Kelly,

Thanks for your reply. It's becoming clearer now.
In essence, you are using the Tasks function to store both Next Action and Project lists.
Maybe the white paper contains that statement, and I just overlooked it, but I understand it stated that way.
Any "future" actions or project plans you want to track can be parked in the note field for the Project in the Project list.
Very helpful - So the "Task Subject" is the project name & in the note field I can describe the project more fully or list some of the actions that I know will be needed eventually to fulfill the project, but that are not yet the Next Actions needed.

Thank you, thank you!

Diane