Daily Actions Plus

The default ResultsManager “Daily Actions” dashboard includes a branch that enumerates activities with hard deadlines in the next 7 days, but doesn’t include a corresponding branch for activities that have soft target date — you only see the overdue soft target activities in the review dashboard. If you take the approach of using target dates to keep a handle on your projects (e.g. as recommended in “Are your projects projects?“), it can be more effective if you monitor them in your daily actions dashboard.

The “Daily Actions Plus” dashboard template recently uploaded to this site’s ResultsManager Dashboard Library adds a “Targets I’ll hit” branch. The filters in the branch are similar to those in the deadlines branch, but look for activities that meet the following criteria:

  1. Committed
  2. No deadline
  3. Actual or inherited due date that is overdue or due in next 7 days

It looks like ResultsManager assigns a Due Date of “Today” for activities that have an explicit start date for some reason. In order to avoid the false-positives associated with this, the filter limits today listings to those activities that have an explicit due date.

This dashboard also includes a leading branch (described in a previous post: “Its 10 O’clock, Do you know where your in-trays are“) that enumerates activities present in your in-trays that need to be processed.

Daily Actions Plus Dashboard Template for ResultsManager

Note that Mike has been describing ways to improve upon the Daily Actions Dashboard by setting up filters for explicitly committed items that you might find of interest.

1 Comment »

  1. Six Components of a GTD Review » ActivityOwner.Com said,

    April 30, 2008 @ 10:47 pm

    […] I would spend all my dashboard and review time at the top of the Daily Action Plus Dashboard trying to empty in-trays and deal with items past their deadlines or targets, and neglecting other […]

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