What’s everyone using to manage cases (that isn’t a case management software)? I’m in a new role working with 4-6 partners with work flying at me from all directions. I want to stay ahead of the tasks, keep up with work, etc. I’ve seen some whiteboards used with magnets and dry erase notes- in project management roles. I’ve also seen excel used for this. I’ve only ever made lists and kept up with them, but I’ve never from 5-6 partners. Thoughts? 🫠

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If you use outlook, you can flag an email and it will be added to the To Do list application. You can also manually add things to do and schedule them for a day. I have word documents for each partner I work with and each client’s name is on the list. I add my to dos for each client to that doc. I also have a weekly to do list that I update with meetings/court and separately what needs to be done/deadline. I have a separate column for the following week so I can push non-pressing tasks for the following week

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