Things 3: My task manager of choice and how I use it
Finding the right tool is paramount to getting things done thought your life or business, so when it was time to re-organise my workflow and framework, I stripped it all back and decided to go back to simplify.
In this episode, I will show you how I use my task manager of choice, Things 3, and give you an overview of how it could also help you too!
Transcript
so in yesterday's episode I talked about
using a task manager and how you should
utilize a task manager and get rid of
your post-it notes to actually help you
in this episode I'm actually going to
show you my task manager so stay tuned
hi my name is Kay I'm a tech minimalist
and I help organize my clients
technology so they can free up their
time before we start if you're listening
to this on the podcast it might sound a
bit weird so in the show notes you'll
find a link to this actual video I'll
try to explain things as much as I can
rather than just show them so you can
actually understand a little bit more as
to what I'm showing that makes any sense
okay so this is my task manager now I
used to use things now things is a
fantastic task manager however I don't
need all of the features on there now
things three I used things from version
one or even pre version one and it was a
fantastic app however there were some
features that it was actually missing so
I was searching constantly searching for
a new app for myself now things three
have done did it did a massive update I
think it was last year and they were
constantly updating it with a few extra
features however the reason I moved over
was the simplicity of this app and how
it works how mac-like it is how clean
and sparse it is and the that I've just
actually realized that there were a lot
of features in todoist that I simply
wasn't using and I didn't need there
were so many yeah features that just
wasn't using and this is the thing a lot
of people saw as my dog walking down the
stairs okay there was there was a lot of
features that I thought I needed
and this is the issue a lot of people
think that they need specific features
on an app where in fact they actually
don't so I went to things I moved all my
stuff over in the past week or so a
couple of weeks three weeks that's
something like that and and it couldn't
be happier it syncs obviously with your
phone everything it's not cross-platform
so it is Mac only but then again I'm a
Mac junkie most of my clients are Macs
and that's where my what my niche is so
I don't need something that is on all
platforms it's not on the web it's not
anything but it is on your phone your
iPad and on your Mac anyway that being
said let's dive in and I'll show you
exactly what's going on so with that
this is the view that I use all the time
I work from the today view I make sure I
add dates to all my tasks so I don't
need to delve into the sidebar which is
which is this at all because I don't
this this already makes me it gives me a
headache because I don't need to see it
this is exactly what I need to see but
let's talk about the sidebar and very
basically we have an inbox so every time
I have any ideas when I'm walking down
the street I just put it into the inbox
and then I organize it afterwards I'm
not going to go through what these are
these are kind of self-explanatory today
is what I work from upcoming is what's
upcoming seven days I think it goes on
to the whole year or whatever any time
tasks that aren't dated sorry
any time I think yeah they're not dated
and some day is no some day is not dated
and any time isn't dated as well yeah
they're not dated as well I don't know
what the difference is between that I
don't use it any time I use some day so
I don't actually get it logbook is stuff
that you've actually done in the past
and obviously the trash very basics I'm
going to probably make
in depth video about this about each of
these sections I just wanted to show you
explain sorry what they were now just
like my filing and my calendar I have
three areas work business personal so in
my work is literally my client work or
my other stuff that I have to do for my
clients not my coaching clients my
coaching clients I actually use Basecamp
so I'm not gonna go there but basically
any thing that I need to do for my
clients and my prospects as well I don't
use a CRM I think this is actually
better for me than a CRM business is
anything that I'm doing for my business
and personal is obviously personal and
that's it so every time I make a a task
I put it into a specific area or project
and I date it I don't generally use tags
or anything I use kind of an overview
tag so if you notice in my today view I
have this all button and business
personal work now these aren't areas
these are actually tags so in my area in
my work area I've just put a tag to
explain to me what it is when I'm in my
today view so if I click my work tag and
I literally only see what I need to do
for my clients for my client work and
again same with my personal and same
with my business and I can press all to
see everything that's basically I try to
keep it as simple as possible I can also
see my calendar items for for today
in this view so I I can click onto them
and actually go to their appointment in
my calendar so this basically gives me
an overview of what I need to do at any
one time I don't need to go all over the
place to try to
what I need to do I obviously have a
calendar and as I say that I use
Basecamp to do specific things for my
projects like long-term projects but
short-term projects for my clients and
myself and for my business I basically
put into here is my dog walking up the
stairs again hey wolf are you gonna
relax okay
so again I just wanted to show you how I
organize my to-do list manager which is
now things three and has been for a few
weeks
and I really really like it because it's
so I can explain gesture friendly
especially when you're working on your
phone were you kind of swiping
everything and in todoist
I wasn't able to do that there are
certain things you could do but I found
that I was clicking too many buttons too
many pages too many areas to do what I
actually needed to do I on the Mac I
couldn't properly get rid of the sidebar
as I said I only work in that's a day
view so it was kind of a lot of the
features in there were kind of pointless
to me however saying that I don't
dismiss using todoist
for some clients I don't dismiss using
any other tool that I don't use for my
clients because I work with my clients I
have to get rid of those stairs I'm
sorry I have to find out how my clients
work and then figure out the right tool
for them but a task manager of any kind
is the best thing you can do for your
life and for your business and obviously
for your work because it will help you
organize everything and as you've seen
with my task manager it doesn't have to
be complicated it doesn't have to be
over-the-top
there are features in in in in things
that just haven't
if you're interested I'll do a more
in-depth video about about it so you can
keep it as simple as possible I mean
this whole channel and what I do and Mac
junkie as a whole my life as a whole is
about simplifying everything is about I
hate the word laziness I don't want to
use that but I want to be as lazy as I
need to be but make sure I get
everything done for my clients anyway
I'll leave it there for now as I said if
you're a podcast listener please go to
the show notes for a link to this video
so you can actually see what I'm what
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Sunday with special offers and stuff as
well as like an overview of what I spoke
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any other videos so yeah keep it simple
and I will see you on Monday so have a
great weekend see you then ciao bye bye