timlambros
Registered
New to GTD and attempting to create "projects" for on-boarding new clients via multiple appointments and many steps involved. A bit lost. Any suggestions?
New to GTD and attempting to create "projects" for on-boarding new clients via multiple appointments and many steps involved. A bit lost. Any suggestions?
Create your standard set of tasks as a checklist or project and then use them like a pad of preformatted paper. Create a copy and customize for each new client.New to GTD and attempting to create "projects" for on-boarding new clients via multiple appointments and many steps involved. A bit lost. Any suggestions?
Great input! As a fairly new GTD person, still can't quite get my mind around functionally how a template or outside software would work. Am I on the right track to see each new appt/lead as an onboarding project? We use Outlook so trying to make it all work from there.