27th July 2025

As a working mother, I reside by my to-do lists. From deadlines, appointments, and conferences to playdates, pediatrician follow-ups, and nanny pay days, nothing escapes my long-winded lists.

But it surely’s straightforward to get caught up wherein fancy app or system you need to use on your record. Plenty of (very nerdy) web arguments focus on the fitting method. Must you stick with pencil and paper? An iPhone app?

“I’m a agency believer in David Allen’s Getting Issues Carried out philosophy — that ‘your thoughts is for having concepts, not holding them,’” stated Liz Sumner, a productiveness coach. In that case, getting to-dos out of your mind and right into a system you belief is one of the best ways to focus and carry out your finest work. However which one?

That’s why we requested Sumner and Tor Refsland, an award-winning time administration blogger and search engine marketing specialist, for recommendation on the best way to put collectively the “good” to-do record.

Step 1: Pre-drafting

To attain the very best to-do record outcomes, take a while earlier than drafting your subsequent one to evaluate your habits. Take into consideration a number of logistical particulars:

1. Contemplate your sort of labor. Search for repeatable rhythms in your work — duties that occur on the similar time each day, week, or month — so you can begin with a typical guidelines or template and add from there. For instance, as an search engine marketing strategist, Refsland says his each day core actions are divided into three classes:

  1. Rank personal web sites on high of Google
  2. Get new purchasers
  3. Rank purchasers’ web sites on high of Google

From there he can insert different one-off to-dos as wanted. In case your job includes delegation and teamwork, you’ll want to embrace precisely who you could collaborate with in your record. (ie. “Examine in with Xander re. new launch platform progress” or “Talk about with Group Y new June aims.”)

2. Do you favor each day or weekly lists? Do not forget that weekly lists will likely be longer, which can be off-putting to some. In case you favor the sensation of beginning every day with a recent slate, you’ll most likely profit from each day to-do lists over weekly ones. In case you favor understanding what’s coming down the pipeline always, a weekly record may work higher (however will want fixed maintenance anyway as issues change).

3. Will you mix areas of your life? Based on Sumner, it’s effective to mix totally different areas (private, work, and so on.) of your life on one record. The true trick is to keep away from including objects that you just aren’t dedicated to finishing, like “Lastly clear hallway closet.”

4. Arrange a system that ensures workflow seize. You’ll want some type of an inbox to seize all of your duties, in addition to common evaluate time to course of the inbox objects into the fitting bucket, says Sumner. It may be a ache to categorize objects in the midst of a name or assembly, so having a “staging” space helps.

Some folks like to make use of a web based system like Insightly or GTDNext, whereas others discover writing duties on a plain previous white board or in a pocket book just like the SELF journal will get the job completed. After you know the way you’ll preserve observe of your duties, which course of you resolve to observe to prepare and execute these duties is totally as much as you. A couple of common ones:

  1. Getting Issues Carried out (GTD): That is the system Sumner prefers.The GTD system requires you to ask the next questions of every process: What’s it? Is it actionable? What’s the subsequent motion? “If it takes lower than two minutes, do it proper then,” stated Sumner. “If not, then delegate it or defer it.” (Extra right here.)    
  2. Motion Technique: Utilizing the Motion Technique, you’ll place your initiatives (aka to-dos) into the next buckets: Motion Steps (an inventory of particular duties you could get completed on any given day), References (together with any supplementary information you could get your duties completed like movies, articles, hyperlinks, and so on.) and Backburners (issues that don’t must be completed proper now, like concepts, future pitches and targets). (Extra right here.)    
  3. Bullet Journal: The Bullet Journal system suggests that you just preserve a grasp record the place you constantly add non-urgent duties and also you cross them off as you accomplish them. From that authentic record, you’ll create each day to-do lists that embrace any objects which have develop into time-sensitive. These each day to-do lists must be as particular and actionable as potential, and will even embrace a bit for the highest duties that must be completed for the day. Determine these out by asking your self: What duties can have essentially the most affect on my day? What duties have to get completed right this moment? If I get nothing else completed right this moment, what duties will make me really feel essentially the most completed? (Extra right here.)

Step 2: Creating your record

Drafting a to-do record may appear easy, however except you’ve put some cautious thought into it, the system may fail you. For instance, Refsland recommends planning your to-do record about one week prematurely (making updates as crucial), and having a look at it every night time when your work is completed to make any crucial changes.

“If you have already got issues coming down the pipeline, then you’ll know what must be scheduled, or if you happen to don’t have issues in your subsequent week to-do record, you possibly can concentrate on the actions that finest go well with you, like bringing extra money to your small business,” he stated. “In case you observe the weekly and night time earlier than ritual relating to planning your to-do record, you shouldn’t spend greater than 15-30 minutes finishing it.”

These 30 minutes can appear pointless however a easy planning session saves a ton of time throughout your day, so that you by no means spend your invaluable power questioning what you ought to be doing subsequent.

Then, in terms of building of your record, do the next:

1. Break massive, obscure initiatives into chunks. Sumner recommends taking giant initiatives and breaking them into smaller, easier-to-manage chunks which you can deal with all through the week. “We have a tendency to consider initiatives because the top-level desired outcome,” she stated. “Truly, every result’s made up of a number of motion steps. The extra you break it down, the extra doable they appear.”

