Although using a paper checklist is an easy way to get started, software-based approaches can be more efficient in spite of the learning curve. These can remind you of events or tasks that will soon be overdue, they can also be synchronized with your phone or email, and they can be shared with others on your team, if you’re collaborating on a project.
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.)
By keeping such a checklist, you make sure that your tasks are written down all in one place so you do not forget anything important. And by prioritizing tasks, you plan the order in which you’ll do them, so that you can tell what needs your immediate attention, and what you can leave until later.
All of us think, plan and work differently. A program that works well for a colleague might not work well for you simply because you learn and think in your own way. This is why it’s useful to research and try several different ways of compiling your checklist before deciding on a single system.
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