Hi Dwight, I was just scanning my posts, and re-read this one, and see I forgot to say ' Thanks '
Your explaination did give me new view on how to set up this cycle, and indeed, what works is to have fixed 'set up call' tasks, with dates, and then the ' have meeting ' have no date until we agree to one, and then that gets a date. I actually solved the problem by just making a fixed call for everyone, and they could attend or not. If they did not, I offered them the chance to set up a call, but send them the monthly report regardless for them to comment on, or otherwise they accept it as is. Thus I simplified my workflow instead this time... KISS, right? On Friday, March 17, 2017 at 12:57:47 PM UTC+1, Grant wrote: > > 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/0b9ef3c3-b616-4907-8c01-32e3ca149079%40googlegroups.com. For more options, visit https://groups.google.com/d/optout.
