What tools do you use to you track your daily/weekly to do list?
A developer friend recommended trello, basically an online Kanban board, but after two weeks it basically became a wall of online sticky notes.

like
Posting as :
works at
You are currently posting as works at

a pen, pad of paper, & a status sheet / timelines ?

like

I use one note. It conveniently has check boxes you can insert and font/highlight preferences for the genre of your task. You can also grid line it

like

I don’t use a template! I created a new section in One Note for my to do list and I create a new page within that section for every week (for example, this week’s page was W/O 9/4). In each week’s page, I write out Monday-Friday and list my to do’s underneath with To Do tags. You could create sections on your to do list based on projects, businesses you work on, clients you work with, etc. Whatever scratches your brain itch!

likehelpful

I like Asana

helpful

What are you currently using and how long and complex are the items on your to-do lists?

A lot of client approvals, questions to answer, and follow ups for information

Paper and pen always

I use a combination of tools to track my to-do list. I use Trello for my larger projects, and I use Google Tasks for my smaller tasks. I also use a physical planner to keep track of my appointments and deadlines.

Related Posts

Sap S/4 Hana , DLM in sap is having scope?

Please pour ur suggestions

like

Hi fishes,
As an employee of TCS, can we avail any comprehensive/full lab tests/ health checkup tests in Hyderabad.?
While I'm checking on Medibuddy, there's an "amount to pay" displayed on each of the tests.

like

By when do we get relieving letter, my LWD was today ( 21 OCT).

like

Hi guys
This is moulana working in Amazon as a investigation specialist

like

37 weeks today! We are excited :)) the waiting period is weird though. When will baby come???

like

Meeting with a recruiter at one of the FAANG companies. I won’t be able to move jobs because of H1b /GC at least for the next year. Any idea if I should start off with that or should I just try to understand the work that they have been doing?

like

The new SPG app is not intuitive at all, very hard to navigate i find.

like

Are there any good conservative sources out there that you think people haven't heard enough about? I'm not against liberal viewpoints or anything. I just think they seem more vocal than the conservatives and I would like to find a balance

like

How do you deal with clients who act like they know more than you even though they don't?

like

For me the Mclaren P1 is the best car in the world? Which is your favorite car and why?

like

Thoughts on buying an older Aston Martin? (mid-late 2000s DB9, V8 Vantage, etc.)

like

Hi Fishes,
Can anybody please help me to know when/ which level business manager is tagged to you ??
Thank you.

like

Hey fishes,
I am having 8+ years of experience in iOS.
I am holding offer of
TIAA & globant.
Both are offering same package. I am confused which one should I join? Please suggest.TIAA & Globant

like

Is R Systems International reputed company? I got a job opportunity for C2H role for a decent package. Currently I'm working on an MNC company. Is this a good move?

likefunny

Hello Folks,

I have received opportunity to sit for McKinsey’s games assessment. I have no clue about it. It will be great if some one can advise me about it.

like

Hello Guys

Is it okay to share offer letters that we have with other company recruiters? Aren't offer letters strict and confidential. Can we refuse to show the same or what can we do in these situations.

like

May be a very naive question - Do Novartis provide comapny cell phone based on the designation?

😐

Hi everyone! I’m hoping to connect with someone for a possible referral. Currently a sales rep at DoorDash and would love to get my foot in the door with SAP

like

Additional Posts in Account Management

What are some good practices during the sales phase of a potential project to execute before the contract is signed? Seems obvious but would love some ideas on standard operating procedures that help with seamlessly handing over a signed contract to the account team. For example, speaking to the potential client explicitly about their role in staying on schedule, reviewing scope creep consequences, etc.

like

Any fishies in MPLS and willing to share AE salary expectations?

Kind of love my main client. She lowkey texts me when she steps away from calls to pee.

likefunny

What are some brands with an in-house agency? Looking to make a move to client side.

Question for those involved in pricing / P&L management: what is your overhead / cost / profit breakdown?

I’m curious to see how standard this is across agencies. For example, what I have seen is:

Overhead (including exec salaries) - 40%
Project Labor / Costs - 40%
Profit - 20%

What have you experienced?

like

When cold contacting an agency (because the agency doesn’t post jobs online), is it better to contact the head of account mgmt, or the agency’s recruiter?

like

I’ve heard it’s important to include metrics on your resume. Being in Account Management do you see value and include campaign performance for projects you managed that were successful that your proud of on your resume?

like

Anyone else finding it very difficult to get any enjoyment out of account management these days? Any coping tips? I feel like being an account person is especially difficult in the COVID era since so much of what we do is manage communications, ensure the team is set up well etc. None of this feels particularly fun alone staring into the void of Zoom all day ... but the same pressure is still there. I feel like I spend every week counting down to the weekend which kinda sucks.

likehelpful

Anyone know what the current atmosphere is like in McCann New York after they lost one of their biggest clients, U.S. Army? Does losing such a client deteriorate an agency’s culture/career prospects?

like

Account executive here, who has about 5 years of agency experience. Who else is completely over working in advertising and what steps are you taking/planning to make a career move?

Not looking to make a move anytime soon due to covid but am curious to what everyone else is thinking.

like

Any account managers in here for chemical sales? Want to learn more about it...

like

Anyone have any advice/best practices on the best way to collect feedback in a workshop?

like

Looking for candidates interested in an Account Manager job in NYC or Atlanta on the publisher side of the business. DM me if interested.

like

Wondering if anyone has had issues with TCG/Robert Half? I was promised to be converted to full time when accepting then they just ghosted the situ. (All this is pre COVID-19 just for reference)

like

Anyone from Havas London here? If so, what are your biggest dislikes about the agency?

like

What are some questions you could expect when interviewing for an AE position? Trying to nail this interview tomorrow, so any advice/tips are welcome. Thanks!

When’s the best time to go client side? Wait till I get a promotion or try to switch sooner rather than later?

like

When you sell a dedicated website for a special deal, do you give the CRM for free? Is vTiger CRM your advice? Otherwise, what are your most common recommendations about CRM?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal