Keep Your Eggs in One Basket – Part 1
Posted by Heather Villa, CMA, MBA, MSM on February 04, 2010 in: Coaching

If you’re just starting out in business, this blog won’t apply to you… yet. But if you’ve been in business for a while, I think this will really resonate with you:
You get up in the morning to start your day. You open your email. There are 25 new emails plus a dozen from yesterday that you didn’t get to. You go to your task management system; there are a dozen tasks waiting, perhaps shaded with various colors of green (good!) and red (never good!). Then you look at your schedule. Then you look at your wall calendar. Then you check the proprietary task management systems that four of your clients have set up for you to use. Oh, and you haven’t checked voicemail yet.
After all of that is done, it’s time to get to work. But it’s not very efficient. And as you go through your day, new items pile up in each of these collection points and they need to be juggled. It’s like having a bunch of people talking to you all at once! It gets chaotic and you’re not actually very efficient by running from one place to another to keep on top of it all. You spend more of your time trying to manage your tasks than you need to.
BUT… At the same time, I’m realistic enough to recognize that you can’t always use one system. Clients may not want to work in a particular system and you can’t eliminate email and voicemail. We have lots of collection points and they don’t all automatically synch.
Here’s what you need to do:
Find one place where you can put it all. Find one collection point that acts as the ULTIMATE collection point – a dumping ground for all of your other collection points. David Allen of GTD talks about this, but I think it’s a part of his system that doesn’t get as much credit as it should. I’ve drank a little bit of the GTD Kool-aid – enough to pick out the parts that I like – and I think his idea of minimizing in-baskets is one of the key strengths of GTD.
I don’t think it matters what you use:
- Maybe you have your own task management system.
- Maybe you use something really simple like RememberTheMilk.com
- Maybe you use Google Calendar. Maybe you use your email inbox.
- Maybe you go old school and you write a list on a piece of paper.
Although I think some things are slightly more efficient than others, I think the very first step is to have one single collection point from which everything else is gathered. If you can synch those things together electronically, all the better, but sometimes those things don’t synch.
Find one place to dump everything and you can sort from there. This will help you feel considerably less stressed in your day because you’ll be able to look at everything all at once. When a project is done, cross it off of your task management system, remove it from whatever original source it came from (email, or a client’s project management system) and you’re done.
Now, some of you are saying to me: “But Heather, it doesn’t sound very efficient to copy things from one task management system to another.” However, I would argue that a quick copy-and-paste to put all of your work in one single place is way more efficient than clicking here and there to manage half a dozen management systems for each client. It gives you one place to see, prioritize, and work through everything, rather than having many places that each have their own priority.
In the next blog, I’m going to give you some pointers to help you do this.
Stay tuned!
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3 Comments
I agree, it took me forever to decide on a system but I finally settled on Toodledo.com for my tasks, and I use it at home and anywhere I work, for everything (almost). It’s very much like RememberTheMilk but I found it more flexible, and I paid for the Pro account (one side effect of paying for it means I’m “invested” so I’m more likely to keep using it than trying a new system every day or week, which is what I did for a long time…it also gives me subtasks which I rarely use, and a few other cool things
Did I try out a lot of systems before? Yep, 27 of them I ended up bookmarking on Delicious.com: http://delicious.com/davidszp/todo
And, I still struggle with finding something that’s more project management/collaboration oriented (mainly ’cause I’m too cheap to pay for Basecamp
But I use the web Toodledo version on my computers (in sync ’cause it’s a web app), and I use Appigo Todo’s app on my iPhone which is excellent (though Toodledo has an official iPhone app I own as well, and it’s a little less expensive than Todo). I even use the “forward an email to create a task” option a lot. But having it with me EVERYWHERE is huge, both for looking at it and adding to it, and I use Contexts to sort what I need to do from my current location (home, work location 1, work location 2, errands, etc.). My system is “GTD with tweaks that work for me” though I should probably move more toward a more rigid GTD system from where I am. But I’ve stayed with Toodledo for close to two years! For me that’s unheard of for a todo list, and it’s because I 1) use it for everything, and 2) can access it anywhere.
Thanks for the reminder that one-place-for-all is the best!
Oh yeah, I use Jott.com (I pay for 10-20 minutes at a time and it takes months to use them since adding tasks only cost 3-5 seconds usually) to “speak” a task to Toodledo as well, from my iPhone (with their app, though you can use it from any cell phone as well). Transcription is excellent and I just have to “sort/file” the task in Toodledo later…great when people stop me in the hallway and ask me to do something, I can just “Jott” it to my todo list in a few seconds.
No freebies here, I’ve paid for all the pay stuff I mentioned and am not affiliated with the free or paid stuff, just a happy user!
David,
Thank you for all the extra ideas and insights. I used to use the ‘flag’ in my email box (Outlook) and then I moved to basecamp, then to Hiveminder, then to Wrike, I finally decided on Intervals. I like it alot and it works for me.
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