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Tax Preparation Checklist

Or, imagine you’re in a sales role and have a long list of people who you need to talk to. You write out a checklist of everyone you need to call and every client you need to see, and start prioritizing.

Keeping a properly structured and thought-out checklist sounds simple enough. But it can be surprising how many people fail to use them at all, never mind use them effectively. In fact, it’s often when people start to use them effectively and sensibly that they make their first personal productivity breakthroughs, and start making a success of their careers. The video, below, gives some tips on how you can start to use To-Do Lists more effectively.

Write down all of the tasks that you need to complete on the checklist. If they’re large tasks, break out the first action step, and write this down with the larger task. (Ideally, tasks or action steps should take no longer than 1-2 hours to complete.)

A checklist template, often referred to as a ‘to-do list’, in order to manage tasks or items that need to be completed before a specific date or time. It is a helpful way to keep events and activities organized within a time-frame so that they are accomplished in a helpful way so that everything planned may be completed without forgetting an appointment, task, or chore. Create by filling-in online or handwriting after selecting one of the checklists to print.

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