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3 Secrets to Moving Personal Task Management to the Business Level

3 Secrets to Moving Personal Task Management to the Business Level

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    You’ve got managing your tasks down to a science. Your dry cleaning is always picked up on time, your ‘honey-do’ list at home has nothing left on it, and you’ve even gotten through all the assignments your supervisor has handed off to you. You are a to-do list rock star.

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    But then something changes: maybe you’ve started your own business. Perhaps you’ve been bumped up into management. Suddenly you have to manage tasks for more than just yourself: you have employees or contractors you’re responsible for keeping on track, as well as a need to complete your own projects. How do you take your personal task management skills to the next level? How do you manage tasks when you’re responsible for other workers’ accomplishments?

    Making The Change

    I’ve been struggling with adapting my approach to managing tasks to the fact that I’m in charge of more than just my own work these days. Somehow, assorted to-do lists on RememberTheMilk just stopped being enough when I needed to remember to handle invoicing, checking in with writers and still handle my own projects. I had to step up my task management skills and make some changes.

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    As I was finding a new balance for managing deadlines and tasks, I learned a few things. In particular, I learned that I didn’t like most of the project management options out there — many were actually more hardcore solutions than I needed — but a lot of the basic task management options didn’t meet my needs either. Just as I had to find a system that worked for me when I started getting my to-do list under control, I had to find a balance in handling projects that involved multiple people. Along the way, I learned a few things.

    Secret #1: Technology is a Choke Point

    I think just about everyone I know relies on technology in some way to help them manage their to-do lists. There are a few paper-and-pen holdouts, admittedly, but that sort of approach does place certain limitations on task management. A lot of people have moved at least as far as using a text file to manage their tasks, if not moving on to at least a basic application. The technology available can be extraordinarily helpful in not only organizing tasks, but also helping us complete them. However, it’s also the choke point for taking on bigger projects and responsibilities.

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    The big problem is that we commit to a certain application or approach to managing our tasks. While there are a few exceptions that flit between RememberTheMilk, Toodledo and whatever they find like to-do list butterflies, the general approach is to find one system that works for you. We tend to stick with systems until something forces us to move on. That’s actually not a bad thing: why mess with something that’s working. The issue is that we don’t always recognize exactly what isn’t working. We’re inclined to cling to our current set up or application as long as possible.

    The solution is relatively simple: we have to be willing to change our technology as needed. I’m not recommending that we all join the aforementioned butterflies, but it is important to recognize that as we scale upwards, we usually have to change tools. Take a look at your options and see which meet your new needs: maybe the ability to share tasks is crucial, or perhaps you need some sort of visualization. And when you find the tool that makes sense as the next step, jump as fast as possible.

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    Secret #2: Other People Are Now Involved

    If you’ve gone the entrepreneurial route and you’re doing well, you might be hiring employees or bringing on a virtual assistant. Even if you’re just managing staff for someone else’s company, you’re going to have some other people to think of when it comes to managing tasks and projects. As the boss, you do have the option of imposing any productivity system you want but doing so might not endear you to the people you have to work with.

    It’s worth your while to check with those individuals to see how they like to handle tasks. Make use of the inboxes, to-do lists and other systems they already have in place, whenever possible. There’s often a reason that they’ve made use of a particular system: right now, I’m working with a writer who just doesn’t have the online skills to work with something like Basecamp. I email her each task or project I need her to work on, because that’s the only inbox she’ll actually check. Such a situation isn’t always ideal, but it works and that’s the important thing.

    Secret #3: It Has to Work

    When I realized I needed an application that could help me track larger projects, I looked at several options. I signed up for a whole stack of trial accounts and messed around with a whole bunch of applications. There were one or two that I kept coming back to — not because they worked particularly well with the way I operate, but because I knew that a couple of friends swear by them and find them perfect options. I even started using one of these applications — and everything fell apart.

    Recommendations aren’t enough. Instead, an application actually has to work with your personal methods of getting things done. If it doesn’t, don’t pay money for it and don’t spend time on it. Try out applications as much as needed, but jettison them if they aren’t working for you.

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    Last Updated on September 10, 2019

    How to Master the Art of Prioritization

    How to Master the Art of Prioritization

    Do you know that prioritization is an art? It is an art that will lead you to success in whatever area that matters to you.

