3/10/2023 0 Comments Recordit task manager![]() These detailed notes mean that future me will understand when this task bubbles to the top of my do list…whether that’s in an hour or not for 2 weeks. That could just be writing something like “see email from So-and-so on 15 June 2020 for details.” Or it might be more detailed: “The venue for the murder mystery for this year’s Christmas party have fallen through, find a new venue.” That someone else will have to pick these up. I always try to write the notes for my task assuming I won’t be there to complete them. But in reality, these details will be forgotten and you’ll find that your tasks and reminders just aren’t very useful. We all fall into the trap of thinking that we’ll remember the details of the task when we come to do it. This is harder to stick to than just recording the fact that you need to do something. ![]() Click to find out if we've got the features you need. We don't restrict which features you have access to in OpenCRM based on how many users you have. I don’t have to go far or search to record it…I just double click and add the task. I always have my OpenCRM Calendar visible somewhere on my screen…not only does it keep me focused on my list of to dos, but it also is handy for when I do get a new one. Well, for starters, keep the program or page you record your tasks open on your screen. Get used to doing this for a couple of weeks and then it will become second nature. But this is actually quite tough to do…it’s easy to forget to do it or to only record the bare minimum of information, thinking you’ll remember further down the line. The real key to good task management is to record all the details of everything you need to do. So I promise, these tips aren’t just any old listicle, they’re born from making mistakes and learning the best way to juggle all the various jobs in front of me. My time in academia was spent managing my PhD research, while also teaching, working part time, and trying to have some semblance of a social life. At OpenCRM, I wear a lot of different hats: QA, graphics, office manager, marketing, and any other jobs that need doing really. My tips for task management come from both my time here at OpenCRM, as well as my time in academia. And then I want to talk about some of the specific features and functionality that you get (right out of the box!) with OpenCRM to help you tackle those task tips. In this blog, I’d like to give you my top 5 tips for good old-fashioned task management. It will also give you tools to keep you on track, from reminders to follow ups, integrations and automations, as well as more general organisation. ![]() Your CRM is there to provide the tools for you to record what the task is, who it is for, and when you are doing it. Good task management is all about one thing really: Always. You’ve got a CRM now to help you manage your tasks…so now what?
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