Tutorial / Manual / how-to-set-up: ’Remember the Milk’ as your task management system

Post on 14-Dec-2014

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This manual will help you to get your tasks in the right way into the fantastic application 'Remember The Milk'. Get your life "getting things done"-proof. More info or looking for a workshop on productivity, smart working, 'het nieuwe werken', slimmer werken or getting things done. I am available for you :)

transcript

1

Instruction manual ‘Remember the Milk’(‘RTM’)

2

Go to: www.rememberthemilk.com

OR

3

Login:

Click settings:

4

Choose your general settings:

Don’t forget to save

5

Go to ‘Lists’ & add the following 5 lists:

On the upper right, you can also rename existing lists:

6

Want to delete a list?

7

Daily email reminder of your tasks?

8

Go to “tasks”:

This is the screen where you fill in your tasks

and

you can have an overview of future tasks

(& completed tasks of the past)

9

Create smart lists - STEP 1:

Example: smart list “Today - TODO!”

Step 1: Type “due:today” in the Search field (& press enter

Now a search list appears:

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Create smart lists - STEP 2:

Example: smart list “Today - TODO!”

Step 2: Click on the Save button and name the list “Today - TODO!” (& press SAVE)

Now the smart list appears:

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Create smart lists - STEP 3:

Make the following smart lists:

Search term: Name smart list:due:today Today - TODO!

priority:1 and due:today Today - FOCUS TODO!

completed:today Today - DONE!

due:tomorrow Tomorrow

due:"2 days of today" Day after tomorrow

dueBefore:"monday" This week (until sunday)

dueWithin:"2 weeks of today" Coming 2 weeks

dueBefore:today Too Late

completedWithin:"1 week of today"

Last week - DONE!

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Now fill in your tasks:Step 1: Go to InboxStep 2: Write down the taskStep 3: Choose list by using # (and other “tags”)Step 4: Choose importance (if needed) with !Step 5: Repeated task? -> use *Step 6: Select day/date with ^

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Change task characteristics? - 1Step 1: Click taskStep 2: On the right side you can change:

- the date- repeat- tags- add URL- Add notes- etc.etc.

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Change task characteristics? - 2Step 1: Click taskStep 2: Choose “More actions” --> here you can change:

- Priority, Move to other list, Delete task etc.

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Task DONE or POSTPONE?Step 1: Click task

Click “complete” if completed :)Click “postpone” if you want to do it tomorrow

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How to sort your tasks:STANDARD SETTING: Tasks within 1 list are sorted by “priority”

MY PERSONAL SETTING: Sort tasks by “Due Date” (since the colors on the left side will always show whicht tasks are most important)

Priority #1 = orange

Priority #2 = dark blue

Priority #3 = light blue

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Printable overview?

Step 1: Click overviewStep 2: Click “weekly planner”Step 3: Print it!

Alternative: get a daily reminder in your email inbox (see slide 7)

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Remember the Milk on your phone?

Please note: the free version only enables you to SYNC once a DAY

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Remember the Milk in your Google Calendar?

http://www.rememberthemilk.com/services/googlecalendar/

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Extra for the real RTM-freaks:Email new tasks by sending them to:

The task will appear in your RTM-INBOX list

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Have you got any questions?Want to know more?

Want to become a RTM pro?

Don’t hesitate:

Tweet @stastra or mail me on patrick@patrickwerktslimmer.nl