ThinkingRock Forum

Advanced functionality that I find very useful. The reasons I list them here is that some users might not be aware of them. Please look at the help if that's the case (then ask on the forum).

- Project auto-sequencing
- Inactive actions which becomes Active on their start date
- Future Item re-appearing in my Unprocessed Thoughts on their Tickle Date
- Delegating by email, which keep tracks when I have sent the email
- Project planning (Review Projects screen)
- Project Template functionality
- tailoring the review actions screen: add/remove/rename/change order tabs; add/remove/change order columns; change filtering.
- clicking twice on the actions tab expand it so I can see all the notes;
- the notes field where I put the various meeting notes, reminders sent to people, copies of emails, results of actions, etc.

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Claire
ThinkingRock Analyst and Tester

Hi Claire,

About "Future Item re-appearing in my Unprocessed Thoughts on their Tickle Date"...

Is there some configuration to do that? Because my system is not working as you said.

Thanks in advance,
Silvio Messias

Just select a Someday/Maybe item (the terminology changed) and add a Tickle Date. When the date is reached, the item re-appears on top of the list in the Process Thoughts screen with 'TICKLED ON ..." in the description.

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Claire
ThinkingRock Analyst and Tester

Thanks! I will test it!

Does the new functionality preserve the item information? Currently if I reprocess something to Not Actionable / Someday-Maybe and set a tickle date, everything seems to get erased other than notes and topic.

I used that one time to "push something off my plate" for a week; it came back missing a small ton of information. If that has been fixed, that's awesome.

No, that's the way it is. To push actions for a week, just changed the action date.

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Claire
ThinkingRock Analyst and Tester