How to Get More Out of Your Task Manager

This week’s question is on how to reduce the number of tasks in your task manager. 

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Episode 259 | Script

Hello, and welcome to episode 259 of the Working With Podcast. A podcast to answer all your questions about productivity, time management, self-development and goal planning. My name is Carl Pullein, and I am your host for this show.

 We’ve all face this problem. Getting tasks into our task manager, adding dates and then discovering that we have far too many tasks to complete on a given day. It’s problematic because we feel once a date is added, it must be done on that day. 

The truth is, most of the tasks on your list for today do not need to be done today. They could be done tomorrow or the day after, and nothing would go disastrously wrong. Yet, the task being on your list today leaves you feeling it has to be done today. 

In many ways, this is a symptom of becoming better organised and more productive. It’s not the disaster many feel it is, just a growing pain and one that, with a little strategic thinking, can be overcome. 

So, today, that’s what I will do. I will share with you a number of tips and methods that will help you to overcome this feeling of overwhelm and the need to do everything on your list each day.

And that means it’s time to hand you over to the Mystery Podcast Voice for this week’s question.

This week’s question comes from Philip. Philip asks; Hi Carl, I’m having a big problem with my daily tasks. No matter how hard I try, I never complete my tasks for the day, and it causes me to feel deflated and disillusioned. I keep trying different task managers, and that does help for a week or two, but after that, I find myself in the same problem. How do you stay on top of your tasks every day?

Hi Philip, thank you for your great question. And don’t worry. You are definitely not alone with this problem. 

The first thing to understand is if you are following the Time Sector System, the focus is not necessarily on what you do each day; the focus is on what you get accomplished in the week. This is why the most important folder you have in the Time Sector System is the This Week folder. This is where you put all the tasks you want to complete this week. 

All the other folders are just holding pens for tasks you have not yet decided when you will do. And that’s okay.

When you stop focusing on daily task numbers and instead focus on what you will accomplish in the week, if you get to the end of Monday and you still have several tasks to complete, you can relax and simply reschedule the remaining tasks for another day in the week. 

Now, there will inevitably be tasks that need to be done on a given day. For those tasks, you use the 2+8 prioritisation method—where two of your ten most important tasks must be completed that day. (Even if you have to pull an all-nighter to do it—which hopefully doesn’t ever happen, but that’s the mindset you want to have)

You can utilise the power of time blocking and block out sufficient time to make sure you get those two tasks completed for the day. For instance, this week, on Tuesday, I had a two-hour block of time for writing. On my task list, I had this podcast script to write as a priority task. Hence, I wrote this script in that two-hour block of time. 

When I did my planning for the day on Monday evening, I saw the task, and I saw I had a writing time block. I made writing the script a priority task and went to bed knowing I had sufficient time to write the script. 

Linked to this, there are a couple of things you can do that will help to reduce your daily task list numbers. The first is to theme your days. This is an idea from Mike Vardy of the Producivityist podcast. Mike calls it Time Crafting, and essentially, you theme each day. For example, you may have Monday and Tuesday for client and customer work. Wednesday for follow-ups and chases, Thursdays for project work and Friday for admin. 

Knowing what your core work is will help you design this effectively. If you don’t know what your core work is, you will fall into the trap of firefighting—where you are always reacting to what is thrown at you rather than being more proactive and focusing your time and attention on what you are employed to do. 

Once you set your theme for the day, when you do your weekly planning session, you can move tasks that relate to each theme to its day. For instance, all your admin tasks can be scheduled for your admin day, your client matters can be scheduled for your client work days, and any project tasks can be done on project days. 

The key to making this work, though, is to fix the days. When you find yourself knowing that Mondays are for working with your clients and customers and Fridays are your admin days, life becomes that little bit easier.

Now, there will inevitably be emergencies that need your time and attention on days when you planned to do something else. That’s just life, and that’s where you need to build some flexibility into your approach. 

One of my favourite TV shows is BBC’s Repair Shop. If you don’t know this show, it’s about a group of skilled craftspeople who restores and repairs people’s things. These things can range from old alarm clocks that a grandparent owned and passed down to an old corner shop sign that has seen better days. The skills on the show are amazing. But one thing that stands out to me when I watch this show is before any work is done, the craftsperson looks at the object as a whole and looks to see what work needs to be done. 

Invariably, the first step is to clean the object so they can get a better view of what needs to be repaired. 

Often when we get a task, we don’t stop to look at the task as a whole and see what needs to be done. Our brains are terrible at estimating what needs to be done and how long it will take. It’s far better, when you process what you have collected in your inbox, to give yourself a few extra seconds to stop and think about what needs to be done before you move it to one of your time sectors. In my experience, most of your collected tasks don’t take as long as you first imagine. Often a task is similar in nature to other tasks you have to do and can be added to the same day you plan to do those similar tasks. 

Which leads me to one of my favourite tricks to reducing my task list for the day, and that is to use spreadsheets.

The great thing about a spreadsheet is you can design it to contain whatever information you like. You can then manipulate that information in ways that give you a list you can work from. 

So, if you work in sales and you need to follow up with prospects each day, rather than have all these follow-ups in your task manager, you put them into a spreadsheet. You then only need a single task in your task manager that tells you to do your follow-ups for the day. 

The great thing about this is rather than having ten to twenty individual tasks randomly thrown into your task manager; you can “chunk” your follow-ups together because when you open your spreadsheet, the only decision you need to make is how long you spend on that task. 

This also helps you better manage your time. You can dedicate however much time you like to doing your follow ups each day, and rather than looking for the tasks and the time you waste doing that, they are all contained in a single place with all the information you need from when you last spoke to the customer, to their contact details and any other information you want to keep. 

This also avoids the problem that is inherent with a task manager. Once you check off a task it disappears. You no longer have any information you may have collected. You can try and search for your completed tasks and I know most task managers do allow you to do this, but it’s cumbersome and is a huge time waste.

Plus, if you are using Google Sheets or Microsoft Excel online, you can get the URL for the sheet and paste that into the recurring task so all you need do is click the link and you’re straight into the sheet you need with all the information you need right in front of you. 

The final part to this conundrum is to be strict about what gets into your system. This comes back to the time v activity equation. Time is fixed. We only get 24 hours a day and we cannot change that. The only part of the equation we do have any control over is the activity part—what we do each day. 

I’ve been reminded of this since I returned to Korea from Europe. Travelling east gives you jet lag and I am terrible with it. This means for the first week or two, on my return, I am very tired in the afternoons, become wide awake in the evening and wake up around 4 AM. I have in the past fought this and stayed in bed wide awake getting more and more frustrated. Instead, these days I get up at 4 AM and get as much work done as possible before the inevitable slump later in the day. 

Gradually, my sleep returns to normal, but I find the 4AM starts are great for my productivity. I know. I cannot change the time I have each day, but I can get as much work done in the time of day I am awake and rest when I am feeling extremely tired. 

So, there you go, Philip. I hope that has given you a few tips and tricks that will calm your overactive task manager and bring you some peace. Thank you for your question and thank you for listening. 

It just remains for me now to wish you all a very, very productive week.