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This return is bad and boujee.
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What is your annual charge goal? Ours is 1800.
I'm awesome 😋
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This. And I will make red text and highlight what needs to get done asap. The once it gets done make it green. I like to color code based on importance.
How to do a to-do list? Ummmm....
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@EY 1, I do the same but mine is just a rolling to-do list of shit not to forget
First thing on your priority list should be to update your priority list. Personally, I spend 10-15 minutes on it either first thing in the morning or last thing every evening. In terms of ROI, this has an extremely high return.
I also spend an hour every week (usually Friday afternoon, but Sunday evenings during busy season) where I plan my next week. Be honest with yourself about how much you spend on things that “pop up” and how many scheduled meetings you have, and plan tasks for the remaining hours. For example, I spend 15-20 hours a week on things that pop up (yes, more than I would like) and I have about 5 hours per week of recurring meetings, so my typical weekly plan is to get 4-5 items done that will take about 3-5 hours each, plus maybe 10-15 nagging 10-minute tasks. An example of the latter is that I need to book a rental car for an upcoming trip (our travel app sucks, so I put it off!). If you can prioritize using the 7 Habits quadrants as EY2 suggests, even better (avoid wasting time on urgent / not important tasks, and if you figure out how, please let me know).
Bonus: look at that list and see what you can delegate.
The best format is the one that you know you will use. If you’re a OneNote person, great. Personally, I’m an Excel person, and I rig it so that it populates my time entry, but perhaps that’s over-engineered.
I use todoist. Usually the FIFO method from there.
Priority tasks will auto bump tasks to the next day.
Read the book “Getting Things Done” by David Allen
Hated GTD but got into Bullet Journaling a while ago and love it. Before that it was Wunderlist and then Google Tasks.
Bullet journaling is the only thing that works for me. If I let it go and don’t do it every day, I notice a huge drop in my productivity.
Look up “seven habits quadrants” and use that to plan out each day and week. This has been my #1 help
Awesome. Thank you
I’ve tried everything and I always find my way back to Excel. I think it’s partially because of how comfortable with Excel I am from the constant daily use. If it’s a short list it doesn’t matter much but with larger lists, being able to filter and sort is huge!
Typically I have a different excel file for each client because I use the tabs for additional support or clarity needed. When it comes to my daily to-do list I like to do paper in a notebook and I use a new page for each day. These are things like call so and so, follow-up with so and so on x, review such and such workpaper or section - things I legitimately think I will complete that day. Let’s say I tell a senior or client to get back to me by Wed, then I’ll flip to Wed in my notebook and add a note to follow-up with the person. If they respond before then, fine but if not I will have a reminder to follow-up with them when I get to Wednesday’s page in my notebook. I like the feeling of crossing items off my daily to-do list. During slower times of the year I do a weekly to-do list in my notebook instead of daily because there isn’t as much volume.