Explore

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

⚡ ⚡ ⚡

High

Ongoing

Someday

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

Shishir’s Color What Matters Calendar Guide⁠

⁠

Type

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

renew drivers license

5/7/22

Go hiking more

6/4/22

6/7/22

⁠

family binder and will

⁠

6/7/22

Buy Investment home in GA

6/7/22

real estate new market research

6/7/22

clean up contact list

6/7/22

Fix outdoor lights, RE-sync

6/7/22

get more shelves for garage

6/7/22

hire electrician

6/7/22

Move cd and video on digital hard drive

6/7/22

Sell table

6/7/22

Update Life Insurance

6/7/22

5 mins

Read Radical Candor

6/7/22

Parents 70th bday planning

6/16/22

TSA renewal - expires 4/15

6/16/22

Dog trainings and bookings

6/20/22

Change range Hood and Filters (every month)

6/23/22

Schedule GNO

6/26/22

There are no rows in this table

⁠

Task Set Up

Set up Groupings

(1) Priority Category

(2) By Area Category

(3) By Status

Tasks

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.