Just a few simple steps to begin working with LeaderTask!

STEP 1

Do you want to create tasks, plan meetings, and be aware of upcoming events? If so, this guide is just for you! Within10 minutes time and you will be able to acquire the basic skills to work with LeaderTask!

You should know that LeaderTask is:

• Calendar
• Personal Informational Manager
• Everyday Task Manager
• Contact Manager (Address Book)
• Your True Friend and Assistant!

There is a portable version of LeaderTask. You can take it with you anywhere you like!

STEP 2. Contacts

Start copying your contacts from paper organizers into the LeaderTask address book.

Add your own contact groups. Please do not forget to add your personal information – it will be your first contact.

• Partners
• Employees
• Customers
• Suppliers
• Family
• Relatives
• Friends

STEP 3. Calendar. Plan in the calendar!

Start planning your nearest appointments in the LeaderTask calendar! By and by, copy all your plans to LeaderTask: the classes’ schedules, attending club sections, plans for the coming month/year.

The calendar is just the place to create your weekly/monthly/yearly schedule. You will be able to makeup your daily routine, add your holidays and important events.

STEP 4. Projects.

Determine the projects you are working at. Do not mix goals with projects and tasks. Mind that a project is something you can create, something strictly time-limited and with a goal to create some unique product. It is handy to divide projects into groups.

STEP 5. Task categories.

Determine your activity categories. To make your planning more convenient, create the necessary descriptors (tags) you are going to group/filter tasks by in the “Categories” section. In most cases, various kinds of professional activities, hobbies and places you like visiting may serve as categories.

Examples:

• Calls
• Meetings
• To read
• To watch
• To buy
• To think of
• My Family
• My Spare Time
• My Blog
• My Diary
• My Hobby
• My Health
• Home Sweet Home
• At the office
• In the bank
• In the shop

STEP 6. Filters. Get the information you need right now.

Use filters to and take it easy your activities planning! ‘Filters’ is a unique LeaderTask advantage – you can look through your to do list from a desirable point of view.

From all your tasks, the filter will select only those that meet your demands. You will be able to adjust your filters for displaying tasks connected with project X; or tasks connected with a special place or person (contextual planning). Filter examples: “My tasks for today” will show only the tasks planned for today; “Tasks in the Bank” will display only tasks you should do in the Bank. Other filter examples: “IMPORTANT”, “URGENT”, “Sales per month”, “Project XYZ jobs in September”, “Delegated tasks monitoring”, “Project N tasks for discussion”, “Expired tasks”, “Goals for the year”…

STEP 7. Task priorities.

Priorities enable you to point out the importance coefficient to any task. Create your own priorities to group tasks.

STEP 8. Personal informational manager.

Use LeaderTask as your personal informational manager: write down your thoughts, ideas, notes in the special sections of the organizer. Store documents, tables, images, schemes in the program! LeaderTask is a container for files of any types with secure data protection. Your data is always at hand!

STEP 9. Tasks

It’s easy to keep your to do list with LeaderTask! A task is a description of something you need to do to reach a goal/create a project. Tasks can be displayed in the form of a tree and in the calendar. Each task can have subtasks.

A task has the following parameters: “Projects”, “Contacts”, “Categories”, “Calendar”. These parameters are like tags (descriptors) to be used for filtering from the whole task list. A task can have zero (i.e. no parameters selected) or several parameters.

STEP 10. Use LeaderTask in your everyday work!

Congratulations! LeaderTask is ready to work with you. Please start using it!