781-728-9777 tony@365ActTips.com

Sometimes simple tips can turn more complex because it opens you up to a world of possibilities when working with ACT.

When I was asked how do you create birthday reminders I figured this would be a rather easy tip to create. Although we were only looking at one particular field in ACT it makes you realize the potential for working with other types of fields within ACT.

My experience has been that ACT users with good habits and processes are better suited to utilize ACT in certain ways. There are many things you can do in ACT manually and there are many things you can automate. To me, the question becomes what type of ACT user are you and what type of process works better for the way you work. The more organized you are within ACT the easier it will be to create automated tasks.

Manual Birthday Reminders

Automated Birthday Reminders Automated with Smart Tasks