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Saturday, October 15, 2011

Organize Your List of Things To-Do -- How Google Docs Organized my Task List

Have you ever wondered if there was an easy way to organize your list of "things to do" and you have tried checklists and other tools?  This idea uses an online option with an offline adaptation.  Both ways will allow you easy access to your assignments and tasks you do for yourself, your family, and for clients.


If you have access to Google Docs you can create a spreadsheet with a list of each item (include a column for each type of information you will need for each item on your to-do list.  Then create a 'submission form' which lets you quickly enter the information for each column on the form (you make the titles for the columns and you create the form as well).  Then you will have a "task submission" form you can fill in as you receive orders (or family to-do, appointments, etc).  After the item is completed you can put a check mark next to the item on your Google Doc spreadsheet.


Include columns about delivery time, payment amount, date payment received, etc and keep this form updated as you receive payments and feedback about each project or task.

I use this method several ways.  I do the data entry on one of them (for my checklist of all clients).  I have a couple that my clients complete themselves.  Because they send so many emails each day I gave them the link to the form to enter tasks instead of emailing me.  You can always us email to sort our any questions you have and then update the forms as you go to work with your particular needs.


In general each "form" should have all the columns you might need to open a task, take notes about the progress, note date ordered, date completed, price charged, date paid, feedback, follow up, etc.

If you do not have access to Google Docs you can still use the spreadsheet option on your computer's desktop (or literally on a printed out spreadsheet with the name of each task and the basic details (name of client, title of project, word count (if you are a writer), due date, date ordered, date delivered, date payment received, how much paid... any other data that will help you to track your daily flow of assignments. follow up with clients, check off your tasks.

If you find these tips helpful, please bookmark and share.

Thanks for Connecting,
Deb

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