How many places do you track your “to-do” items?
Here’s what I usually hear:
- Post-Its
- Notebook
- Planner
- Google Calendar
- Scratch Paper
- Task System
It’s not uncommon to have tasks in several different places. But what happens? They fall through the cracks… you lose the paper… your toddler eats it…
In this post, I am diving into my favorite task management system– Monday.com.
To-Do list automation
One of my favorite things about any task management system is the automation. I love building rules to facilitate the next action step.
In Monday, I have automations built to keep my tasks on my to-do list if I don’t finish them on the due date. You know how it is– you get to the end of your day and realize you were a bit overzealous in what you thought you could get done. With other systems like paper, you need to rewrite the task or remember to look back to ensure everything is noticed.
Another cool feature is that “Done” items aren’t automatically archived, so they are available for you to see until you decide to remove them or automate their removal. I love this because I can quickly see what I have done for the week.
My Work
I will keep saying, “THIS is my favorite feature,” whenever I find something new to love. But one of my pet peeves about other systems has always been there is no roll-up view– a view to see all different boards or clients to get a big picture of what I have coming down the pike.
Monday crushed this one out of the park with their My Work area. This area of the account shows all tasks assigned to me across all boards and all workspaces.
I can quickly jump in and see that I have work for my business and 3 clients due today without having to go into each individual board or workspace. This is a game-changer! I used a different system for over a year and always struggled with remembering to look at each board. eventually, I just moved them all to one, which was a giant cluster.
More automation
As I said earlier, automation is critical for any system. Automation is what really saves you time and increases your efficiency.
Once you have a standard workflow, you can quickly see what pieces are repeated and can be automated. An example I use in my business is my blog; once I write the garbage draft, I like to wait a day and then return to it for editing.
That can be hard to remember with all the other tasks and thoughts racing through my mind on any given day. So I have automation created that when I change the status to Garbage Draft Written, Monday automatically moves the due date by one day and changes the status to Edit.
Now I know it is ready for editing when I see it on my list. That might seem like a small example, but if I don’t have to give energy to remembering what step of the process I am on, I can be more efficient and save time by knowing exactly what I need to do next.
The options for automation are endless; I have automation set up to:
- Send emails
- Move items that are ready to be invoiced
- Recurring tasks
- Meal plan
- Move to the next step in the workflow
- Reminders
This is not an inclusive list of everything I love about Monday. Still, these features have made it easy to choose Monday over other systems I have tested and used.
A successful system is the system that’s used.
Monday or other digital systems aren’t for everyone, but Monday has been a game-changer for me. That’s why I became an authorized partner. I know the power behind the system, and I love helping others get set up.
You can sign up for a trial here.
