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To-Do List Workflow Tips

Business Tips

May 3, 2021

Do you ever feel overwhelmed by your to-do list? I keep lists everywhere. The grocery list, a personal to-do list, work lists, Trello boards… From an outsider looking in, it’s probably a problem, but it works for me. For the most part. Sometimes I start to feel overwhelmed when I look at the lists around me. Recently, I tried a new method for my personal to do list to help it feel more manageable and now, I’m sharing my to-do list workflow with you!

to-do list workflow tips from Dot the I's Outsourcing

My to-do list workflow: ⁠

First, when a task pops into my head, I add it to my personal to-do list on my notes app on the phone. It’s an ongoing list but it allows me to jot a note and go back to whatever I was doing.⁠

Next, each day when I log my workout in my daily personal planner, I look at the list and pick 2-4 items off that ongoing list that I can tackle that day. I may also add any time sensitive tasks (like returning library books!) to the list.⁠ Finally, I check off the task in my planner and the next morning when I grab more tasks off my phone, I can check them off the master list there.⁠

For business tasks, I’ll add them onto my Trello board and tackle them during my CEO Days! This is a great way to make sure that I can move the needle in my business, no matter what else is going on.

Maybe writing it and checking it off in two places is redundant but I’m FINALLY tackling these little tasks and I’m grateful for that. I thrive on a sense of accomplishment, so this has been hugely helpful for me. Seeing what needs to be done both personally and professionally helps me make sure I’m tackling those big dreams – and still taking care of all the things I’m responsible for at home.

tips to manage your to-do list

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CATEGORIES

Business

Personal

Free!

5 TIPS TO FIND YOUR FIRST CLIENT AS A VIRTUAL ASSISTANT

JOIN the coaching
waitlist

tell me more!

I'm Kristina - a virtual assistant and blog writer for small business owners. My blog is a place to share business tips + tricks, a glimpse into my life, and share even more with you!

Hello!

BUSINESS

Portraits

PERSONAL

Business

Personal

SELF-CARE

Portraits

Portraits

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