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Tasks

Use this tack tracker to plan out specific tasks for each area. The view below is filtered for any tasks due within the next 30 days or overdue.

Task Set Up

💡 Pro Tip! I included a few different views that you may find helpful:

Set up Groupings

The main step in getting started with this method is deciding on how you want to group your tasks.
Tip: Less is More. Having too many groupings can be counterproductive. Below are the three main groupings I stick by:

(1) Priority Category

Adjust the priority selection below based on your preferences
I personally like to add “ongoing” and “someday” to then be able to filter those out if my day is getting too busy
Pro-Trip: Want to sort by Priority? Add a “Sort Order” column
Priority
Sort Order
1
⚡ ⚡ ⚡
1
2
High
2
3
Ongoing
3
4
Someday
4
There are no rows in this table

(2) By Area Category

Focus on tasks specific to the Areas that matter to you the most.
For a great way to color code your Life Areas, check out
Type
Personal
8
Work
3
Life Areas
Life Areas
💰 Finances
🏃🏻‍♀️ Health
🏘️ Real estate Investing
🏠 Home
🍸 Social
👬 Community
💡 Self Development
💜 Relationship
💪 Power Hour
📨 Catch up on Emails and Slack, Industry News
📈 Strategy and Execution

(3) By Status

I like to sort out my tasks into a few different areas:
Follow up - these are tasks that would only take 5 mins of my time and I can knock off in my todo list quickly
In Progress - so I can keep track of ones I have started already
Waiting or Delegated - tasks that are not driven by me, but I would like to still track it’s progress.

Tasks

I like to estimate how long each task would be by day or week, and then prioritize or move around tasks from there.
Add Task
Subject
Date
Priority
Status
Life Area
Estimated Duration
Actual Duration
Notes
Move +1 Day
Move to Next Month
1
renew drivers license
5/7/22
High
Not Started
💰 Finances
2
Go hiking more
6/4/22
🏃🏻‍♀️ Health
3
Sign up for Orange theory 2x a week
6/7/22
High
🏃🏻‍♀️ Health
6/7/22
High
In Progress
💰 Finances
5
Buy Investment home in GA
6/7/22
High
In Progress
🏘️ Real estate Investing
6
real estate new market research
6/7/22
Ongoing
🏘️ Real estate Investing
7
clean up contact list
6/7/22
👬 Community
8
Sign up for Javascript class
6/7/22
💡 Self Development
9
Fix outdoor lights, RE-sync
6/7/22
🏠 Home
10
get more shelves for garage
6/7/22
🏠 Home
11
hire electrician
6/7/22
In Progress
🏠 Home
12
sign up for new real estate group
6/7/22
👬 Community
13
Move cd and video on digital hard drive
6/7/22
🏠 Home
14
Sell table
6/7/22
🏠 Home
15
Update Life Insurance
6/7/22
Follow Up (5 mins)
💰 Finances
5 mins
16
Read Radical Candor
6/7/22
💡 Self Development
17
Parents 70th bday planning
6/16/22
High
In Progress
🍸 Social
18
TSA renewal - expires 4/15
6/16/22
High
💰 Finances
19
Dog trainings and bookings
6/20/22
💜 Relationship
20
Change range Hood and Filters (every month)
6/23/22
Ongoing
🏠 Home
21
Schedule GNO
6/26/22
Not Started
🍸 Social
There are no rows in this table
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