Note: This is another use case for how tags can help organize and locate related items across EPIM’s modules. Check a previous post for another example: Tips: How to Make EPIM an Essential Recipe Book.
Paulette will retire in six months and is learning that she has a lot to coordinate.
She lives and works in the U.S., and her company has provided a retirement planning package. It includes guidelines for working with her Human Resources Department, enrolling in health care, and reviewing her retirement income. There are suggested tasks, a schedule, and contacts for government agencies and employee services.
A long-time user of EPIM Pro, Paulette is familiar with its features. Still, she is concerned that preparing for retirement will require more organization than she has used so far in EPIM. She surmises that categories and tags may help and has researched online for tips.1








