A couple months ago during a mastermind meeting I was explaining to the group that sometimes I felt like I was having trouble managing the time that I have available. I was using an app that was great on a desktop as it synced with your emails to create tasks, but there was a cost attached to it. It would probably be more valuable if I had a larger practice. I really wanted something that was easy to use on my mobile devices.
They suggested that I try out an app called “Todoist”. The name is exactly what it suggests, It’s a “To do list” app that can be categorized by type of task, due dates and prioritized. The app’s free version has come in handy in a couple different ways.
I sort my tasks by one of three types, Oldridge Accounting, Automaxx (my controller position at my in-laws family business) and personal. My Oldridge Accounting tasks are both client and firm related. I have now been able to schedule my future blog post topics in advance. I have also set recurring tasks such as bi-weekly payroll reminders for a couple clients and quarterly HST returns.
The key to using this application effectively is to make sure you schedule your important tasks as soon as you know their approximate deadline. You really do not want to miss something important.
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