Hi Diane,

I agree, it can take a bit to understand all this, since in these Guides we're asking you to use Outlook a bit differently than it was designed. In essence, you are using the Tasks function to store both Next Action and Project lists.

The dot before Projects is just a sorting technique. The Projects list is basically an index or list of your projects. Any next actions related to those would be on the Next Action lists, in the same view. Next Actions list are sorted by context, not project, and would likely have a mix of actions from many projects and some that are not related to projects.

Any "future" actions or project plans you want to track can be parked in the note field for the Project in the Project list.

Does that help?

Kelly