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How do I save a series of Actions? Thread Tools Search this Thread Display Modes
Ok I have made some attempts to figure this out from the manual, but thought I would pick everyones collective brain.
I book a lot of seminars in cities around the country. The steps are always the same i.e return contract, book hotel, book travel...etc. So the question is how can I save these 6-7 steps so that when I need to book another city, I can easily add them. They are repeating events, but not an "every Thursday" type of thing.
Also does anyone have a good suggestion on how to organize this information. At this point I treat every city as its own project, because each city as a set of actions that has to be done for it. These leaves them a little out there, as I could be booking different speakers at the same time. I would like to be able to group these projects together, any brilliant ideas? Thank you

Thann
 
Thanks for reading, please ignore the second part of the question, as I think it is fine with the folder structure I have in place, but that first part, any ideas would be greatly apreciated.
 
http://forums.omnigroup.com/showthread.php?t=6776
My example is a packing list instead of booking seminars, but the "template" but I think it's the same type of issue. You might also search this forum for "template" to find some other discussions of the same concept and even a nifty script someone wrote to auto-populate some dates relative to the project due date.
 
 




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