I’ll go first -
I have created a Hidden, Internal contact for myself (I used my role as the name of the contact since using my name would be problematic)
Under this contact I have created several work orders that are not related to clients (internal reporting prep, setting up regular meetings, Newsletter creation...) but are key to me staying on top of my work.
- The repeating schedule matches the work
- I have weekly commitments broken down by task, I keep the status updated on each task so even if I get interrupted I will know where I am at on my weekly commitments.
- Bi-weekly/Monthly/Quarterly are set up so I don’t drop the ball because time flies.
- I have them set so the tasks populate 1 day before the start date so it is always a current list of tasks.
- I link emails and notes as they come in but do not have to shift my focus to that work until it’s time to actually work on it.
- Some are simply ‘parking lots’ for items I don’t want to lose track of
- One off projects that may have several emails or notes along the way with a specific due date
- If I have created a document I make sure to link it in a note so there is no searching when I get back to it, I simply go to my Karbon work order
- Storage for specific newsletters that I get - no due date but I do add a comment if there is an article or item I want to highlight
This helps keep my Triage and To-do lists under control.
We also have Private, Internal contacts for teams to park their non-client work like meetings, training programs, onboarding new employees, etc.
I am very interested in learning about the hacks you all use,
V