Screen Shot of WuPlan
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If you are comfortable with the Franklin system, then you will be right at home with this template.Some of the views that are included in WuPlan are:
- Daily Task List
- Pending Calls
- Long Range Goals
- Master Task List
- Tomorrow's Tasks
- Two Days Hence
- Next 7 Days
- Next 31 Days
- Last 7 Days
- Due in One Week
- Daily Record of Events
- Table of Contents
- Daily Journal
- Appointments
- Phone
- Projects
- Tasks
- Marked for Deletion
- Deadlines
- Delegated Work
- Planned Forward
- Overdue Work
- Expenses
- Tax Deductible Expenses
- Date of Entry Items = Today
- All Appointments = Today
- All In Process Items
- All Planned Forward Items = Today
- All One Week Ticklers = Today (Seven Day Prior Notice of Ticklers)
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Screen Shot of Your_Life
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This template is based on a book by Stephen Covey called "First Things First". In his book Mr. Covey outlines an Importance paradigm by which one should try to live their life by scheduling what's IMPORTANT FIRST. Subsequent to doing this, if there is room for the URGENT, then by all means place these URGENT events on your schedule.
THE ESSENCE OF USING Your_LIFE:
Your MISSION STATEMENT should be a reflection of the type of legacy you would like to leave. Consequently, your schedule on a WEEKLY BASIS and then subsequently on a DAILY BASIS, should reflect your MISSION STATEMENT.
If you don't put the MOST IMPORTANT THINGS (IMPT_URG or IMPT-urg) on your schedule FIRST, then you more than likely will schedule what is URGENT FIRST.
- Priority Column Defined:
- IMPT_URG= Important and Urgent Goals
- Client's Needs
- Pressing Problems
- Deadline-Driven
- Problems
- IMPT-urg= Important but Not Urgent Goals
- Project Preparation
- Crisis Prevention
- Values Clarification
- Planning
- Relationships
- URG-imp= Urgent but Not Important Goals. These are items that are not
urgent or important at the time being but it's
something that you'd like to follow-up on in the future.
- Interruptions
- Phone Calls (Non-Important)
- Some Mail
- Some Meetings
- Get-To-It= When you get to it.
- Reports that can be done when you (Get-To-It)
- Just because a task is
URGENT does NOT make it IMPORTANT. You therefore, should plan your week by scheduling or placing your MOST IMPORTANT GOALS on your schedule FIRST under each respective role. Subsequent, to scheduling what's MOST IMPORTANT, you can then determine what else can COMFORTABLY fit on your schedule for the coming week.
Bottom line, SCHEDULE YOUR PRIORITIES FIRST, THEN YOU CAN PRIORITIZE YOUR SCHEDULE.
Some of the views that are included in Your_Life are:
- Roles
- This Week
- Today
- Tomorrow
- Journal
- Appointments
- Pending To-Do's and F_U's (Follow_Up's)
- Pending Calls
- 7 Days Hence
- 14 Days Hence
- 31 Days Hence
- Not Important
- Team
- Projects
- Deadlines
- Delegated Work
- Overdue Work
- Phone
- Expenses
- Tax Deductible Expenses
- Accomplished
- Mission Statement
All data is entered under each respective role and monitored in the This Week or Today Notepads
- IMPT_URG= Important and Urgent Goals
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Screen Shot of WuManager
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This template is an original design of mine that was prompted by the lack of depth in the Manager's template which shipped with Ecco Pro. I am a manager by profession, so it was not that difficult to incorporate some of my experience into this template
This template has a focus view, whereby ALL data can be entered and Date Stamped with Today's date. This view is called the Date of Entry view. Subsequent to entering ones data, it can be transferred to the appropriate folder. This approach facilitates brainstorming, which allows one to enter data free form WITHOUT knowing ahead of time which folder it will ultimately be placed in.
This template comes with many filters. One of which is called the Today's Items. This MEGA filter gathers all:
- Date of Entry Items = Today
- Appointments = Today
- Calls = Today
- One Week Ticklers (T1 Events) <= Today+7 (One Week Advance Notice)
- Any Carry --> Items (Anything that you have statused as Carry Forward)
Some of the views that are included in WuManager are:
- Today
- Tomorrow
- 7 Days Hence
- 14 Days Hence
- Last 7 Days
- Appointments
- Future Calls
- Future F_U's (Follow-Up's)
- This Week's F_U's (Follow-Up's)
- Tasks
- My Work
- Delegated Work
- Due In One Week
- Team
- Overdue Work
- Phone
- Hot Issues
- Expenses
- Tax Deductible Expenses
- Done
This template has received very favorable response from the many managers that have used it.
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Screen Shot of WuProject
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This template is my Manager's template with Project Management included. If you monitor multiple projects and would like to track the multiple tasks associated with these projects, then this template is for you. I have added a separate Projects Notepad to this template with extensive directions on how to monitor a particular project.
