Because this may save a ton of time for people who have been through my seminars, I’m publishing this and
will attempt to keep it current as I fine-tune it. (This will also be of great value to people using any list-based system for reminders.)

So, OK, here’s the current (work-in-progress) version of my Palm set-up:

Calendar and Tel/Add - that’s pretty standard. (I do not use categories in Tel/Add, except for Restaurants, under which I have all the local restaurants. In case we’re out and about, and suddenly get the urge to eat somewhere
we havent for a while… Otherwise the "Find" feature on the Palm is rigorous and easy, and I just keep the
Tel/Address list on All all the time.)

To-Do Lists - this is where I’ve installed the key reminder-type operational lists that I review daily and weekly. Here is my current set of categories:

- Projects (active more-than-one-action projects) - (I have about 60)

- Someday/Maybe (projects I might want to do in the future) - (I have about 70)

(In the following categories I use the @ sign, to represent action lists)

- @Agendas (items to cover with specific people when I am with them in person or on the phone. Each person
is listed as a To-Do, and the things to go over with them are listed in the attached Notes field)

- @Anywhere (actions that can be done pretty much wherever I am)

- @Call (actions at phone)

- @Computer (actions at computer)

- @Computer - Web (actions that require me being on line. Because I travel so much, many times I’m not on line, so I like to distinguish those)

- @Errands (out-and-about things to do I can do while I’m traveling as well as at home)

- @Errands - Ojai (out-and-about actions that require me being around Ojai to do)

- @Home (actions that have to be done at home)

- @Office (actions that have to be done at my office)

- @Waiting For… (actions and projects other people are doing that I care about)

Memo Lists:
- Clients (list of all of them: current and past)

- DA Thoughts (possible essay topics for my Food for Thoughts on the Web)

- Dates (birthdays and anniversaries, which it automatically sorts chronologically, as they are listed
"02-05 - John Doe")

- Focus Areas (bigger checklists like larger goals, objectives, areas of focus)

- Ideas??? (crazy ad hoc ideas I want to save but don’t know what to do with)

- In development (relationships, potential partnerships and networking possibilities)

- Inspirations (personal affirmations and inspiring quotes)

- Key people (just that, a list I want to review to ensure I’m doing what I want with the relationships)

- Lists (Weekly Review, Travel Checklist, and more than a dozen ad hoc lists I want to keep for a while)

- Maybe Get (books, CDs, videos, misc.)

- Next time in… (lists of possible things to do by city, when I’m there next)

- Travel (I have separate docs for each city, and the restaurants, stores, and people to be reminded of there)

- Web articles (ideas, themes, and topics I intend to add to this Web site)