Actions, Projects, Someday, etc. - A quick Overview

This is quick overview to explain the main "lists" used in IQTell.

Actions: Actions are synonymous with ‘Tasks.’ Items created in the ‘Actions’ folder enable you to enter all the pertinent information (data fields) required for keeping track of progress and achieve completion. E.g., Actions can be assigned a priority level, due date, context, notes, people involved, links to emails, reminders, attachments, links, tags, and can also be set as "Next Action".

Projects: At the highest level, above Actions, Projects are generally more complex and longer in duration. Use Projects to organize Actions associated with each Project. An example would be a Project for each client, and in each such Project you would put Actions (deliverables, commitments, etc.) pertinent to each client and if useful, subtasks for each action.

Next Actions: These are Actions (Tasks) you may flag as “let’s do these next”. To do so, simply star such Actions. ‘Next Actions’ can be easily retrieved using the ‘Next Actions’ filter or by a button on the mobile app “Home” screen.

Waiting For: These are Actions that are waiting for something to happen before progress and completion can be achieved. Example, sending an email asking a recipient to do something. Using the “Waiting For” macro while sending that email will create a new entry in the ‘Waiting For’ folder. When things are ready to progress, items can easily be moved out of the ‘Waiting For’ folder into the ‘Actions’ folder.

Someday: Items you create in the Someday folder are items that you may someday have time and look through such as ideas, possible plans, trips, etc. Once ready, you can move Someday items to become an Action or a Project, and there, you might enter more detail, keep notes and overall, track progress to completion.

Tickler: Tickler items are similar to Someday items, only that these items have an additional field, ‘Follow-up Date’. This field denotes when you plan to take another look at any particular Tickler item. You may also set reminders based on the ‘Follow-up Dates.’

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