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To Do List

To Do List

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I guess everyone has different ways of working but I personally find a hand written to do list works best for me.  I keep it as neat as possible and highlight any urgent things that need to be done.  Works pretty well for me apart from when you realise you have left it at home!

Im not sure if I would be as happy switching to a computer based system but thought  would ask what people use and review the options.

Replies (31)

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By happy
13th Nov 2014 09:41

Its the only time I use my pen

I cant get rid of the hand written list it is the only time I ever use my pen.

Seriously I agree it works well for me and is one of the very few things that I dont plan on changing....yet.

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By andy.partridge
13th Nov 2014 09:41

Same here

You can't beat pen and paper. Bespoke interface, real life examples, immediately updateable, full audit trail. What's not to like?

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By mrme89
13th Nov 2014 09:50

Post it notes work well for me

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By TaxTeddy
13th Nov 2014 10:03

Tried them all

Problem for me was I still need a calendar function - so I have a 'to do' list for each day this week - and so on.

Finally settled on Todoist https://en.todoist.com/

It's free, cloud based and theres an app for my iMac.

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Replying to SteLacca:
By mrme89
13th Nov 2014 10:15

Calendar? I have that covered

TaxTeddy wrote:

Problem for me was I still need a calendar function - so I have a 'to do' list for each day this week - and so on.

Finally settled on Todoist https://en.todoist.com/

It's free, cloud based and theres an app for my iMac.

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By DavidGilligan
13th Nov 2014 10:29

To do list

Thanks mrme89.

Another good guffaw!

Laughter is the best medicine,

 

 

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By sharonm1
13th Nov 2014 11:20

Word document

I have a to do list on a word document. It's split into short, medium and long jobs plus pending and admin. If I'm in a bad mood I can just whiz through the short jobs and get the satisfaction of crossing them off the list! Unfortunately the admin section just keeps growing!

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By jaywood
13th Nov 2014 11:46

very good

www.wunderlist.com

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Jennifer Adams
By Jennifer Adams
13th Nov 2014 12:23

I use Rainlendar..

.. this was suggested some time ago on accweb.

It takes a bit of getting used to but you can create as many 'to do' lists as you want and there is a calender for reminders of 'events'.

I use the calendar plus 3 lists - one for general to do things - another for listing clients accounts that have come in with the date and the other a list of clients I have to ring for meetings.

The calendar is called an 'Event list' and lists out daywise everything you need to do that particular day even per hour. You can also log future reminders (e.g 'every month')

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By stratty
13th Nov 2014 12:43

I prefer

Windows Sticky Notes.  (digital post it notes)

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By ajordan
13th Nov 2014 12:51

Paper is best

I prefer a paper to do list - so much more satisfaction in crossing a completed job off the list than deleting it off the computer. At the end of the day I can see how much I have done (or not done).

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By madmax
13th Nov 2014 12:52

Another vote for todoist.  It's straightforward & quick to use - the Android app works well too. You can set-up recurring events and have reminders emailed to you.  Has worked for me so far ......but that's only if I remember to put it in in the frist place!:)

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By muppet1903
13th Nov 2014 19:31

I have papered a section of my work office with blackboard paper that you can buy off the web, reminds me of school and Spurs me on to get to the bottom of my list ( in case I get told off!) I also use my mobile to keep lists for when I am out and about and may forget something

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By muppet1903
13th Nov 2014 19:32

I have papered a section of my work office with blackboard paper that you can buy off the web, reminds me of school and Spurs me on to get to the bottom of my list ( in case I get told off!) I also use my mobile to keep lists for when I am out and about and may forget something

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Replying to Mr_awol:
By Howard Marks
13th Nov 2014 20:09

@Muppet

muppet1903 wrote:
I have papered a section of my work office with blackboard paper that you can buy off the web, reminds me of school and Spurs me on to get to the bottom of my list ( in case I get told off!) I also use my mobile to keep lists for when I am out and about and may forget something

 

Seems you forgot you'd already told us that 60 seconds before ;-)

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Replying to SteLacca:
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By levelheaded1903
14th Nov 2014 08:48

comment

Howard Marks wrote:

muppet1903 wrote:
I have papered a section of my work office with blackboard paper that you can buy off the web, reminds me of school and Spurs me on to get to the bottom of my list ( in case I get told off!) I also use my mobile to keep lists for when I am out and about and may forget something

 

Seems you forgot you'd already told us that 60 seconds before ;-)

- didn't realise that it had been posted twice !!!!!!!! Why the need to point it out, having a bad day??
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Replying to bernard michael:
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By andy.partridge
15th Nov 2014 10:50

Quick

levelheaded1903 wrote:

Howard Marks wrote:

muppet1903 wrote:
I have papered a section of my work office with blackboard paper that you can buy off the web, reminds me of school and Spurs me on to get to the bottom of my list ( in case I get told off!) I also use my mobile to keep lists for when I am out and about and may forget something

 

Seems you forgot you'd already told us that 60 seconds before ;-)

- didn't realise that it had been posted twice !!!!!!!! Why the need to point it out, having a bad day??

As you seem quick to take offence, you do realise having multiple accounts is against site rules and could lead to your exclusion? I would keep my head down if I were you.

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By jaywood
14th Nov 2014 00:17

Various todo list apps video

https://www.youtube.com/watch?v=DF37-h1hLDo

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By petersaxton
14th Nov 2014 09:19

Pen and paper?

