15 minutes to complete
What to do
- 01
Review recent notes that are not yet connected to a live workstream.
- 02
Extract one decision or unresolved action from each useful note.
- 03
Create the task, link the context, and archive low-value noise.
Work well
Use a small weekly cleanup to make sure useful context is connected to the decisions and commitments it should change.
Fewer stale notes and clearer follow-through.
Review recent notes that are not yet connected to a live workstream.
Extract one decision or unresolved action from each useful note.
Create the task, link the context, and archive low-value noise.
Keep moving
help
4 minKeep only the context that changes a decision, then convert unresolved work into a clear next action.
Notes that improve follow-through instead of becoming an archive.
Open guideplaybooks
20 minMake client health and expansion visible before the week becomes a sequence of reactive conversations.
A short, owned list of client protection and growth moves.
Open guidehelp
5 minUse Tasks to clear the commitments that block revenue, client health, or a timely next decision.
A manageable execution queue with today's first action clear.
Open guide