Task Lists
Remembering To Do All Essential Jobs, In The Right Order
A 'Task List' is a list of all the tasks that you need to carry
out. It consolidates all the jobs that you have to do into one
place. You can then prioritize these tasks into order of importance.
This allows you to tackle the most important ones first. If you
have not used Task Lists before, try them now, as they are one
of the keys to being really productive and efficient.
Task Lists are essential when you need to carry out a number
of different tasks or different sorts of tasks, or when you have
made a number of commitments. If you find that you are often caught
out because you have forgotten to do something, then you need
to keep a Task List.
Whilst Task Lists are very simple, they are also extremely powerful,
both as a method of organizing yourself and as a way of reducing
stress. Often problems may seem overwhelming or you may have a
seemingly huge number of demands on your time. This may leave
you feeling out of control, and overburdened with work.
Preparing a Task List
The solution is often simple: Write down the tasks that face
you, and if they are large, break them down into their component
elements. If these still seem large, break them down again. Do
this until you have listed all the tasks that you have to do.
Once you have done this, run through these jobs allocating priorities
from A (very important) to F (unimportant). If too many tasks
have a high priority, run through the list again and demote the
less important ones. Once you have done this, rewrite the list
in priority order.
You will then have a precise plan that you can use to eliminate
the problems you face. You will be able to tackle these in order
of importance. This allows you to separate important jobs from
the many time-consuming trivial ones.
Using Your Task Lists
Different people use Task Lists in different ways in different
situations: if you are in a sales-type role, a good way of motivating
yourself is to keep your list relatively short and aim to complete
it every day.
In an operational role, or if tasks are large or dependent on
too many other people, then it may be better to keep one list
and 'chip away' at it. It may be that you carry unimportant jobs
from one Task List to the next. You may not be able to complete
some very low priority jobs for several months. Only worry about
this if you need to - if you are running up against a deadline
for them, raise their priority.
Key points:
Prioritized Task Lists are fundamentally important to efficient
work. If you use Task Lists, you will ensure that:
- You remember to carry out all necessary tasks
- You tackle the most important jobs first, and do not waste
time on trivial tasks.
- You do not get stressed by a large number of unimportant jobs.
How Ultrasoft Crm.NET 2.0 helps
Task management is an integral feature
of Ultrasoft Crm.NET 2.0. Some of the key features are:
- Assign tasks to users
- Set due date and priority of task
- Link the task to a contact, company or project
- Set critical threshold at which point the task is automaticlly
escalated to critical
- Critical tasks are highlighted in red
- Group tasks into customizable categories
- View your tasks only or all company tasks
- View task history and show progres
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