![]() Tasks is a list of one-off things (not projects) that need to be done. Each Path (Personal and Business) has five things under it: Tasks, Two Sub-Paths, Queued Projects, and a Someday/Maybe List. Then Patrick Rhone inspired me to “ burn a hole ” so I decided to condense the focus and only work on a few projects at a time. And I was accomplishing nothing because I was trying to move 47 projects forward at once. ![]() I found that I was tracking too many projects. The Path idea is a little more convoluted. Under each client is a list of next actions. Client list is pretty self-explanatory, but below client list I have about 6 different types of clients (tax, investment, consulting, prospects, etc.) and under each of those is a line for each client. The first level is only three entries: Client List, Business Path, and Personal Path. We keep track of all the actions that are needed on a project sheet. Projects are any outcome that requires more than two actions to accomplish it. In GTD, we keep track of tasks and projects. All things that I want to repeat each month. The Monthly Checklist has a maintenance project that includes things like: date night for my fiancé, Cooking Adventures, and movies I want to see. The Quarterly Maintenance project has things I want to do each and every quarter, like networking with specific people and three-day weekend trips. So, I have a maintenance project bullet in the Quarterly, Monthly, and Weekly checklists. I also have quasi-project sheets at each level for recurring tasks that happen in that interval. But it is simply a list I go through, in the appropriate time frame, to make sure that nothing is missed in my world and that I review every horizon of focus at the appropriate time. Now, obviously my annual review checklist looks MUCH different than my weekly review list or my daily list. At the top level, I have a check list for each different type of review that I do: Annual, Semi-Annual, Quarterly, Monthly, Weekly, and Daily. How do I use it? I think it makes the most sense to explain it in GTD terms, because if I just explain the outline, it might not be clear. When I discovered WorkFlowy, I fell in love. The running joke in my office is that if you don’t give me info in bullet point format, I won’t read it.īut the problem with outlining things is when you outline in something like a text document, and you want to move things around, you end up basically redoing the outline multiple times. Not just, “Hey, I prefer bullet points.” But I honestly have a hard time reading narrative and extracting information. My brain works in list and outline format. I use Evernote (and email inboxes, to a limited extent) for the collect and process pieces. How does WorkFlowy help me? Simply put, I use WorkFlowy for the Review, Organize, and Do part of the GTD system. I use a GTD-style workflow to help me stay on target and keep organized. I also run where I talk about the financial issues that small business owners face and try to give practical advice to individuals.Īs you can imagine, I have a lot of demands on my time. I have been using WorkFlowy for a little over a year now and it is probably tied with Evernote as the most useful tool for productivity and organization I have ever used. As the general manager of our firm, I am responsible for strategic company projects like marketing, community involvement, and planning the direction we should be going as a company. ![]() I also manage money for around 100 people. I am a CPA, so I have about 300 individual and 100 business tax clients and about 20 accounting clients. ![]() Andrew is a CPA, Financial Planner, Business Advisor, and Internet Business Person. This guest blog post shows how one interesting person, Andrew Carroll, uses it. People use WorkFlowy in an insane variety of ways.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |