Task Management – Your Life Line to Remembering Everything Else

You need to book a dentist appointment in 6 months or you need to follow up with a potential lead in 5 weeks…. you don’t actually keep those reminders rolling around in your head do you?

It’s really common that once people find out what I do they want to share the tools they use that work but more often than not people are hoping that I can tell them about the perfect solution – the one thing that will work and solve all problems, so to speak. It seems like everyone is searching for the one thing, that perfect ‘tool’ that will up their productivity quotient.

The challenge for me is that I can’t just say “hey Bob – use this and every thing will be perfect” because it’s just not that easy. Things must be considered – like work style, technology vs paper, how and where a person works, how information is processed and tracked, who is involved in the process and what the overall objectives are. In a nut shell we assess: work flow, paper flow, projects and personality then we blend in existing use of executive skills – task, time and calendar management.

So, if you are reading this blog hoping to find the perfect tool then I suggest you call us and conduct an Insight Session to start.

If you are reading this blog for suggestions on apps you could use, here are three of our favorite MAC apps for task management:
• OmniFocus http://www.omnigroup.com/products/omnifocus/
• Things http://culturedcode.com/things/
• ToDo Task Manager http://www.appigo.com/todo/

If your PC based and using Outlook – set up your To-Do bar.

Here are a few task tips for everyone:
– tasks work best when they have a start date and end date
– start a task with an action verb: call, email, send, read
– include time required if it’s not a simple action
– the task itself is only the ‘next step’

I’d love to hear your thoughts on how and what you are ‘tasking’.

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