provoking, and risk-taking ideas into your system. By adding them to your system, you can ensure they are recorded and not forgotten, allowing you to explore and potentially act upon them at a later time. Embrace your creativity and let your ideas flourish!
What do you want to capture?
Capture
Quick add:
Task
Waiting For
Event
Errand
Reference
Project
Next weekly review
Verify whether you have already scheduled the upcoming weekly review in your calendar or if it still needs to be added. Make sure to check your calendar and ensure that the next weekly review is appropriately recorded. If it is missing, take the necessary steps to add it to your calendar to maintain your regular review routine.
Quick Add next Weekly Review
9/5/25, 10:00 PM
Schedule
August 2025
Week
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11:30 PM
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