Are you a fan of Zero Boards for prioritizing your day and staying on track? So are we!
If this is your first experience with a Zero Board, think of it as a focused list of items that need your attention and the goal is to finish the tasks and have zero left up on the board
Create a new Grid and call it Next Steps Zero Board
Go to Filters and set the following Filter:
Next Step Date is less than or equal to Today
Update your Next Step Date for your opportunities until you have nothing in this Zero Board
🎉 This will create that actionable grid that prioritizes only the Next Steps that are overdue.
Check out this Better Way video for Zero Boards!
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