2. Assign a precedence stage for every merchandise. Sumner additionally recommends together with info on time sensitivity or primarily based on restricted home windows of alternative. To take this one step additional, Refsland prioritizes his personal to-do record duties utilizing the ABCDE technique:

  1. Duties I need to do — severe penalties in the event that they don’t get completed.
  2. Duties I ought to do — delicate penalties in the event that they don’t get completed.
  3. Duties I may do — no penalties in the event that they don’t get completed.
  4. Duties I delegate.
  5. Duties I by no means do. (The kicker, says Refsland, is to by no means do a B process earlier than you’ve got completed all of the A duties, to by no means do a C process earlier than you’ve got completed all of the B duties, and so on.)

3. Restrict the objects you embrace. You may’t all the time management what number of conferences you’ve got in a day, however attempt to be practical about how a lot you possibly can truly get completed in a workday. “It’s vital that the objects you placed on the to-do record for the subsequent day are literally practical so that you can full,” stated Refsland. “If not, it’s not a to-do record, it’s a want record.” Don’t make your to-dos paragraphs that may take you 10 minutes to get via — preserve every one restricted to 2 sentences max to remove time waste. One good rule of thumb: if your entire to-do record objects don’t match on a Put up-It observe, they gained’t match into your day.

4. Be particular. Separate the “good thought, possibly sometime” objects from people who you actually intend to do. “In any other case you’ve got a multi-page record that may by no means get completed and takes its toll in your psychological power,” Sumner stated. If you could, preserve a separate “dream” record, however solely have a look at it whenever you’ve crossed all of the objects off your precise to-do record.

5. Make your objects actionable. Embody a verb with every merchandise in your record, and the extra particular the higher, says Sumner. For instance, “don’t simply say ‘storage,’” she prompt. “As an alternative, say ‘take previous transferring containers and paint cans to recycling; set up backyard instruments.’ It’s simpler to anticipate the time required and makes an enormous process much less daunting.”

6. Place your to-do record in a strategic location. In case your to-do record is in a pocket book or on a dry-erase board that might simply be seen — reasonably than hidden in your cellphone or laptop someplace — Refsland recommends trying to discover out what your subsequent process is, then hiding it away. “Observing your to-do record on a regular basis will likely be counterproductive and simply make you lose focus,” he stated.

7. Don’t make your record in an e mail. For Sumner, utilizing your e mail inbox to maintain observe of your to-do record is a giant mistake since you’ll probably waste extra time and power paging via dozens of different emails to get to what you want. Plus, you might be permitting different folks to dictate your to-do record each time they ship an e mail.

8. Do embrace time for breaks in your record. Refsland suggests skipping breaks throughout to-do duties and placing time apart to take breaks in between duties, as a substitute. “Don’t take a brief break to examine your e mail or social media accounts,” he stated. “You’ll lose observe and develop into very unproductive.” If you recognize that you’ve time for a break developing you’ll be extra prone to energy via.

9. Cross objects off as you go. Crossing objects off as you go isn’t simply satisfying, but it surely’ll additionally allow you to take note of what isn’t getting completed and to guage why, says Sumner. Wanting on the objects that haven’t been crossed off your to-do record will assist immediately with Step 3.

Step 3: Evaluation

Creating the proper to-do record will take a while as you determine what works for you, so weighing the way it went after a pair tries is crucial to getting it proper. To do this, begin by trying again on the objects that weren’t crossed off your latest lists. Ask your self why they remained undone.

Was the duty unimportant in spite of everything?

Have been you unclear the best way to proceed?

Was it one thing you’re merely avoiding?

“Most objects in your record are going to fall underneath one among three classes: discover out, resolve, or do,” stated Sumner. “You both want to collect info, decide, or take motion. In case you haven’t been making progress, it might be since you’re attempting to take motion earlier than doing the analysis, or making an vital selection. Everytime you’re caught, ask your self, ‘Is there one thing I want to seek out out, resolve, or do to make this occur?’”

To do that, Sumner recommends considering of your to-do record as separate from a private targets record. “To-do is extra granular,” she stated. “Objectives are extra massive image. I do a fast evaluate of my to-do record within the morning and on the finish of the day. On the finish of the week I look forward to ensure I’m on observe to satisfy deadlines. I wish to evaluate main targets at the very least twice a yr — quarterly is best.”

If an merchandise has caught round in your to-do record for a lot of iterations, ask your self what makes it vital. Are you doing it for another person and it’s time to go the accountability again since you merely don’t have the time? Can you discover the motivation by altering your angle or discovering an alternate resolution? In case you actually assume an merchandise is value finishing, transfer up its significance to get it completed, or else take away it totally after a month of hanging round.

Do not forget that establishing an ideal to-do record is nice, however you need to all the time enable your self room for flexibility. “It’s all the time vital to try the massive image, and guarantee that your to-do record is aligned with that,” stated Refsland. “In case your massive technique adjustments, then this can most probably affect the actions in your to-do record.” Be adaptable and also you’ll discover your to-do record will allow you to go far.

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