What's the point if you have access to Word or something similar at all times?

I have Trackers on my Digita software which I haven't set up yet so I use Excel to list all my work but given sometimes I want to make extra notes I may list my top priorities in Word.

 

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Teignmouth
By Paul Scholes
14th Nov 2014 23:56

Paper & Xmind

I agree a paper pad for the immediate stuff you need to do is still how I like to work but for the bigger, longer-term picture, that feeds the daily & weekly to-dos I use Xmind it enables you to record ideas, tasks, to-dos, plans, projects etc in whatever format suits you and you can see the whole picture on one screen. 

The files are stored via dropbox and so I have them whatever machine I'm using.  It's also free.

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By Liz D
15th Nov 2014 13:30

Too many lists

I started doing paper lists and ended up with several. Have found it easiest to use excel.  I can then filter to business, personal - specific days, weeks, months etc. With paper lists I end up scoring off half of the items then having to 'carry forward' those not done to the next list.

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By John Thomas
15th Nov 2014 20:37

"Will-do" lists


I found the book "Do It Tomorrow" by Mark Forster really good and would recommend the system that he outlines for scheduling and prioritising your work. I use a page a day diary as my Task Diary, each page containing my "will-do" list for each day. My Task Diary is purely for that - listing tasks that will be done that day. I use Outlook to schedule my appointments and meetings.

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Replying to Tax Dragon:
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By majabl
20th Nov 2014 12:55

To-do diary

John Thomas wrote:


I found the book "Do It Tomorrow" by Mark Forster really good and would recommend the system that he outlines for scheduling and prioritising your work. I use a page a day diary as my Task Diary, each page containing my "will-do" list for each day. My Task Diary is purely for that - listing tasks that will be done that day. I use Outlook to schedule my appointments and meetings.

I use a similar system, but I use a diary with a week spread over two sides of A4. Each day's to-dos get written down on the relevant day (so if I need to do something but not for a week, I write it in the diary on the appropriate day). Through the day items done get highlighted green and I review at the end of the day or at the start of the next. Anything rolling over to another day gets highlighted yellow and re-written onto the relevant date (usually the next day) and anything no longer necessary gets crossed out. Over time this system also helps me to see just how productive I've been - lots of green is good; lots of yellow less so!

Another benefit to keeping a task diary is that it's difficult to misplace amongst the mess that I allow to cover my desk.

More 'strategic' items and thoughts tend to live on a Post-it note stuck to the bezel of one of my computer screens until they become more concrete actions.

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By alistairs
20th Nov 2014 13:05

Toodledo

I started with a palmpilot years ago and have used a number of tools. Currently using Toodledo which is very flexible and works well on web browser & android (so phone & tablet).

Keep looking at others, but nothing comes close to Toodledo for functionality balanced with ease of use.

 

 

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By carnmores
20th Nov 2014 13:16

at the risk of a luddite attack

 I use Cortana Memo , so i just talk  into my phone and voila there is my list

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By Nigel Hughes
20th Nov 2014 15:16

I lose lists and can't read my own handwriting

I find the reminders/calendar combo on my mac works well and syncs with iPad and iPhone.

Used to use the equivalent in outlook until I went over to the Mac dark side and it worked quite well too.

Ive had a palm, a psion revo and Lotus Organiser or whatever it was called and once upon a time a filofax - can't get enough of them really, all part of the great Procrastination tango.

My handwriting is so awful and desk so cluttered, lists just get lost and postits end up with the sticky stuff on them covered in crud. The really annoying ones are the staples own version which turn into a gigantic yellow paper concertina which can never be re-assembled properly.

I have a sneaky suspicion I only create lists to avoid having to do the things I put on them, but I get a childish buzz out of deleting things

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By TaxTeddy
20th Nov 2014 16:00

Iris, Digita - where are you?

Really interesting that nobody is advocating the big hitters of practice software?

I use TaxCalc - but not their database - so I have no experience of practice management software, but I would have thought those suites which are supposedly strong on practice management would have the simple 'to do' list covered. No? 

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Replying to johnhemming:
By petersaxton
20th Nov 2014 16:58

What about my message about Digita?

TaxTeddy wrote:

Really interesting that nobody is advocating the big hitters of practice software?

I use TaxCalc - but not their database - so I have no experience of practice management software, but I would have thought those suites which are supposedly strong on practice management would have the simple 'to do' list covered. No? 

You missed my message!

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By TaxTeddy
20th Nov 2014 17:30

You're right - I did!

I thought the thread would be awash with similar.

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By petersaxton
20th Nov 2014 17:59

Maybe

I was speaking for all the people who use Digita!

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By JimH
20th Nov 2014 18:27

Another Wunderlist user

app goes across my Windows, Android and ios platforms - it's been brilliant to add an item on phone when I think of something whilst out and about.

I have different lists for different purposes, sub-lists, notes, uploaded pdfs, reminders on set dates. It is intuitive, easy and very accessible wherever you are.  And it's very satisfactory ticking things off (disappears from list but can be seen under a 'completed items'.)  Usually syncs immediately.

Very good for flexible lists - but would comment that whilst you can move items up and down a list and flag urgent items, you can't categorise in priority order.

Wunderlist does what I need and it's free.

Yeah, I confess to post-its too for those absolutely must do first thing tomorrow items.

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