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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?

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Capture

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Quick add:

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Task

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Waiting For

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Event

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Errand

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Reference

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Project

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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

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

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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

Task Review

Done

Title

Notes

Do on

Due on

Project

Context

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

Last 7 days

Title

Date

Notes

No results from filter

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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

Next 30 days

Title

Date

Notes

No results from filter

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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

jane.doe@gmail.com

Proposal for business software

6/9

No results from filter

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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

In progress

Completed

a football field with the words start written on it

Getting started with this template

Waiting For

#r24

Finishes on

6/5/23

References

Holiday plan

Notes

This project helps you to get started with this template.

Assistant

Overdue

Focus Areas

Getting more clients

Progress

000

Modified on

6/5/23, 12:56 PM

Sprint 7

Finishes on

6/2/23

References

Logo

Hardware proposal

Some important notes

Assistant

Overdue

Progress

000

100

Modified on

6/6/23, 3:10 PM

Website Project - Client X

Finishes on

6/3/23

Assistant

Overdue

Focus Areas

Getting more clients

Progress

000

Modified on

6/4/23, 3:57 PM

An 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 days

Progress

000

Modified on

6/4/23, 5:17 PM

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Focus Area Review

Focus Area Review

high angle photo of assorted-color plastic balls

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

person holding phone displaying stop complaining text screengrab

Motivate people

Type

Interest

Goals

Employ people

Assistant

No Projects

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Goal Review

Goal Review

a close up of water droplets on a window

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 2023

Focus Areas

Getting more clients

Assistant

Overdue

yellow, black, green, and orange digital wallpaper

Employ people

Goal Type

Work

Notes

Providing a future for other people.

Goal Date

Aug 2023

Focus 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

black framed Ray-Ban Wayfarer sunglasses on top of book

Live abroad for a year

Goal Type

Lifestyle

Archievment explanation

Research potential countries and cities to live in

Determine necessary visas and permits for chosen location

Secure employment or means of financial support

Goal Date

Aug 2024

Assistant

Overdue

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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.

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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

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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?

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Capture

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Quick add:

⁠

Task

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Waiting For

⁠

Event

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Errand

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Reference

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Project

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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.