Reviewing projects

Reviewing is a good way to make sure all of the projects in your library are in good shape and are ready for you to take action. If you have projects that need more actions added to them, or projects that aren’t relevant anymore, or projects you don’t mean to do any time soon, following a regular review process can help you keep them from falling through the cracks.

Each project has an interval for how often you intend to review it and a date when the next review is planned. You can change the default review interval in the Data preferences, and you can change the review interval and next review date of individual projects with the inspector.

To review your remaining projects:

From the Perspectives menu, choose Review (there’s also a corresponding button you can add to your toolbar, if you like). In this view, your remaining projects are grouped in order of when they’re due to be reviewed.

For each project in the Review Today group (or earlier groups), check whether the project is in the state it needs to be in: Should you revise its actions, or add new ones? Should you put it on hold, drop it, or complete it? Or is it just fine?

Once you’re satisfied with the state of the project, select it and click the Mark Reviewed toolbar button or choose Mark Reviewed from the Edit menu. The project’s next review date moves forward and you can go on to review another project.