Tips & Tricks Tuesday: Creating workflows in Remember The Milk

You’ve worked hard on a task and consider it “done” – but you’re still waiting on someone else to review your work. With this week’s tip, shared by alexander.waleczek, it’s tags and Smart Lists to the rescue! Read on to learn how you can create workflows for your tasks.

As I am doing an internship kind of work in a company, I naturally get a lot of “smaller” tasks assigned that need regular reviewing (usually some kinds of documents, that need updating). Also, when a task is “done” for me, it still needs a final check, so marking it as “done” in RTM wouldn’t let me keep track of this task anymore.

To compensate this I created three Smart Lists called “work”, “check” and “done”:

1. Work: Here all work related tasks are displayed, that do not have the tags “check” and “done”. This is basically my daily task list.
2. Check: once I finished whatever I was working on and the document or whatever is ready for a next round of review, I add the “check” tag, so it appears in this list and is removed from the “work” list. This list is the basis of the regular review sessions. When I reviewed it and got more input I remove the “check” tag again so that it appears on my “work” list.
3. Done: When in the review session it is decided that the document is basically ready I put the “done” tag in order to list it in the 3rd list, which means it can be reviewed in the weekly meeting with the team-lead. Once it is completely approved here I can tick it of as done in RTM.

I considered adding new tasks in every review session but that creates quite some overhead and I don’t have a “history” of changes that I have done before.

Thanks for sharing this tip, alexander.waleczek! You’re our Tips & Tricks Tuesday winner this week.

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