Quote Originally Posted by MollyLolly
Thanks for all of the input. Your comments are all very helpful.

Here is my follow-up question(s): It seems that the natural work flow for me is to work on a project basis. Not to work on a NA basis (i.e., not to sit down and make all my phone calls, etc.). So I sit down at my desk to work on Client X's stuff because it is the most critical or the next highest priority. That may entail several different types of NAs (as in my example: reviewing, drafting, conferring, etc.). Therefore it would seem cumbersome to sit down to work on Client X's project and then have to scan several different lists to know what the NA is (e.g., @waiting for, @review; @computer, etc). Thus, I can see the benefit of a modified GTD approach described by Esquire (where you simply list the next actions under the particular client project. But I don't know if I am missing the point of the whole GTD approach or perhaps not fully understanding the way the NA lists function.
Molly using your approach above, the way I would do this in Ecco Pro is to have one view where you would place all of your Next Actions, which are date stamped automatically as you enter them. As you do your review of your In Box, you would assign your tasks to the appropriate client folder. I would create a notepad in Ecco Pro called Clients, that could be filtered to show anything that has yet to be completed, or is overdue. It would be your choice. As you work through the issues for that particular client you would mark those tasks as completed and they would drop from view. They would still be in the Client folder, but would be filtered from view.

At some point you will want to archive everything completed for a client, which can easily be accomplished in Ecco Pro. If you would like me to draft a template for your review, I would be more than happy to give it a shot. Just drop me an email.