Purpose

• This is one place to see and manage your recurring tasks that are not directly part of another initiative.

Instructions

• Add all recurring items here that are not directly part of a specific initiative.

• Each item should be added as an ordered list in the order of importance and in within the heading group that closest matches the recurrence period.

• Each item should always have task properties sufficient to be included in your daily tasks list filter (type, assignee, priority, start date, etc.)

• Do not use this area to take notes or log about tasks. If notes are needed, link to another node/location as appropriate.

• When an item is completed, simply update the next start date.

• See example content in magenta. Delete all magenta text when using this template.

Recurring General Tasks

Daily

1. Review Task Queue to determine what I should be working on today.

Weekly

1. Go through my general open tasks for the next 4 weeks and update plans based on schedule.

Monthly

1. Assess my goal status.

Semi-Annually

Annually

1. Prepare and submit tax returns.

2. Set my goals for the year.

Annually +