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GUIDE 08 / YOUR DAY

End the week with a clear next step.

A useful weekly review leaves less to remember on Monday. Work through the loose ends, choose the next action and stop carrying the whole week in your head.

By GoodCompany2 min readTasks · Calendar · Inbox

WHAT YOU’LL TAKE AWAY

A useful next step,
not another open tab.

  • Waiting work has a reason and a next action.
  • Next week’s deadlines have a realistic owner.
  • The conversations that need a reply are easy to find.

Prepare the workspace

Have access to Tasks, Calendar, Inbox and Leads. Ask the responsible colleague to review areas you cannot access.

Example: North Studio

On Friday, Maya checks Website refresh delivery and Cedar Florist’s proposal follow-up. Her colleague Leo owns the handover checklist while Maya owns the next client reply.

Start with what is still open

  1. Open Tasks and review active and waiting work. Mark genuinely completed work Done. Cancel work that is no longer needed instead of leaving it active.
  2. Open a waiting task and use Edit task to record why it is blocked. Add the next follow-up in its description or comments.
  3. Check the assignee and due date. A task with a date but no person responsible is still a loose end.

Check the week before committing to it

  1. Open Calendar and look at next week. Compare the existing meetings with the tasks due around them.
  2. If a deadline needs to change, update the task and tell the people affected. Changing the date is not the same as agreeing a new deadline.
  3. Choose a small number of priorities. Put the next concrete action on each task rather than using a vague project name.

Leave a note your Monday self can use

Review Needs reply in Inbox. Reply where you can, and leave unresolved conversations visible. Use the template below in a document or project note to collect decisions and next steps.

Finish when the open work has an owner and a next action. The goal is a usable week, not an empty task board.

Check the outcome

In Leads, review Follow-ups due, complete or clear resolved reminders and set the next date where needed. End with each waiting task and live lead having an explicit next action.

Avoid a common mistake

A calendar reminder is not proof someone completed the work. Check the record before marking it done, and distinguish internal task deadlines from agreed client delivery dates.

Your weekly reset note

Adapt this starter in a project note or document. Copying it does not change your workspace. 

This week we finished:
- 
Still waiting on:
- Item / person / next follow-up
Next week’s priorities:
1. 
2. 
3. 
A deadline or decision to confirm:
-

Ready to put it into practice?

A quick checklist for this visit. Your company records stay unchanged.

0 of 7 steps reviewed

Further reading

Need help with a specific screen? These articles explain where to click, which fields to fill in and what happens next.

NEXT GUIDE

Hand over the context, not just the task.

A good handoff lets someone start without reconstructing the conversation. Put the outcome, the supporting material and the decision they need in the same place.

Continue

GOOD QUESTIONS

A few specifics.

Does this automatically reschedule my tasks?

No. This is a review routine. You make each date, status or assignee change yourself in the workspace.

Can I follow this guide on a phone?

Yes. Use More to reach Tasks, Clients or Documents. The same records and permissions apply; folders and extra filters may be inside expandable controls on smaller screens.