WuProject has all of the filters and notepads that are included in the Manager's Template.
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Screen Shot of WuLegal
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I have created a legal template that has streamlined the work process for attorneys using Ecco Pro. WuLegal is based on the Uniform Task-Based Budget and Billing Format. The format is divided into five basic phases of litigation + expenses:
- Case Assessment Development and Administration
- PreTrial Pleadings and Motions
- Discovery
- Trial Preparation and Trial
- Appeal
These five phases are then divided by subtasks. For example, Strategy/Analysis is subdivided as follows:
- 110 Fact Investigation/Development
- 120 Analysis/Strategy
- 130 Experts/Consultants
- 140 Document/File Management
- 150 Budgeting
- 160 Settlement/Non-Binding ADR
- Other Case Assessment, D & A
Expenses are further divided into subexpenses and has its own separate Notepad.
There is also a Documents notepad that will allow you to track your
documents using the Bates numbering schema.
Documents can be tracked
by:
- Agreement
- Letter
- Contract
- Memo
- Microfilm
The list above can be modified to your particular practice very easily.
Every item entered in the Date of Entry view (which is the focus view) is given a Task which is subsequently assigned a time. These tasks can then be grouped and monitored by case, task, hours worked, etc. All this is done via filters and notepads which are incorporated into the template.
The template was designed with the input of several attorneys from different areas of expertise. Consequently, it can be used in various areas of the law. WuLegal will also track all Future Court appearances and appointments in their own separate notepads. Any items with their date = Today such as Appointments, Court Dates, Reminders or Ticklers will show in your Date of Entry view automatically. I have incorporated several other notepads that will allow an attorney to get at just the data one needs.
For example, it was highly requested to have a notepad for tasks that have been delegated. This notepad in turn is broken down by person reponsible for the task, Status Date, and Needed by Date. Tasks that you are solely responsible for are tracked separately.
The Delegated Work notepad will also allow you to track all Status Meetings and Needed By Dates. These last two items, in addition to the To-Do items can also be tracked in an Overdue Work Notepad.
Some of the views that are included in WuLegal are:
- Date of Entry
- Tasks
- Last 7 Days
- Pending Appointments
- Pending Court Dates
- Cases
- Case Status
- Case Type
- Notes
- People
- Documents
- My Pending Work
- Delegated Work
- Due In 1 Week
- Future F_U's (Follow-Up's)
- Overdue Work
- Expenses
- Billable Hours Per Case
- Hot Issues
- Logged Calls
- Phone
- Completed Work
In summary, this template will allow you to brainstorm on various topics relating to a case and then you can transfer this data to the appropriate folders, subsequent to data entry. There is NO need to worry about where things should go before the data is entered. The template is very forgiving in this respect.
In addition, this template will allow an attorney to monitor the time associated with each particular phase of a case and then be able to track the billable hours per Task and by case.
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Screen Shot of GetReal
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This template can be used by individuals who manage apartment(s) and need to track repairs, inspections, rent payments, tenant repair requests, correspondence with a tenant and any projects related to a given property. Please read on, if you feel this template may be of some help with your property management.
Some of the views that are included in Get Real are:
- Date of Entry
- Correspondence
- Hot
- Projects
- Pending Tasks
- Pending Inspections
- Pending Repairs
- Tenant Requests
- Properties
- Daily Receipts
- Payment Status
- Payment History
- Six Week Waiting List
- Team
- Overdue Work
- Not Important
- Calendar
- PhoneBook
- Completed Work
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Screen Shot of WuContact
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This template was created for anyone who needs a tutorial on Contact Management and how it can be incorporated into Ecco Pro, but specifically this template was written for a Stock Broker. This template will allow one to maintain a History File which is incorporated under each contact's name. Using the new Query Function which is now an option in the PhoneBook notepad, one can build sophisticated rules to ferret out the data that is embedded in the History File.
Some of the views that are included in WuContact are:
- Today
- Pending Appointments
- Calls
- Pending To-Do's and F_U's (Follow-Up's)
- Tasks
- Projects
- Linked To
- Goals
- Open Transactions
- Closed Transactions
- Positive Outcomes
- Negative Outcomes
- Statistics
- Journal
- Expenses
- Tax Deductible Expenses
- Completed Work
In summary, this template gives you the organization to pull up all of the particulars on a client or prospect using Ecco Pro's Query function and my filters.
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Screen Shot of Wisdom
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This template was created for anyone in academia who wants to plan their syllabi, monitor research projects, committee meetings, courses and personal vs. business tasks.
Some of the views that are included in Wisdom are:
- Planner
- Family
- Personal
- Journal
- Tasks
- Syllabi
- Courses
- Notes
- Research
- Accomplished
The template is set up in such a fashion that all data can be entered in a Planner view and monitored via several filters that are included in the template.