Wednesday, March 25, 2015

Goodbye Handwritten To Do List, Hello Todoist

One of my favorite feelings in the world is crossing something off a To Do list. I’ve become so obsessed with it over the years that I never thought I could give up my handwritten To Do lists. But I’ve finally done it!

After looking at a few apps recommended by other organizers and some tech-friendly friends, I found that I liked the clean layout and functionality of Todoist

I’m sharing some insight on my experience for all you 
handwritten list lovers out there.

Don’t get me wrong, my handwritten process was working, but it was time to embrace technology as I encourage so many clients to become less dependent on paper whether lists, calendars or files. I told myself for years that it wasn’t a bother to rewrite my lists periodically but who was I kidding. Why waste time when there is a better way?

At first it was hard for me to remember to use the app because I was in such a habit of handwriting everything in my notebook. It took about a month to break the habit.

Here's how I'm using the app:
  • I have separate personal and work To Do lists.
  • I created a Client List to manage follow-up and action items for all clients.
  • I'm tracking lists of books to read, shows to watch, and places to travel. Lists don't have to be boring!
  • The app is also a project management tool. We're throwing a party in May, and I've broken down tasks that I need to accomplish week by week.
  • I took extensive handwritten notes I compiled for planning a tailgate, including supplies, amount of food and beverage to buy, and menu selections and created a list so all that information is neatly in one place. It felt so good to throw away that messy sheet of notes.
I feel like I’m just scratching the surface. There are so many different ways I can imagine using the app.

Now here is the deal, I still hand write my daily To Do list. Old habits die hard and it’s working for me. But now I just open my calendar and the app, scan the list and write down my focus for the day. If I have chunks of time available to tackle larger projects, I hold that time on my calendar. At the end of the day when preparing the next day's list, I cross items out in the app.

Basic v. Premium
I’m using the free, basic user level and that provides enough functionality for me.  At this level you can create multiple lists (or "Projects") and schedule tasks to days to create your daily To Do list in the app. It also allows you to add priority levels to tasks and assign tasks to others to aid in delegation.

A yearly subscription for $29 does some fancier things. It allows you to add labels to tasks, which basically allows you to tag tasks (like, all calls). You can add notes and attachments to tasks (great for items you need to review by a certain date), search tasks, and it syncs tasks to iCal.

Do any of you use Todoist? Would love for you to share your experiences or other helpful apps you use to stay organized. 

Image credit: Casa and Company

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