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TJA  
#1 Posted : 26 March 2013 09:51:23(UTC)
Rank: Forum user
TJA

Morning Everyone, In my bid to become more organised and efficient, does anyone have a Microsoft Excel document, or similar, which they use as a calendar/diary to plan and track your jobs-to-do list which you wouldn't mind sharing? Or, any tips on what has worked well for you in the past would be greatly appreciated? Thanks all, TJ
PH2  
#2 Posted : 26 March 2013 10:34:05(UTC)
Rank: Super forum user
PH2

Hi TJA, I use the "tasks" function within Microsoft Outlook. It nowhere near as powerful as Microsoft Project, but it does for most routine "to-do" items. Regards PH2
A Kurdziel  
#3 Posted : 26 March 2013 13:49:33(UTC)
Rank: Super forum user
A Kurdziel

We use Outlook to keep track of the deadlines that we have missed!
ExDeeps  
#4 Posted : 26 March 2013 16:00:33(UTC)
Rank: Super forum user
ExDeeps

I have a great big white board that I can point at and tell people to put their priority job on the list.... Then I ignore it! Seriously, the white board works for me - I can format it into lists, tables, dates, flow diagrams, priorities by colour - you name it. It's magnetic too so I can stick bits of paper on it as well. A bonus is that as I finish jobs off I can either scrub them off or put a line through them to track what I've achieved or ignored today. The only problem is stopping people scrubbing it off to draw on it, or a map of how to get somewhere...! Jim
gramsay  
#5 Posted : 26 March 2013 19:48:06(UTC)
Rank: Super forum user
gramsay

An ex-boss of mine 20 yrs ago (self-educated, started out as door to door vaccuum cleaner sales!) taught me a ton of good habits. I make a list (on paper) every single morning of what I want to get done today and keep referring back to it. Hardback A4 notebooks, with drawings, scribbles, scrawled notes are brilliant and difficult to recreate by computer. I keep old ones and still refer back for important data. I like whiteboards too. One of the best things I ever did to help me focus on the important stuff without distraction was to set whichever email client I use to only check for new mail every 30 minutes. I may yet change it to 60 in future. If someone wants me more urgently they'll phone, and it's amazing how much time is wasted on thinking you just have to quickly deal with something. Those two things above help structure and focus my day - odd stuff always happens of course but crossing things off the daily list is a great motivator. At the moment I use Wunderlist for other task tracking and have tried Outlook, Things and OmniFocus in the past but these things need to be really simple to keep me using them (Wunderlist is pretty good so far, you can share tasks and send it tasks from Outlook and it appears on all your phones, etc if you're into that kind of thing). This stuff is all so personal (and you can't substitute for motivation) that the most important thing is probably to take at least some time each day to think about it. Good luck
achrn  
#6 Posted : 27 March 2013 07:59:30(UTC)
Rank: Super forum user
achrn

In terms of self-organisation systems, I find the GTD system (David Allen) is the best of all the 'read this book to turn your working life around' systems. The system can be worked with assorted clever technology or paper and pencil and some filing baskets. Reliability is more important than cleverness. The only thing he doesn't have in his system which I find useful is a last-thing-at-night brain dump. A couple of minutes at the end of the day putting onto paper (or technology) anything that didn't get done today or needs to be done tomorrow helps me sleep. In my home life we a whiteboard on the kitchen wall half of which is divided into the days of the week and half is just clear space. We have what is effectively a team meeting after dinner on a Sunday evening where we all put on the next week's stuff and anything else to be remembered. It felt peculiar at first (we started doing it nearly a year ago) but it's probably the thing that has contributed most to family harmony in the 20 years we've been married (and 12 with kids). So I think the whiteboard approach can work too.
TJA  
#7 Posted : 27 March 2013 08:50:22(UTC)
Rank: Forum user
TJA

Thanks for the feedback everyone. Had a quick play around with the "tasks" function on Outlook, think I will give it a go and see how I fare on. Although, it seems that even with modern technology at our disposal many still prefer that paper list in front of us or the use of a notice board. Emails every 60 minutes sounds wonderful, I can only live in hope. Thanks, TJ
walker  
#8 Posted : 27 March 2013 09:41:01(UTC)
Rank: Super forum user
walker

achrn wrote:
In my home life we a whiteboard on the kitchen wall half of which is divided into the days of the week and half is just clear space. We have what is effectively a team meeting after dinner on a Sunday evening where we all put on the next week's stuff and anything else to be remembered. It felt peculiar at first (we started doing it nearly a year ago) but it's probably the thing that has contributed most to family harmony in the 20 years we've been married (and 12 with kids). So I think the whiteboard approach can work too.
Weird! In our house I just do whatever the wife tells me to do - NOW!
BuzzLightyear  
#9 Posted : 27 March 2013 09:58:12(UTC)
Rank: Forum user
BuzzLightyear

I think this is a really good question. Personally I use two apps on my ipad and ipod touch - 'pocket informant' which includes the calendar and tasks lists, and a nice little app called daily deeds where I can tick off that I have checked my task lists, sorted out my in-tray etc. Pocket informant syncs with Google calendar which in turn syncs with outlook. I respect other people for getting on with paper based diaries or white boards. However, having such messy writing and being the sort of person flips between order to chaos I prefer to use computer based apps. However, I have yet come across a calendar app that shows a whole year or 12 months at a time where you can see all your appointments/commitments like a wall a giant wall calendar. So if anyone has come across anything like that, please let me know. I always find it a bit stifling only being able to see a month of appointments at a time.
sadlass  
#10 Posted : 31 March 2013 23:39:41(UTC)
Rank: Forum user
sadlass

Buzz - I'm looking for that solution too! Obviously best for tablets rather than mobiles due to size format, but year planners are certainly essential in my life. Still sticking with the W H Smith A4 card one for now . . But thanks for the tip on the app - I will be downloading trial version ASAP.
paulrun26  
#11 Posted : 01 April 2013 20:16:22(UTC)
Rank: Forum user
paulrun26

Outlook for me - especially for adding recurring tasks ( great for those long-term reminders, RA reviews, getting the MD to update the statement of intent each year and so on.) I also keep an A4 hardback book, I just write each new day at the top of a page and then add any seemingly meaningless drivel that I think may be of use ( I take it everywhere - and home too). It has two uses: firstly, when I write something down I tend to recall the events much easier. Secondly I sometimes need to refer to meetings, notes etc. and or, things I've said to people. I bought a tablet for just this purpose - syncs with Outlook just fine but I thought I could adapt things to simplify inspections etc - that I have to get my head round now. It is good for keeping all those HSE ACoPs in pdf though. You will need to decide what's best for you and what you can work with, don't be afraid to adapt, change, alter etc. Best of luck. Paul
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