Hi All, My brain is maybe a bit dull the last days, but I can not figure out how to approach this situation. Any advice is welcome.
I have to review the status of sales issues on a monthly basis. I have 3 areas to dig into, with three different people. I have some general preparation to do at the start, and then I have to schedule a call with each and have that call. While its a generally repeating set of tasks, a) the week I have to do this in can once in a while change from the ideal (eg 3 Monday of the month) per month, and b) the eventual date for the actual calls usually has to be adjusted from the ideal date (already in everyone's agendas) to match the sellers availability. So changing dates away from the ideal date, dynamically during one months cadence, means that will change the dates for all future repetitions, right? If so, that will cause me problems in the next month, especially when some calls have been moved to very late in the cycle in the current month - the next month I will not be reminded (see) to do them until too late. Also, I will loose my 'ideal' set of dates that does repeat consistently each month Does anyone see a way to set this up so I can have a a fixed period for all future instances, even if I have changed dates earlier, so that I can start the cycle fresh over again, having the option to adjust dates again away from the ideal dates? I am hoping for something that does not require some odd way of doing things, like copying and pasting a separate tempate each month (because then I have extra work to do that instead of depending on MLO to manage my reoccurring tasks and if I forget, then all is lost....) Thanks, Grant -- You received this message because you are subscribed to the Google Groups "MyLifeOrganized" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. To post to this group, send email to [email protected]. Visit this group at https://groups.google.com/group/mylifeorganized. To view this discussion on the web visit https://groups.google.com/d/msgid/mylifeorganized/d50fa2bb-60de-48a7-8def-f3ee1e3268a1%40googlegroups.com. For more options, visit https://groups.google.com/d/optout.
