Tips & Tricks Tuesday: Recurring Projects and Smart Add

This week’s tip, shared by hogan82, covers using our email service plus Smart Add to quickly add a series of tasks related to a specific project.

[Using Smart Add and email] I now create task lists for recurring projects (e.g., quarterly patch updates) in Microsoft Word that include all the required task fields. Whenever the time comes to repeat the project, I just cut and paste from Word into an e-mail using my RTM import e-mail address and the name of the list I want it to go to as the subject and I’m good to go!

Not only does this make it easy to set up my task list each time I need to complete the recurring project; it forces me to think through the process carefully. I’m coming up with steps that I might have easily missed if I hadn’t thought it through. This is a great way to document a recurring process.

Below is a very simplified list to show what a recurring project list might look like in the body of your e-mail:

First task Monday #na #karen !1 @work
Second task Tuesday #na !3 @work
Third task next Friday #na !2 @home

Thanks for sharing this tip, hogan82! You’re our Tips & Tricks Tuesday winner this week.

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