    By prioritization, I’m not talking so much about assigning tasks, but deciding which will take chronological priority in your day—figuring out which tasks you’ll do first, and which you’ll leave to last.

    Effective Prioritization

    There are two approaches to “prioritizing” the tasks in your to-do list that I see fairly often:

    Approach #1 Tackling the Biggest Tasks First and Getting Them out of the Way

    The idea is that by tackling them first, you deal with the pressure and anxiety that builds up and prevents you from getting anything done—whether we’re talking about big or small tasks. Leo Babauta is a proponent of this Big Rocks method.[1]

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    Approach #2 Tackling the Tasks You Can Get Done Quickly and Easily, with Minimal Effort

    Proponents of this method believe that by tackling the small fries first, you’ll have less noise distracting you from the periphery of your consciousness.

    If you believe in getting your email read and responded to, making phone calls and getting Google Reader zeroed before you dive into the high-yield work, you’re a proponent of this method. I suppose you could say Getting Things Done (GTD) encourages this sort of method, since the methodology advises followers to tackle tasks that can be completed within two minutes, right there and then.

    Figure out Your Approach for Prioritization

    My own approach is perhaps a mixture of the two.

    I’ll write out my daily task list and draw little priority stars next to the three items I need to get done that day. They don’t need to be big tasks, but nine times out of ten, they are.

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    Smaller tasks are rarely important enough to warrant a star in the first place; I can always get away without even checking my inbox until the next day if I’m swamped, and the people who need to get in touch with me super quickly know how.

    But I’m not recommending my system of prioritization to you. I’m also not saying that mine is better than Leo’s Big Rocks method, and I’m not saying it’s better than the “if it can be done quickly, do it first” method either.

    The thing with prioritization is that knowing when to do what relies very much on you and the way you work. Some people need to get some small work done to find a sense of accomplishment and clarity that allows them to focus on and tackle bigger items. Others need to deal with the big tasks or they’ll get caught up in the busywork of the day and never move on, especially when that Google Reader count just refuses to get zeroed (personally, I recommend the Mark All As Read button—I use it most days!).

    I’m in between, because my own patterns can be all over the place. Some days I will be ready to rip into massive projects at 7AM. Other times I’ll feel the need to zero every inbox I have and clean up the papers on my desk before I can focus on anything serious. I also know that my peak, efficient working time doesn’t come at 11AM or 3PM or some specific time like it does for many people, but I have several peaks divided by a few troughs. I can feel what’s coming on when and try to keep my schedule liquid enough that I can adapt.

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    That’s why I use a starred task list system rather than a scheduled task list. It allows me to trust myself (something that I suppose takes a certain amount of discipline) and achieve peak efficiency by blowing with the winds. If I fight the peaks and troughs, I’ll get less done; but if I do certain kinds of work in each period of the day as they come, I’ll get more done than most others in a similar line of work.

    You may not be able to trust yourself to that extent without falling into the busywork trap. You may not be able to tackle big tasks first thing in the morning without feeling like you’re pushing against an invisible brick wall that won’t budge. You might not be able to deal with small tasks before the big tasks without feeling pangs of guilt and urgency.

    My point is:

    The prioritization systems themselves don’t matter. They’re all pretty good for a group of people, not least of all to the people who espouse them because they use them and find them effective.

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    What matters is that you don’t fall for one set of dogma (and I’m not saying Leo Babauta or David Allen preach these things as dogma, but sometimes their proponents do) until you’ve tried the systems extensively, and found which method of chronological prioritization works for you.

    And if the system you already use works great, then there’s no need to bother trying others—in the world of personal productivity, it’s too easy to mess with something that works and find yourself unable to get back into your former groove.

    “If it ain’t broke, don’t fix it.”

    In truth, this principle applies to all sorts of personal productivity issues, though it’s important to know which issues it applies to.

    If you thought multitasking worked well for you each day and I’d have to contend that you are wrong—multitasking is a universal myth in my books! But if you find yourself prioritizing tasks that never get done, you might need to reconsider which of the above approaches you’re using and change to a system that is more personally effective.

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    Featured photo credit: Sabri Tuzcu via unsplash.com

    Reference

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