7/6/2023 0 Comments Wunderlist email tasksWhen I am working with my clients, I often use the notes and documents section to take notes on conversations, research I’ve done, links I need to reference, or documents I want to share. Our memories, especially when inundated with multiple responsibilities, only last so long. The notes and documents section is an excellent refresher when you need to revisit a task after time has lapsed. Use the Notes and Documents Section to Provide Additional Information Some tasks require multiple steps and more complex management to complete. Wunderlist gives you the ability to create sub tasks for any task you create. One of my clients uses subtasks with me when listing out the steps required to carry out a new task. This is helpful so I don’t forget any one step in the process. You can also use sub tasks for managing projects. The only downfall to the free version is you cannot assign a due date to sub tasks. Sub Tasks Will Break Down Complex Tasks into Manageable To Do’s Use Due Dates, Reminders and Recurrence to Manage your Tasksĭon’t want to forget about a task? It’s no problem with Wunderlist. You can set a due date and a reminder for every task in your lists. As long as your task has a due date and a reminder date, you don’t need to worry about it because Wunderlist will remind you (via email, desktop or alerts on your phone). In addition, you can use Wunderlist to set recurring tasks. Whether it’s a weekly, daily, monthly or some other recurrence, Wunderlist will keep track for you. Your lists hold all your tasks (or items) related to that list. As an example, I recently moved to a new home in Willow Glen. I created a list in my Personal folder titled “Willow Glen Move”. In that list was every task I needed to complete to pull off a seamless move. Some of those tasks were pack bedroom, pack kitchen, change of address with USPS, move utilities, empty storage unit, etc. Look at your own to do list and break all the individual tasks into lists that are related. If you have more than one list that falls into the same area, you can use folders to further organize. Anything that is related to my personal life belongs in my “Personal” folder. My “Work” folder has all my business lists. Using folders enables you to open and close folders as you need them. There is no need to look at all your personal lists during the day if you are working. Lists for each of my clients, Meeting Agendas, Marketing, Virtual Office Manager tasks, etc. Grocery list, Movies I want to watch, Books to Read, San Francisco Restaurants, Places I want to travel to, etc. If you think about a standard to do list, it normally consists of a running list of tasks, some related and others not. You might need to make a few follow up phone calls, write up estimates for prospective clients, purchase materials, and manage your finances. It’s certainly doable to have all these tasks on one to do list, but it’s a lot more helpful if you can break your tasks into categories. I use lists in Wunderlist to create categories of tasks that need to be completed. For instance, you can have a Sales and Marketing list, a Finance list, and an Operations list. You could also have lists for each of your customers. It doesn’t matter what your lists are, if they make sense to you, and help you organize your many tasks. Here are some examples of lists I use: As of June 2015, the app has over 13 million users.Īlthough Wunderlist has both a free and paid version, most small business owners I know look for business applications with little to no investment. This article focuses on the many features I use with the free Wunderlist app. The company was acquired by Microsoft in June 2015. Wunderlist was created in 2011 by Berlin-based startup 6Wunderkinder. With software applications changing so rapidly, you might wonder if there is something better. I was curious myself, and even did a little research to find the newest and greatest. Wunderlist still hits the top five charts today. As a virtual office manager, I understand the importance of staying organized. Not only do I need to stay on top of the many tasks required to run a business, it is also necessary for me to manage all my clients’ to do lists. Several years ago, I searched for the best task management app, and stumbled upon Wunderlist. I have been hooked ever since.
0 Comments
Leave a Reply. |